Proformex

Sizzling marketing engagement solution to activate your clients and create new opportunities to grow your business

Industry leader in data aggregation adds platform functionality to support annuities along with current life insurance offering

Strategic partnership will focus on helping wealth managers safeguard their clients' financial plans

BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyowners

Leading-edge fintech partnership leverages competitive advantage with financial institution clients

By standardizing and simplifying post-sale policy servicing, Proformex and One Resource Group will deliver seamless transition of timely insights from broker to advisor to client

By standardizing and simplifying post-sale policy servicing, Proformex and BKA Financial will redefine the standard for client service in the insurance and financial services industry