Proformex is a software platform designed to streamline the management of life insurance and annuity portfolios. It provides financial advisors, agents, and life insurance servicing teams with tools to enhance policy oversight, improve client servicing, and ensure compliance. The platform offers features such as automated policy monitoring, analytics, and reporting to help users effectively manage their clients' policy performance and uncover new opportunities. By simplifying complex tasks and providing key insights, Proformex aims to optimize the management of life insurance assets.