Proformex B2B Case Studies & Customer Successes

Proformex was created to make InForce Policy Management easy. Their intuitive platform helps you monitor, analyze and manage the performance of your clients' life insurance policies in a single, distribution-agnostic platform.

Case Studies

Showing 15 Proformex Customer Success Stories

Cavitch Familio & Durkin Co. - Customer Case Study

Cavitch Familio & Durkin Co.

Cleveland Foundation - Customer Case Study

Cleveland Foundation

fiduciary - Customer Case Study

fiduciary

Jackson & Krantz - Customer Case Study

Kohrman, Jackson & Krantz

Life Asset Partners - Customer Case Study

Life Asset Partners

Life Insurance Advisor - Customer Case Study

Life Insurance Advisor

LifeTrust3D - Customer Case Study

LifeTrust3D

Lion Street - Customer Case Study

Lion Street

Oswald Companies - Customer Case Study

Oswald Companies

Strickland, Nuske, Friend & Berry, Inc - Customer Case Study

Strickland, Nuske, Friend & Berry, Inc

TDC Life - Customer Case Study

TDC Life

The Ohio University Foundation - Customer Case Study

The Ohio University Foundation

The TOLI Group - Customer Case Study

The TOLI Group

Wegman, Hessler & Vanderburg - Customer Case Study

Wegman, Hessler & Vanderburg

Zaverl & Associates - Customer Case Study

Zaverl & Associates

No matching case studies

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