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Help Center
Business
Self-Service Onboarding
Getting Started
Dashboard & Navigation
Business
Life Policies
Annuities
Trusts
Contract Details
People
Owners
Agents
Reports
Servicing
Policy Review
Document Requests
Portfolios
Document Processing
PolicyGuard
Data Management & Analytics
Data Feeds
Analytics
Reminders and Notifications
User Settings & Management
Step-by-Step
In-depth
New Releases
Video Tutorials
Administration
FAQ
Business
Filter Policies by Days in Lapse Pending
Policy and Contract Searches: Operator Definitions
Life Policies
How to Use the Tools on the Life Policies Page
'Remove Policies' and 'Change Activity Status' are Bulk Actions Available from All Policies
How Do I Add Policies to Proformex?
What can I learn from Proformex's premium analytics?
Annuities
Annuity Module Overview
Trusts
How do I Delete a Trust?
How can Proformex help you manage Trusts?
Contract Details
How Do I Assign an Agent to a Policy?
Frequently Asked Questions: Policy Snapshot
Activity Status of a Policy
What is Go Forward Death Benefit IRR?
How Do I Upload Documents for Storage?
How do I Remove a Policy from my Account?
What is the Policy Snapshot?
What Policy Information is Available in Proformex?
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