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Help Center
Data Management & Analytics
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
Data Management & Analytics
What are the Different Product Types in Proformex?
Death Benefit Options in Proformex
How does Proformex Update Policy Details Information?
What is the Change Log for a policy?
What is Comdex and Can I Change It on a Policy?
Data Feeds
How Can I Set Up Data Feeds For My Firm
There Is An Unexpected or Incorrect Value In My Data Feed- Why?
What Determines If a Policy or Annuity Is Available in a Data Feed?
What Is The Difference Between A Contract with a Data Feed and One Without?
Analytics
How does Proformex identify life settlements?
