Proformex's new navigation will help drive efficiency each time you login.
Proformex's new navigation will be released to all users on Wednesday, February 8th, 2023. If you have questions or concerns, please contact your Customer Success Manager.
Video Tutorial
Watch the second half of this tutorial for more information on the updated navigation.
Read below for the new navigation menu options and accompanying pages of the application.
Business
Life Policies - Page formerly referred to as All Policies, will provide you with all policies in your firm's Proformex account that you have access to, and allows the ability to sort/filter/explore your policy data and create custom reports.
Annuities - Page formerly referred to as All Annuities, will provide you with all annuities in your firm's Proformex account that you have access to, and allows the ability to sort/filter/explore your policy data and create custom reports.
Trusts - Trust module for customers that have this as part of their subscription.
People
Agents - Page formerly referred to as All Agents, will provide you with all agents in your firm's Proformex account that you have access to, and allows the ability to sort/filter/explore your agent data and create custom reports for your agents.
Owners - Page formerly referred to as All Owners, will provide you with all owners in your firm's Proformex account that you have access to, and allows the ability to sort/filter/explore your owner data and create custom reports for your owners.
Reports
Policy Reports - Contains a list of policy reports, including custom created and default reports from the Life Policies page.
Annuity Reports - Contains a list of annuity reports, including custom created and default reports from the Annuities page. This is only available to customers who have the Annuity Module.
Agent Reports - Contains a list of agent reports, including custom created and default reports from the Agents page.
Owner Reports - Contains a list of owner reports, including custom created and default reports from the Owners page.
Proformex Insights - The former "Inforce Intelligence" dashboard, this page is still available for your use if preferred.
Policy Dashboard - The former home dashboard, this page is still available for continued use if preferred.
Analytics - Using a few key data elements, each analytics page groups and aggregates your data by key data elements such as Agent, Anniversary Date, Product Type, etc.
Servicing
Document Requests - Presents upcoming requests to be sent to carriers for policy documents such as the inforce illustration or annual statement for a policy. This page also includes a running history of requests sent out to carriers over a trailing 12-month period.
Document Processing - Policies that have had documents requested for but are still awaiting those documents to be uploaded by the user for Proformex to process and update policy information.
Policy Reviews - Policies that have had a review opened or finalized over a trailing 12-month period.
Annuity Reviews - Annuities that have had a review opened or finalized over a trailing 12-month period.
Portfolios - Create custom groups of policies referred to as portfolios, and generate PDF deliverables using our Portfolio Review.
The Servicing menu options and pages are only available to customers who have the Servicing Module as part of their subscription.
Administration
Tasks - Create tasks and assign them to members of your team for action on specific policies.
If you have trouble locating a specific page or feature in the application or have questions on how to complete a specific objective using Proformex, contact your Customer Success Manager.