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Twenty-five years of experience in the rapidly changing life insurance industry led the creators of Proformex to the conclusion that agents, fiduciaries, trustees, insureds and policy owners need a way to analyze, monitor and govern InForce policies to track whether the insurance contracts perform as intended. From the beginning, Proformex software was created to set a new professional standard of proactive InForce Policy Management that: - Responds to the greatest disconnect between client and advisor: clients expect that their insurance will be proactively managed according to defined objectives over time, but advisors and trustees are ill-equipped for these long-term monitoring and management commitments. - Enables agents to analyze and monitor their InForce book of business in a consolidated location regardless of when and where the policy was written. - Automates the request of and archive important policy documents, including statements and illustrations. - Proactively monitors InForce policy performance and receives automated alerts and notifications in the event a policy goes off-track from the intended financial and coverage objectives. - Changes the way life insurance is sold, monitored, and serviced.
Headquartered in Boston, Massachusetts, Bindable is the InsurTech leader for alternative distribution solutions, enabling organizations across all industries to drive revenue and build brand loyalty through digital insurance offerings. The proprietary Bindable platform brings together a digital insurance marketplace, PolicyCrusher® agent software, and a full suite of support services to offer flexible, market-ready solutions for insurers, agencies, brokerages, and trusted brands alike. Bindable`s platform is insurer and product agnostic, allowing clients to offer a customized product mix to their customer base via a branded digital marketplace or an API-powered experience embedded within an existing environment. Bindable customers can license the company`s agent software, PolicyCrusher®, or leverage the capabilities of Bindable`s 50-state, digital agency to supplement an existing agent footprint and get to market faster. Bindable`s technology creates seamless experiences, so the right customers can access the right products at the right time - reducing friction for everyone. Whether you are new to insurance or have an existing distribution model, Bindable has flexible, scalable solutions to enhance and expand any go-to-market strategy, making insurance easier and more accessible to everyone in the value chain.
Burnham & Flower Insurance Group is a Kalamazoo, MI-based company in the Financial Services sector.
Field-Waldo Ins is a Nyssa, OR-based company in the Financial Services sector.