i-underwrite vs Proformex

Best for

Who Uses This Software?

Life and Health Insurers, aggregation websites, financial adviser software, financial services, underwriters.
Insurance Agencies, Wirehouses, and Fiduciaries
Pricing

Starting Price

N/A
N/A

Free Trial

  • No
  • Yes

Free Version

  • No
  • No

Details

Not provided by vendor
Not provided by vendor
Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Cancellation Tracking
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Life & Health
  • Policy Generation
  • Policy Issuance
  • Policy Processing
  • Quotes / Estimates
  • Rating Engine
  • Cancellation Tracking
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Life & Health
  • Policy Generation
  • Policy Issuance
  • Policy Processing
  • Quotes / Estimates
  • Rating Engine
Ratings

Overall

5/5

Ease of Use

5/5

Customer Service

5/5

Features & Functionality

5/5

Value for Money

5/5
Training & Support

Support

  • Business Hours
  • Online
  • Business Hours
  • Online

Training

  • Documentation
  • In Person
  • Live Online
  • Documentation
  • In Person
  • Live Online