

Insurance Services users now have access to a new analytical tool. This new tool — Participant Information and Efficiency Report (P.I.E.R.) — provides a monthly summary of a firm’s DTCC utilization activity, including Insurance Services information beginning January 2008.
At a time of ever-growing technology costs, Insurance Services is providing these useful reports at no cost to members. Member firms (carriers, broker/dealers, banks, insurance agencies and other firms that are IS participants) can download their monthly P.I.E.R. on the Web through DTCC’s WebDirect. Marketing, financial and other key managers now have full access to all kinds of useful processing and settlement data for their business planning purposes.
The reports offer a product specific view of the firm’s trading relationships and transactional volume activity. For products with a money settlement component, P.I.E.R. will include the firm’s gross settlement amount for that month, as well.
The monthly P.I.E.R. (beginning with December 2007 data) features monthly transaction volume by product; combines trading relationship volumes by product and provides the top ten trading relationships based on settlement amount. In addition, P.I.E.R. offers comparative reports on COM, APP and SUB, LNA, ACATS and more.
Using DTCC WebDirect, a firm’s authorized Access Coordinator can establish P.I.E.R. access for the firms’ employees. P.I.E.R. is available monthly, free of charge to member firms (generally on the 5th business day of each month). Contact your relationship manager or visit our website at http://www.dtcc.com/products/insurance/suite/pier.php for more information on how to access your P.I.E.R. information.