Insurance Quarterly

Insurance Services e-news - May 2009

DTCC Corporate Communications

Each month, Insurance Services provides an electronic update on new products, initiatives and other important information about our suite of solutions for the insurance industry. (2009-05-11)

DTCC Case Study Tells Customer Story of LNA Automation

DTCC Corporate Communications

Everybody touts the "benefits of automation." But the question is, "Can you show me how to get there?" Well, DTCC, in collaboration with Morgan Stanley and Sun Life Financial, has put together a narrative of "how we got there," and "what we achieved" through the implementation of Licensing & Appointments (LNA), a core automation solution from DTCC Insurance & Retirement Services. (2009-04-01)

DTCC Announces Testing Facility for Implementation Guidance

DTCC Corporate Communications

One of the challenges faced by implementers of the DTCC Attachment Implementation Guide is interpreting the written guide and applying it to the actual implementation code. (2009-04-01)

To Our Customers and Friends:

DTCC Corporate Communications

To Our Customers and Friends: At the beginning of 2008, few of us could have envisioned the changes the year would bring. Even when we convened the first of our semi-annual Senior Advisory Board Meetings in 2008, the credit storm that began as a domestic disturbance was only beginning to form a global tsunami, radically altering the financial landscape. (2009-04-01)

Costs Going Down as Volumes Climb

DTCC Corporate Communications

Based on continued volume growth, Insurance & Retirement Services began 2009 with new fee cuts, which are projected to save our customers approximately $6.1 million, reflecting the DTCC business model that allows cost reduction as usage grows. (2009-04-01)

Senior Advisory Board Tackles Access issues

DTCC Corporate Communications

In a time of severely restricted development resources, driving automation for the insurance industry through the DTCC connection is all about improving access while reducing or eliminating costs. That was a recurring theme expressed during the two days of meetings for the DTCC Insurance & Retirement Services Senior Advisory Board. The working meeting pursued an ambitious agenda that involved exhanging ideas, soliciting input on specific topics of concern, confirming projects and building an action plan for the near term. (2009-04-01)

New Team Member

DTCC Corporate Communications

New Team Member, Natalie Wood

(2009-04-01)

Looking Back, Planning Ahead

DTCC Corporate Communications

Even in the midst of historic market turmoil, DTCC Insurance & Retirement Services continues to deliver on its customer commitment to lower costs, expand usage and introduce new solutions. (2009-04-01)

IQ Update

DTCC Corporate Communications

IQ Update

(2009-04-01)

DTCC News In Brief

DTCC Corporate Communications

(2009-04-01)

Working with Our Customers

DTCC Corporate Communications

In the midst of the enormous challenges facing the financial services industry, DTCC Insurance & Retirement Services managed to strengthen its customer relationships and deliver a higher level of service throughout 2008.

(2009-04-01)

More Access Online Supports Expanded Usage

DTCC Corporate Communications

Customers are expressing two significant needs in the current business climate: easier access to the benefits of Insurance & Retirement Services and less development cost. Responding to both those needs, I&RS is already in development for its new IFT AccessSM online tool - a standalone desktop application that will directly connect users to basic "in-force transactions" that take place after a contract for an insurance product has been issued. Prototype screens have been produced and are undergoing customer review. (2009-04-01)

Insurance Services e-news - February 2009

DTCC Corporate Communications

Each month, Insurance Services provides an electronic update on new products, initiatives and other important information about our suite of solutions for the insurance industry. (2009-02-27)

Insurance Services e-news - January 2009

DTCC Corporate Communications

Each month, Insurance Services provides an electronic update on new products, initiatives and other important information about our suite of solutions for the insurance industry. (2009-01-21)

Insurance Services e-news - December 2008

DTCC Corporate Communications

Each month, Insurance Services provides an electronic update on new products, initiatives and other important information about our suite of solutions for the insurance industry. (2008-12-30)

Insurance Services e-news - October 2008

DTCC Corporate Communications

Each month, Insurance Services provides an electronic update on new products, initiatives and other important information about our suite of solutions for the insurance industry. (2008-10-24)

CSC Meeting Tackles Distribution Channel Expansion

DTCC Corporate Communications

To effectively automate insurance processing, DTCC and the industry have acknowledged the importance of expanding automation across distribution channels. Automating Independent Broker/Dealers (IBDs) and banks that handle a growing segment of insurance product sales (nearly 48% of variable annuity sales) has taken on an increasing urgency in a competitive financial marketplace. (2008-10-01)

IQ Update

DTCC Corporate Communications

(2008-10-01)

Highlights of the Strategic Plan and Development Agenda

DTCC Corporate Communications

In November 2007, the Senior Advisory Board tasked Insurance & Retirement Services with producing a strategic plan for achieving automation of insurance processing. After an industry-wide review, participants endorsed the main elements of the plan at the June 2008 meeting. Overall, it calls for DTCC to assume a greater leadership role in automation, particularly in the annuity space, and to take a broader view, which includes building and implementing services while developing or adopting standards that meet industry requirements and satisfy regulatory demands. (2008-10-01)

Fund Transfers: A New Compliance-Ready Solution Goes Live

DTCC Corporate Communications

The first in a series of web services solutions from DTCC Insurance & Retirement Services is now in full production. Fund Transfers (FTR) automates and standardizes the fund reallocation process within a variable insurance product. With this compliance-ready solution, distributors can capture, monitor, and supervise representative-initiated fund transfer transactions and comply with state and federal regulatory requirements. (2008-10-01)