Products & Services
Insurance Services
IPS Customer Implementation Guide (CIG)
Phase 1: Choosing Your Connectivity Option
What Are Your Options?
Does your current system meet minimum requirements?
- Dedicated Circuit
- DTCC SMART Proposal (pdf) - A 'generic proposal' that provides information about dedicated connections including requirements and pricing.
- Minimum system requirements (pdf)
- Click here (xls) if you have decided to connect with this option.
- For further information pertaining to backup options for your dedicated circuit, click here (pdf).
- SMART Dialer
- SMART Dialer overview (pdf) - Contains basic information about this modem as an economical option. Whenever someone logs onto the network using a SmartDialer ID, they will be charged a monthly fee per ID, plus hourly usage (same price for prime & non-prime). Monthly and usage fees are only charged for actual usage. For example, if you use SMART Dialer for only 15 minutes, you would be charged 1/4 of the hourly fee.
- The Complete Guide to SMART (pdf)
- Minimum system requirements (pdf)
- Click here (xls) if you have decided to connect with this option.
- DTCC WebDirect - A Web based environment which uses a GEO Trust Digital Certificate that enables you to upload and download your files. There is no charge for this option. If you choose DTCC WebDirect, you will need to complete an Access Coordinator form.
- DTCC Customer Portal Quick Tip (pdf)
- Minimum system requirements (pdf)
Who Should You Contact to Establish Connectivity?
Contact the DTCC Insurance Services implementation team.