Depository Trust & Clearing Corporation

 

Products & Services

Insurance Services

Welcome to the IPS Customer Implementation Guide (CIG)

The CIG is designed to guide customers through the implementation process and to serve as a central portal to resources

Introduction

The IPS Customer Implementation Guide (CIG) is designed to:

  • Guide new IPS customers through the initial implementation process
  • Guide existing IPS customers who are upgrading their service options
  • Serve as a central portal to the resources needed to complete the implementation process.

 

CIG is primarily intended for those functioning in the administrative and/or system developer roles for insurance carriers and distributors preparing to use the IPS system.

The guide is organized to allow you to access information as a training tool. To learn the process in sequential order, click on the Next Phase link at the bottom of each page.

Important Terms You Should Know (pdf)

Who to Call

Customer Service
1.888.382.2721

Customer Service (Int'l)
1.212.855.8099

Press Contacts
1.212.855.5471

Read More

Product Development Plan

Catch a glimpse of the future -- download the IS 2008-2009 Product Development Plan (pdf)

Download File