Now that you have selected your connectivity option, you will need to select the I&RS products you wish to utilize. The following table lists the I&RS products currently supported by the system. Click on the Product links for more information.

• Licensing & Appointments
• Commissions
• Applications & Premium
• ACATS-IPS
• Representative of Record
• Broker Identification Number
• Subsequent Premiums
• Fund Transfers
• Positions & Valuations
• Asset Pricing
• Financial Activity Reporting
• Attachments
• Networking for Standardized Data Reporting
• LNA Access
• IFT Access
• P.I.E.R. Reports

Note: E-learning courses are available.

How to get started using these solutions

Carriers and distributors should utilize the online product form to set up new products in test or production for existing I&RS offerings. In addition, you are responsible for submitting new trading relationship information for Asset Pricing only. Contact the I&RS Implementation team if you have questions regarding this process.

• Product Request Form
• Asset Pricing Trading Relationship Update - Production Form
• Asset Pricing Trading Relationship Update - PSE (Test) Form

For your convenience, here are the links to access our Members' Lists.

• Distributor (pdf)
• Insurance Carriers (pdf)

Carriers

Before you proceed, ensure that your CUSIP numbers have been registered with Standard & Poors. Then submit your registered CUSIP numbers to I&RS.

Insurance & Retirement Services Fees

• I&RS Fee Schedule

Next Phase: Developing your I&RS interface