Analytic Reporting for Annuities is a new online solution offered by Insurance & Retirement Services that will revolutionize the way the annuity industry discovers key trends and identifies opportunities for growth.

Overview

Based on the transactions and processes your firm entrusts to DTCC, this innovative service provides a unique view of the market for annuity products.

Analytic Reporting provides information to support decision making for:

• Sales – understand sales demographics and trends
• Wholesalers – gain insight into sales effectiveness
• Product management and marketing – identify top selling products and product types
• Compliance – gain insights into trends and activity to assist surveillance of annuity activity

Maximize Your Intelligence

Leveraging detailed transaction data, Analytic Reporting gives you the tools to assess your business and access the industry intelligence you need to understand and improve your market share. DTCC’s transactional information is combined with powerful functionality to provide:

• Dashboards with trends in inflows, outflows and net flows
• Sales analysis by product, carrier, distributor, geography and account type
• Custom views and reports to meet your specific needs
• Downloadable reports in multiple formats for use in company documents and research
• Easy access via the web, anytime and anywhere

Grow Your Business

 Increase sales and improve dealer and carrier relationships with critical information, such as:

• Market shares
• Fastest growing products and account types
• Trends by sales territory, carrier, distributor, product, and more

Build Your Market

Use one of the standard reports or create your own for customized analysis to understand your place in the market, identify opportunities to attract investors and uncover new possibilities for your firm.

• Discover important trends
• Identify successful products
• Evaluate your product mix
• Focus your marketing, sales, advertising and product efforts

For More Information

Please contact Insurance & Retirement Services at 1-888-382-2721.or email us at insurance@dtcc.com.