Courses Offered: Insurance
Insurance Services offers a suite of services through a centralized infrastructure that streamline the sale, servicing and back office processing of annuities and life insurance.
| Course Name |
Description |
| ACATS/IPS |
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Describe the ACATS/IPS Service
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Explain how IFT impacts the ACATS/IPS Service,
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Describe how to re-register an insurance asset via ACATS/IPS
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Describe the CAT confirmation process
- Recognize the IFT record layout for each ACATS/IPS transaction.
|
| IPS Commissions |
-
What is the function of commissions within the insurance industry?
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What is the role of DTCC in regard to the Insurance Services Commissions product?
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What are the roles of carriers and distributors in sending and receiving commission file transmissions?
-
What are the timeframes involved in commission file processing?
- How do you correctly populate the fields in a commission transmission file?
|
|
IPS Financial Activity Reporting
|
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IPS Licensing and Appointments
|
- Describe the features and benefits of the Licensing and Appointments Service
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List and define the Licensing and Appointment transactions processed by DTCC
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Explain how to process transactions via DTCC's Licensing and Appointments Service
-
Recall special processing considerations, and
- Recognize the record layout for each Licensing and Appointment transaction.
|
|
IPS Positions and Valuations
|
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What is the function of Positions and Valuations within the insurance industry?
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What is the role of DTCC in regard to the Insurance Services Positions and Valuations product?
-
What are the roles of carriers and distributors in sending and receiving position file transmissions?
-
What are the timeframes involved in position file processing?
- How do you correctly populate the fields in the position transmission files?
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