Insurance & Retirement Services

Home / Wealth Management Services / Insurance & Retirement Services Print

DTCC's Insurance & Retirement Services (I&RS) offers a suite of streamlined processing and compliance-driven solutions for carriers and their distribution partners -- broker/dealers, banks, brokerage general agencies, independent broker/dealers and other firms -- through a secure, centralized and automated infrastructure. This infrastructure enables insurance carriers and distributors to exchange information at various points throughout the annuity and life insurance processing cycle.


Contact Client Support

Contact a Relationship Manager at insurance@dtcc.com.

For technical questions, email insurancesupport@dtcc.com or call 1.888.382.2721

home

Products and Services

ACATS-IPS

 

ACATS/IPS (Automated Customer Acct. Transfers-Insurance Processing Svs.) automates changes in annuities’ broker/dealer of record when clients transfer accounts between brokerage firms.

Learn More

APP

 

Applications & Premium transmits annuity application and initial premium information from distributors to insurance carriers.

Learn More

AAP

 

Asset Pricing enables insurance carriers to transmit the unit values for underlying funds within variable annuity and life insurance products to distributors on a daily basis.

Learn More

ATT

 

Attachments (ATT) enables insurance distributors and carriers to electronically exchange digital (imaged) documents, signatures, forms and other types of unstructured data during the pre-sale, new business and post-issue processing of annuity and life insurance information.

Learn More

ATT Access

 

Attachments Access is a standalone data entry tool that allow senders to electronically send unstructured data , digitally, through different stages in the insurance lifecycle.

Learn More

BIN

 

Broker Identification Number facilitates brokerage identification number/brokerage account number changes requested by a distributor.

Learn More

Commissions

 

Commissions service automates the settlement of commissions and compensation dollars, as well as communications between insurance carriers and distributors. Commissions bring these efficiencies to both annuity and life insurance products. 

Learn More

FAR

 

Financial Activity Reporting enables insurance carriers to provide distributors with daily financial transaction information, providing a comprehensive, accurate picture of client accounts.

Learn More

Fund Transfers

 

Fund Transfers enables distributors and insurance carriers to perform fund transfer transactions in real-time.

Learn More

IFT Access

 

In-Force Transactions (IFT) Access is a standalone data-entry request/reporting tool allowing distributors to enter data or upload a file for BIN and representative of record changes.

Learn More

Insurance Profile

 

DTCC Insurance Profile is the only repository for annuities distributors to access expense, fee and commission schedule data from carriers in a centralized location.

Learn More

LNA

 

Licensing & Appointments automates and standardizes insurance carrier and distributor agent-related communications and provides settlement of licensing-and appointment-related fees.

Learn More

LNA Access

 

LNA Access is a standalone request and reporting tool that allows distributors, carriers and training vendors to share critical producer data.

Learn More

Networking

 

Networking for Standardized Data Reporting is an automated, centralized record-keeping through which all customer account activities can be exchanged and reconciled by clients.

Learn More

POV

 

Positions & Valuations enables insurance carriers to send contract details on a daily, weekly, monthly or other basis, providing a current snapshot of their entire book of business.

Learn More

PMP

 

Producer Management Portal provides centralized sharing, tracking and verifying of producer training completions to manage and comply with NAIC requirements.

Learn More

Replacements

 

Replacement Processing enables carriers to send annuity 1035 information and distributors to receive pending case status information in a secure and standardized environment.

Learn More

REP

 

Representative of Record facilitates changes of representative of record within a firm when the representative leaves the firm or when business is transitioned to another agent.

Learn More

Settlement

 

Settlement Processing for InsuranceSM automates the settlement of post-issue money/funding allowing for the optimal facilitation of funds back to a client’s account.

Learn More

SUB

 

Subsequent Premiums transmits subsequent premium information from distributors to insurance carriers.

Learn More

Life Insurance

 

DTCC's Insurance & Retirement Services offers a suite of streamlined processing and compliance-driven solutions for life insurance carriers and their distribution partners through a secure, centralized infrastructure.

Learn More
dtccdotcom