Accelerate the pre-sale process with tools that streamline application submission, document exchange, and activity tracking. DTCC’s pre-issue services help carriers and distributors improve accuracy, reduce delays, and enhance both advisor and client satisfaction.
How You Benefit
DTCC’s pre-issue services transform the new business process by streamlining application submission and tracking, enabling faster and more accurate onboarding for clients. Standardized document handling ensures consistency across systems, while real-time visibility into underwriting status keeps clients informed and engaged throughout the process. Additionally, the platform expedites 1035 exchanges and replacements, minimizing delays and enhancing the overall experience with efficient, transparent, and responsive service.