Insurance & Retirement Services

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

Activity Status Tracking is a real-time status request and response API messaging service to track annuity applications through the underwriting process

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

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.

Attachments 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.

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.

Commission Schedule Transmittal helps the insurance marketplace address data needs that support the compliant disclosure of earned commission schedules for annuity-related transactions.

Financial Activity for Asset Managers helps fund managers track money movement within their investment portfolios for variable annuity and life insurance products.

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

Fee & Expense Transmittal utilizes efficient, automated processes to give financial professionals transparency in disclosure regulations and related fees & expenses can be deducted.

In-Force Transactions replace error-prone, manual and paper-based post-issue activities with straight-through, electronically signed paperwork, automated processes — from request through to transaction confirmation.

Insurance Information Exchange is a platform that transforms raw data into actionable insights using an API-enabled environment to consume insurance information.

Licensing & Appointments automates and standardizes insurance carrier and distributor agent-related communications.

Producer Authorization provides real-time validation of a producer's credentials for selling insurance products in different jurisdictions.

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.

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

Paperless Replacements Processing facilitates and automates the 1035 exchange/transfer replacement process without sharing documentation, creating standardization and faster completions.

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

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