Explore Our Services

• Transaction Processing & Settlement Offerings

  A single networked solution for complex transactions

  Streamline and automate processing for both carriers and distributors with electronic verification and same-day settlement. Gain efficiencies from the beginning with application submissions and premium payments settlements. 

  • Applications and Premium Settlement -Transmits applications and settles premiums same-day.
  • Settlement for Insurance Distributions - Automates and centralizes withdrawals and carrier-to-carrier replacement.

• Asset Transfer Offerings

  A better way to transfer insurance assets

  Streamline the entire exchange process by automating 1035 transfers and related asset movements. This end-to-end automation accelerates processing from initial transfer notifications through final settlement enabling completion within 48 hours and reducing manual effort across all parties involved.

  • Account Transfers for Insurance (ACATS) / In Force Transactions - Automates the notification to transfer annuity assets when clients change brokerage firms.
  • Distributor of Record Changes - Streamlines the process of switching the distributor of record, including updates to the producer of record, custodial owner/beneficiary and brokerage accounts.
  • Representative Record Changes - Supports updates to the representative of record when transitions occur due to retirement, firm changes, or reassignments.

• Data Maintenance & Exchange Offerings

  Stay current with a single source of truth for insurance data

  Reduce processing time, lower operational expense and centralize the flow of critical information between distributors and carriers across the insurance and annuities lifecycle through a single platform. 

  • Licensing & Appointments - Automates the flow of exchange producer licensing, appointment and training information.
  • In-Force Transactions - Enables distributors to submit a range of updates to post-issue policies.

• Reporting Offerings

  Gain better insights with less effort

  Bridge the gap between complex insurance products and streamlined reporting with a centralized, API-enabled platform for policy, valuation and financial data activity. Gain greater oversight and transparency with access to performance tracking and customer positions, compliance with anti-money laundering regulations. All while also reducing overhead through automation.

  • Insurance Information Exchange (IIEX) - Enables seamless sourcing, consumption and transaction of policy, product and producer data.
  • Positions & Valuations - Facilitates delivery of individual and group annuity contract details from carriers for current snapshot.
  • Financial Activity Reporting - Delivers the exchange of daily financial transaction data, giving distributors a comprehensive and accurate view of client insurance activities.

• Fees, Commissions, & Payment Processing Offerings

  Simplify complex payouts

  Automate the exchange of daily commission payments and financial compensation data across multiple carriers and distributors on a single platform.

  • Commissions Schedule Transmittal - Automates the sharing of commission and compensation schedule details, improving communication and accuracy across annuity and life insurance products.
  • Commissions Settlement - Automates same-day commission settlements and communications between carriers and distributors.
  • Fee & Expense Transmittal - Fully automates disclosure compliance and clarity on various insurance and annuity charges.