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


    DTCC’s sophisticated I&RS processing environment has evolved from more than 20 years of development, with an interconnected and layered suite of products and services. Over 500 firms exchange large amounts of data throughout the lifecycle of insurance products, making it difficult to determine critical business decisions or respond to today’s rapidly changing regulatory and reporting requirements. While effective and efficient, the sheer volume of over 14.5 million insurance policy records processed daily can be challenging for clients to pinpoint the information needed.

    DTCC’s Insurance Information Exchange (IIEX), a platform for the exchange of policy, producer, and product data, provides clients with an easy, flexible and secure data hub to support the sourcing and consumption of data. Access to in-force policy data in IIEX is readily available, on-demand, through a user interface, via DTCC Portal, as well as an API-enabled platform.

    In future iterations, it is envisioned to eventually allow the exchange of information throughout any stage of the insurance processing cycle. Designed with active input from DTCC clients, IIEX allows clients to create analysis and intelligence around data quality.

    IIEX is enhancing data quality, completeness, delivery and access – all while reducing redundancy and risk, transforming a traditionally chaotic process into an orderly one.


    Using the API-enabled platform, IIEX allows clients to centralize and exchange their data. Benefits include:

    • Centralized data hub provides a standardized alternative to the need for sending large, redundant batch files
    • Users can access easily consumable, purpose-driven and in force policy data files
    • Additional phases will expand on the data offering across policy, producer and product details and will expand the data sourcing and delivery capabilities using new technologies
    • Offers a solution for all insurance product types - annuities, life insurance and insurance-based retirement plans
    • Stay compliant, meeting industry data standards through reactive regulatory changes
    • Flexible, secure platform with API capabilities


    Accessible from a user interface, the DTCC Portal, with API search capabilities, IIEX will give users the flexibility to view and access in force policy data and achieve insights into data quality completeness scores that leverage business defined critical attributes, by product types.

    How Insurance Profile Works

    *IIEX’s User Interface will be accessible via the DTCC Web Portal and the IIEX APIs in the DTCC API Marketplace.


    The IIEX platform is readily available to all I&RS clients and business partners who are members of DTCC’s National Securities Clearing Corporation (NSCC). See more information on how to become a member of NSCC.

    IIEX APIs are also available to non-NSCC data vendors and solution providers to host for their clients.

    If you’re interested in learning more about your eligibility to use IIEX, please fill out this quick Contact Us form.

  • For More Information

    To request additional information, please click here.

Additional Resources

  • News

    Check out the latest news about DTCC's IIEX platform that transforms raw data into actionable insights using an API-enabled environment to consume insurance information.

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  • Legal

    Download important legal notices about DTCC's Insurance Information Exchange providing a standardized alternative to the need for sending large, redundant batch files.

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  • Client Center

    Download secured and public documents necessary for DTCC's Insurance Information Exchange (IIEX) platform. Call us at 1-888-382-2721 for support regarding I&RS services.

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DTCC Learning offers comprehensive, fast-track training for DTCC customers of financial services organizations who are looking to expand their expertise and abilities in using the post-trade processing products and services provided by DTCC’s subsidiaries.