保险 & 退休服务

ACATS / IPS (自动客户帐户. Transfers-保险 Processing Svs.) automates changes in annuities’ broker/dealer of record when clients transfer accounts between brokerage firms.

应用程序 & 溢价 transmits annuity application and initial premium information from distributors to insurance carriers.

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

附件(丙氨酸) enables insurance distributors and carriers to electronically exchange digital (imaged) documents, 签名, forms and other types of unstructured data during the pre-sale, new business and 帖子-issue processing of annuity and life insurance information.

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

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.

与事务 取代容易出错, manual and paper-based 帖子-issue activities with straight-through, electronically signed paperwork, automated processes — from request through to transaction confirmation.

存’s 保险 Information Exchange (IIEX) is a new platform that transforms raw data into actionable insights using an API-enabled environment to consume insurance information.

许可 & 任命 automates and standardizes insurance carrier and distributor agent-related communications.

职位 & 估值 enables insurance carriers to send contract details on a daily, 每周, 按月或其他方式计算, 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.

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

后续保费 transmits subsequent premium information from distributors to insurance carriers.