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In Force Annuities 

Activate Program

The In Force Annuities Activate program provides you with access to in force annuity data from multiple Carriers, the ability to view your current book of business as well as content, tools and features, from your Carrier and Distributor Partners.
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Annuity Contracts

  • Agent's book of business
    (in force annuity data across multiple Carriers & Distributors)

  • Multiple views and filters to sort, segment & interpret in force annuity data

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Search & Filter

  • Search for Annuitants, contracts & products

  • Filter contracts and Annuitants by multiple attributes including product type, Carrier, geography and other contract attributes 

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Sales & Service Opportunities

  • Filter in force policies and contracts to identify sales & service opportunities

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Lists

  • Annuitant lists to support marketing & cross selling opportunities

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Office View

  • Support for Managing Principals & office views with access to multiple Agents

  • Access for office staff to support multiple Agents

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Data Tools

  • Segment, sort and filter data by combining Policy Owner & Annuitant profile Information with in force policy data attributes

  • Create and save lists for communications, document sharing and data export

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Annuitant Profiles & In Force Annuity Information

  • Profiles for each Policy Owner & Annuitant

  • In force annuity data from multiple Carriers

  • Policy notifications and documents

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Data Insights

  • Access to in force annuity contract insights including surrender charge expiration dates

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Notifications

  • In app & email notifications to your staff and downline including:

    • contract event notifications

    • sales opportunity notifications

    • new message notifications

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3rd Party Access Grants

  • Agents can grant access to their book of business to 3rd parties including support & marketing staff as well as 3rd parties such as accountants

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Support Staff Access

  • Administrative and other support staff have a single access to view multiple Agents & their book of business

  • Tools enabling your staff with easy access to data to do their jobs more effectively

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