Beautiful Landscape

Annuity Carrier Partners

Update Date: April 5, 2021

CARRIER

DATA FEED QUALITY

REPORT

CONTACTS

NOTES

AIG

FEED TYPE: TBD

FREQUENCY: TBD

Amr Dundarawy
Amr.Dundarawy@aig.com

ANNUITY DATA:  Feed requested
Apr 1: NIC has reached out to Amr to find out what the process is in obtaining AIG Annuity feed. Waiting to hear back. 

ALLIANZ

FEED TYPE: DTCC direct

FREQUENCY: daily

Jason Wellman, Larita Fenske, Tom Burns, Zack Nyberg

ANNUITY DATA: Feed received

EQUITABLE

FEED TYPE: DTCC

FREQUENCY: monthly

ANNUITY DATA: Feed requested

 Apr 1: NIC has reached out to Lisa to find out what the process is in obtaining Equitable Annuity feed. Waiting to hear back. 


 

GLOBAL ATLANTIC

FEED TYPE: TBD

FREQUENCY: TBD

Bob Klein, David Wilken, Brock Scheck, Sam Barnett, Nate Geurkink

ANNUITY DATA: Feed reqested
 

JOHN HANCOCK

FEED TYPE: TBD

FREQUENCY: TBD

ANNUITY DATA: Feed requested 

Apr 1: NIC has reached out to Dan to find out what the process is in obtaining JH Annuity feed. Waiting to hear back. 

LINCOLN

FEED TYPE: DTCC

FREQUENCY: daily

Bill Cohen, Elaine Brown, Stevan Cohen, Jennifer Krieg, Andrea Trosper, John Knowles, John Carter, Rich Short

ANNUITY DATA:  Test file to be processed

Apr 1: Lincoln is sending a test file Apr 6. NIC will validate Annuity data is included in the feed. 

Annuity data is expected to come in with life feed; expecting a direct feed in the next few weeks. 


LEGAL & GENERAL (BANNER)

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: On hold until we get the life feed
 

MUTUAL OF OMAHA

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: On hold until we get the life feed 

NATIONWIDE

FEED TYPE: DTCC direct

FREQUENCY: daily

Andrew Burge, Christopher Nardone, Erik Ross

ANNUITY DATA: Feed is ready to be sent to NIC, we do not have any BGA annuity data requests yet

NORTH AMERICAN

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: On hold until we get a life feed

PACIFIC LIFE

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: On hold until we get a life feed

PENN MUTUAL

FEED TYPE: TBD

FREQUENCY:TBD

Stephanie Luft

ANNUITY DATA: Feed requested.

PRINCIPAL

FEED TYPE: TBD

FREQUENCY: TBD

Dave Peters

ANNUITY DATA: Feed requested
Apr 1: Reached out to Dave Peters to ask for annuity contact.

PROTECTIVE

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no cctivity

PRUDENTIAL

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

SECURIAN

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

SYMETRA

FEED TYPE: TBD

FREQUENCY: TBD

Sean Hooper, Rich Buteau, Phil Bouvier

ANNUITY DATA: Feed received. NiC doing an analysis

ATHENE

FEED TYPE: TBD

FREQUENCY:TBD

TBD

ANNUITY DATA: Simplicity Life to reach out to the Carrier and request annuity data

THE STANDARD

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

DELAWARE LIFE

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

SAGICORE

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

GREAT AMERICAN

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

F & G

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

AMERICAN EQUITY

FEED TYPE: TBD

FREQUENCY: TBD

TBD

ANNUITY DATA: no activity

VOYA

FEED TYPE: TBD

FREQUENCY: TBD

TBD

DATA:  Ash has Voya annuity feed.

  • Todd will inquire about the feed. 

Good data quality

(80% of all policies have completed data attributes)

Average data quality

(policies missing 2-3 key attributes)

Poor data quality

(policies missing 4 or more key attributes, sporadic inconsistencies)

Analysis pending

(Waiting for a feed to analyze)

Steering Committee Meeting Minutes

February 3, 2021

March 3, 2021

Creating new channels for digital engagement

Empowering partners with In Force data

Improving communications with target marketing

Digitizing relationships through NIC's technology hub