The ANNUITY DATA PROGRAM provides you with access to annuity contracts along with life in force data from multiple Carriers and the ability to view every element of your current Book of Business
Distributor Annuity Contracts
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Single, multi-Carrier view of your entire book of business
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Policy Owner segmentation
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Annuity insights
Office & Business Unit Profiles
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Profiles for each business unit in the hierarchy including firms and offices
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Book of business for each business unit
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Annuity insights, sales & service opportunities for each business unit
Agent Profiles & Annuity Contracts
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Profiles for each Agent in the hierarchy
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Book of business for each Agent in the hierarchy (annuity contracts from multiple Carriers)
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Annuity insights, sales & services opportunities for each Agent
Policy Owner Profiles & Annuity Contracts
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Profiles for each Policy Owner
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Annuity contracts from multiple Carriers
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Policy notifications and documents
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Creating new channels for digital engagement
Empowering partners with In Force data
Improving communications with targeted marketing
Digitizing relationships through technology hub
