Beautiful Landscape

NIC Carrier Data Status Report

Update Date: May 28, 2021

Annuity Carrier Partners

ANNUITY PRODUCTION FEEDS AVAILABLE

CARRIERS ENGAGED IN DISCUSSION

NO CONTACT

7

18

43

CARRIER

DATA FEED

QUALITY

REPORT

CONTACTS

NOTES

ALLIANZ

FEED TYPE: DTCC direct

FREQUENCY: daily

PRODUCTS INCLUDED

EIA, FIX

Jason Wellman, Larita Fenske, Tom Burns, Zack Nyberg

DATA:  no action required

EQUITABLE

FEED TYPE: DTCC

FREQUENCY: monthly

Lisa Kishko

DATA: DTCC feed availabl

JOHN HANCOCK

FEED TYPE: DTCC

FREQUENCY: daily

Dan Falco

DATA: no action required

TECHNOLOGY INTEGRATION: 

LINCOLN

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

DATA: May 19: Lincoln direct SFTP file (includes Annuity data) has been received on May 17th. No action required. 

FEED TYPE: DTCC direct

FREQUENCY: daily

PRODUCTS INCLUDED

EIA, DIA

* new report underway

NATIONWIDE

FEED TYPE: DTCC direct

FREQUENCY: daily

Andrew Burge, Christopher Nardone, Erik Ross, Troy Anderson

DATA:  No current conversation required. NIC ha requested a feed for Valmark first. 

TECHNOLOGY INTEGRATION: 

PENN MUTUAL

FEED TYPE: DTCC direct

FREQUENCY: daily

Stephanie Luft, Dorie Harrell, Jennifer Dorfmeister, Pam Ziegler

DATA:  No action required

SYMETRA

FEED TYPE: DTCC direct

FREQUENCY: daily

Sean Hooper, Rich Buteau, Phil Bouvier

DATA: No action reuquired

* new report underway

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)