Annuity Data Program Features & Pricing
The ANNUITY DATA program provides Distributors with access to view their in force annuity book of business as well as data insights and sales opportunities for all their downline BGAs, GAs, Firms, Banks, Wirehouses, BDs, Agents and Annuitants through a single app.
KEY BUSINESS DRIVERS
Single view of Life & Annuity Data
Single Client View
Business Insights
Agent Insights
Policy Services
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Single app to access in force life and annuity data
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Cost savings, no/reduced DTCC fees
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Efficiencies from single app and data access
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Enables cross-selling
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Attract and retain downline firms and Agents
Single view of the client including their life and annuity policies
Understand the life and annuity book of business composition for every downline firm, GA and office
Single view of the Agent including their life and annuity book
Access to insights & sales opportunities
Easy access to in force data from multiple life and annuity carriers saves hours of time and endless frustration
Annuity Data Program for Distributors, Partner Firms & Agents
The ANNUITY DATA program provides Distributors with access to view their
Partners, Agents and Policy Owners in force annuity book of business
Distributor In force Contracts
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Distributor annuity book of business (in force contracts across multiple Carriers)
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Book of business statistics, insights & sales opportunities (coming soon)
Firm Profiles & In Force Contracts
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Profiles for each business unit in the hierarchy
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Book of business for each business unit
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Book of business statistics, insights & sales opportunities (coming soon)
Search & Filter
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Search for Agents, Contract Owners, contracts and products
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Segment contracts and product owners by multiple attributes
Annuitant Profiles & Contracts
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Profiles for each Annuitant
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Contract information (in force data from Carriers) & documents
Agent Profiles & Contracts
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Profiles for each Agent in the hierarchy
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Book of business for each Agent
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Book of business statistics, insights & sales opportunities (coming soon)
Lists
Annuitant, Annuities, product and Carrier lists
The ANNUITY DATA program requires Distributors to have the Activate Program for in force life insurance
PROGRAM PRICING
ANNUITY DATA PROGRAM
SETUP FEES: No Setup Fees
MONTHLY SUBSCRIPTION FEES
DISTRIBUTORS & FIRMS
NO. OF AGENTS
(in the Distributor Hierarchy)
ACTIVATE PROGRAM
MONTHLY SUBSCRIPTION FEE
Large
5,000 +
$500
Small
25 to 1000
$100
Boutique
1 to 24
$50
Medium
1,001 to 4,999
$400
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There is no additional subscription fee for Firms included in the Distributor Hierarchy, fees only apply if the Firm has their own separate hierarchy
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Agents can subscribe to the Annuity Data program through the NIC Agent App ($8.99/month for Agent access to an unlimited number of Annuity Carriers and contracts, for participating Carriers)
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Distributors can sponsor Agent access to the Annuity Data Program; $4.99/month/Agent, minimum 50 Agents)