Technology Enhancement: Policy Inquiry & Carrier to Carrier Paper Replacement
Policy Inquiry Dashboard Redesign Update
The redesigned dashboard features a refreshed interface and focuses exclusively on annuity business. Life policy information will continue to be available outside the dashboard.
Quickly view pending and active annuity contracts, receive real-time status updates, and access policy alerts to identify items needing attention. See our promotional video to learn all about the updates.
Carrier to Carrier Paper Replacement Coming Soon!
We’re excited to share that Carrier to Carrier transfers will soon be initiated electronically instead of through mailing or faxing paperwork. This upgrade means faster processing, fewer steps, and a more seamless experience for all users. Carriers can also send money electronically, reducing the need to wait on paper checks.
Please note, this process will be exclusive to participating carriers. As this is a new industry offering, the list of carriers will be limited but expected to expand over time.