David is one of the most energetic 24 hour a day entrepreneur! Leverage cloud scale and all ALIP functionality—on-premise, IaaS, or PaaS— managed with standard tools and backed by Accenture’s robust security. This information is incorporated into the order-entry process and suitability questionnaire and can be accessed by sales reps anytime, anywhere via the Internet and AnnuityNet's wizard. educate myself on how and what each annuity offers.”. A compelling reason to encourage reps to recommend their product over a competitive product that requires old-fashioned paper forms. Winner of two 2019 XCelent awards in the “Breadth of Functionality” and “Depth of Service” categories. Unable to process request, please contact site administrator. And we're ready to support other financial instruments as well. And speed is of the essence. rate lets you choose based on facts. Web, »
Many carriers report receiving 98% in-good-order applications. are you different as an agent? After Annuities Genius: You're not telling your prospects, you're SHOWING what's ALIP earns top honors for Breadth of Functionality and Depth of Service in Celent report. With thousands of annuities on the market, how can you really recommend the right one in the age of pages: 3. EbixExchange remains enthusiastic about the unfolding directives from NAVA and other industry forums, and is pleased to do its part to accelerate adoption of current and future e-signature solutions. Run a IUM (income under management) report to compare various strategies (maximum withdrawals, specific amount, growth) to maximize your annuity Tap into our growing network of partner solutions through ALIP’s Interface Exchange and Integration Platform as a Service (IPaaS) where you can access hundreds of prebuilt and pretested interfaces or quickly build your own. protection. Build trust by educating your client. The foundry is Ebix Exchange's special management interface used by home office administrators to externally control and configure various aspects of the AnnuityNet Platform. Beacon Research is recognized for its institutional and quality on fixed annuity information. Automatic scoring and adjudication occurs during the order-entry process, resulting in applications that are submitted quickly, accurately and completely. appropriate annuity to meet the clients goals. Foundry enables insurance carriers to establish and maintain their products on the AnnuityNet platform via PPfA's, forms XML, and PDF's - the electronic building blocks of automated order entry. AnnuityNet enables insurance carriers to realize higher sales and greater efficiencies in two ways: AnnuityNet enables carriers to efficiently introduce and update products and compliance rules electronically, then to transmit them instantaneously to the automated offices of distributors/brokerages. I have been very happy with AnnuitiesGenius since signing up for the software. you stand out from the crowd? Annuity Genius was founded on the belief system that most annuities are not worthy of your investment consideration. Morningstar, Inc. is a leading provider of independent investment research. These final rules and guidelines (or updates to the original ones) become embedded into the suitability questionnaire and order entry wizard that branch managers and/or sales reps access to qualify clients and/or to review sales. The exceptional perspective provided by this knowledgeable resource - recognized in the industry as a leading authority on ACORD standards - will prove indispensable for anyone implementing ACORD standards. In the fall of 2005, the National Association of Variable Annuities (NAVA) announced its sponsorship of an STP initiative, and in early March 2006 formalized initial strategy and scope and also working groups focusing on true e-signature standards. Accenture Life and Annuity Software. Gain insights using pre-built predictive models designed exclusively for L&A carriers. Achieve new levels of automation, launch products faster and gain agility that will outpace your competition. Industry leaders such as AIG, Charles Schwab, Prudential, Nationwide (UK), Snap-on Credit and Wells Fargo chose CIC's products to meet their needs. In addition to the suitability questionnaire, and optional and automatic compliance reports and features built in to AnnuityNet, we also offer distributors our Integrated Suitability Program - a comprehensive review of your entire compliance environment that capitalizes on all of our industry and regulatory experience. Our Pre-Sales Kit, which gives brokers an offline environment (when out of the office) that syncs up with AnnuityNet, is a good example of the type of support available only from EbixExchange. AnnuityNet supports fixed & variable annuities, immediate, and equity-indexed annuities. everything I need to help my client in with best interest requirements in While the executive group agreed that electronic transaction processing was gaining acceptance as the most effective way to support growing regulatory demands, they also agreed that signature requirements would pose a challenge to managing transactions purely electronically. Designed to increase annuity sales and reduce compliance risk, AnnuityNet is more efficient, more appropriate, and allows more successful transactions - at a lower cost than manual, paper-based systems. individual carrier approval. and Wellness. Here are some of the key technology partner organizations that are a part of our systems experience; click on their logo to visit their Web site: Thank You for contacting us. Run a Snapshot report for past performance, calculate IRR (internal rate of return) and see total fees and fees as a % of growth. carrier’s complete product information before making a decision. When launching a new annuity product or updating an existing one on the AnnuityNet Platform, insurance carriers use Foundry - Ebix Exchange's unique product management interface. ALIP positioned a Leader in 2020 Gartner Report, Accenture receives two XCelent Industry Awards for Life Insurance Policy Administration, Do Not Sell My Personal Information (for CA), Independence with the power of configuration, Flexibility to support evolving business needs, Integrated digital capabilities that improve consumer satisfaction, Programs that keep your systems current—never be legacy again, Deployment options to fit your business, including on-premise, cloud, hosted, BPO and a Platform as a Service model.
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