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Annuity Data Program for Agents

Annuity Data Program
ANNUITY BOOK OF BUSINESS SUMMARY
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  • The annuity data program provides Agents with access to a single view of their in force annuity book across all participating Carriers and Distributors. 

  • The home page provides a snap-shot of the annuity book and some high-level statistics 

ANNUITY BOOK OF BUSINESS

  • The Annuity grid enables access to all annuity contracts across all Carrier and Distributor partners (requires the Carriers and Distributors to be on NIC)

  • Filters enable sorting and segmenting of the book​

  • Filters include:

    • Annuity Type

    • Carrier

    • Contract Status

    • Premium

    • Surrender Value

    • Accumulated Value

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CONTRACT OWNER PROFILE

Current annuity information includes:

Policy Level Attributes:

  • Policy/Contract No.

  • Status

  • Issue State

  • Product Type

  • Product Name

​

Policy Valuation Attributes:

  • Accumulation Value

  • Surrender Value

  • Death Benefit

  • Surrender Charge Expiration date

​

Premium Payments:

  • Contract Effective Date

  • Initial Premium Paid

  • Next Premium Payment Date

  • Annual/Modal Premium

  • Premium Since Inception

  • Withdrawals Since Inception

​

Fund Level Information:

  • Fund Name

  • Fund Value

  • etc.

​

​​​

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Policy Level Attributes:

  • Policy/Contract No.

  • Status

  • Issue State

  • Product Type

  • Product Name

 

Policy Valuation Attributes:

  • Gross Cash Value/Accumulation Value

  • Net Cash Value

  • Net Death Benefit

  • Modal Premium

  • Face Amount

  • Gross Premium Since Inception

Policy Data Attributes: 

  • Issue Date

  • Surrender Charge Expiration Date

  • Termination Date

 

Policy Events & Loan Values:

  • Premium Frequency

  • Payment Method

  • Loan time

  • Loan Rate

 

Positions & Investments:

  • Fund Name

  • Fund Percentage

  • Standing Allocation Information

Agent Information:

  • Agent Full Name

  • Agent Role Code

 

Policy owner/Annuitant Information

  • First Name & Last Name

  • Birth Date

  • Gender

  • Address

​

Policy Beneficiary Information:

  • First Name & Last name

  • Birth Date

 

Rider Information:

  • Rider Name

  • Rider Value/Face Amount

ANNUITY INSIGHTS & OPPORTUNITIES

Summary​

  • Total Accumulation Value

  • Total Surrender Value

  • Anniversary Dates

  • New In Force

  • Total Variable Annuity Book

  • Total Fixed Annuity Book

  • Total Fixed Indexed Annuity Book

  • Contract Status

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Sales Opportunities generated from the Annuity Book:

 

  • Annuities segmented by Surrender Period Expiration Date​

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