应用程序 & 溢价

应用程序 & 溢价 (应用程序) transmits annuity application and initial premium information from distributors to insurance carriers. The service provides an efficient, straight-through process for validating, formatting and submitting annuity applications and initial premium payments while incorporating same-day money settlement.

• Who Can Use The Service

  应用程序 & 溢价 (应用程序) is available to firms that are members of 存’s National Securities 清算 Corporation (NSCC). Click here for information on how to become a member of NSCC.

• 好处

  With 应用程序, customers can:

  • Settle money the same day for annuity applications and initial premium payments.
  • Automate reconciliation of receipts and payments; eliminate checks and wire transfers and their associated costs.
  • Achieve a higher percentage of “in-good-order” business by reducing the number of data-entry errors and minimizing paper applications and supporting documents that are incomplete or deficient.
  • Simplify and streamline the sales process and lower costs by reducing paper and manual processing so that distributors can focus on creating new business opportunities and servicing customers.
  • Improve turnaround time for issuing annuity contracts, to one day in many cases.
  • Secure confidential data through 存’s Securely Managed and Reliable Technology (SMART) network, which provides centralized, end-to-end managed communications for all post-trade clearance and settlement processing.

• How The Service Works

  Using a mainframe or Internet connection, distributors electronically send application and premium information to NSCC, which then routes the applications and payments to insurance carriers and settles the premium.

• For More Information

  请电邮至 (电子邮件保护) 或者填写一份 联系我们 form.