DTCC's Insurance & Retirement Services (I&RS) offers a suite of streamlined processing and compliance-driven solutions for carriers and their distribution partners -- broker/dealers, banks, brokerage general agencies, independent broker/dealers and other firms -- through a secure, centralized and automated infrastructure. This infrastructure enables insurance carriers and distributors to exchange information at various points throughout the annuity and life insurance processing cycle.
Listed below are the products for Insurance & Retirement Services. Click into each product link below to explore more...
Agent Services
Commissions (COM)
Licensing & Appointments (LNA)
Producer Management Portal (PMP)
Pre-Issue Services
Applications & Premium (APP)
Attachments (ATT)
Monitoring & Reporting
Asset Pricing (AAP)
Financial Activity Reporting (FAR)
Featured Content
Insurance Information Exchange (IIEX)
Featured Content
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IIEX Online Help
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Trading Partner Transaction Management
Manage your trading partner relationships for ATT, LNA, IFT, and AAP
Positions & Valuations (POV)
Post-Issue Services: Non-Financial
ACATS / IPS
In-Force Web Services (IFW)
Featured Content
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A Tour of IFT Access
Take a video tour of IFT Access.