top of page
In Force Life Insurance
Activate Program
The In Force Annuities Activate program provides you with access to in force annuity data from multiple Carriers, the ability to view your current book of business as well as content, tools and features, from your Carrier and Distributor Partners.
Annuity Contracts
-
Agent's book of business
(in force annuity data across multiple Carriers & Distributors) -
Multiple views and filters to sort, segment & interpret in force annuity data
Annuitant Profiles & In Force Annuity Information
-
Profiles for each Policy Owner & Annuitant
-
In force annuity data from multiple Carriers
-
Policy notifications and documents
Search & Filter
-
Search for Annuitants, contracts & products
-
Filter contracts and Annuitants by multiple attributes including product type, Carrier, geography and other contract attributes
Lists
-
Annuitant lists to support marketing & cross selling opportunities
bottom of page