IRI has created an Operations and Technology tool to search for key documents, best practices, summaries, and other materials that are accessible by category or committee.
Journey Maps
The financial professional journey for onboarding, planning and research, and status of submitted business are presented along with the pain points, mvp, and objectives.
CanSell Implementation Guide
Implementation details on the CanSell message including message specifications and timelines.
Activity Status Implementation Guide
Implementation details on the Activity Status message including message specifications.
Planning Tools Detailed Summary
Summary of Planning Tool Discussions: Improve annuity usage in planning tools by making annuities easy to understand, visualize, and model. Show the value of the annuity in the clients’ portfolios through enhanced visualization.
Secure 2.0 Impacts
Guidance on Secure 2.0 provisions has been documented from the perspective of the Operations & Technology community.
Best Practice: Email Addresses on Annuity Applications
Leverage this best practice to increase email collection on applications.
Paperless Replacements
Summary of Paperless Transfers: Support the DTCC digitalization of the carrier-to-carrier transfer process to reduce NIGOs, creating efficiencies.
Best Practice: Just-in-Time Appointments
Just-in-time appointment best practices are documented to help firms align across the industry. Process recommendations for all states except Pennsylvania are presented.
Activity Status Detailed Summary
Summary of Activity Status: A consistent real-time activity status message across carriers create transparency and efficiency for financial professionals.