AFFIRM® for Annuities - Annuity Platform
Streamline your annuity transactions while ensuring compliance and efficient order management
AFFIRM for Annuities is iPipeline’s dynamic order management system that streamlines and automates the annuity sales process through a digital platform. AFFIRM significantly reduces time spent processing orders and serves as the ultimate annuity management platform bringing enhanced efficiency and control.
AFFIRM ensures that all your transactions are in good order and fully compliant with regulatory requirements through a user-friendly, quick to deploy system. It’s highly customizable, and gives you the ability to standardize information to ensure consistency across your business.
Key features of our annuity software
Flexible Architecture
Our flexible architecture ensures confident compliance with annuity management, and easily accommodates rules, forms, and transmission changes to quickly react to changing regulatory requirements.
Low-Code/No-Code
Low-code/no-code enables self-service capabilities without software changes to better manage your annuity life insurance products, questions and rules, and forms.
Product Profile for Annuities (PPfAs) Support
Fully supports Product Profile for Annuities (PPfAs), DTCC file formats such as attachment, commission, financial activity, in force web transactions for book of business, showcasing our annuity software capabilities.
User-Friendly Interface
User-friendly interface for both fixed and variable products, supporting asset allocation and multiple order funding methods (compliance workflow and self-service capability and our adoption of industries standards).
Streamlining & Automation
Streamlines and automates the annuity sales process, highlighting the efficiency of our annuity software.
Self-Service Capabilities
Self-service capabilities on managing products, questions and rules, forms mapping, and forms generation changes, enhancing annuity management.
InsureSight® Integration
Full reporting and audit tracking featuring standard reporting and data analytics through InsureSight®
System Integrations
Full connectivity enables seamless communication between the systems, facilitating efficient insurance illustration workflows.
The iPipeline difference
AFFIRM for Annuities from iPipeline provides you with:
- One of the simplest and easiest solutions for carriers and distributors to set up – and maintain, showcasing the user-friendliness of our annuity suitability software.
- The ability to standardize information for carriers and distributors – so you spend less time ensuring consistency across your business
- A solution that is extremely customizable for distributors
- Outstanding customer service and continuous product innovation, highlighting why we’re leaders in annuity life insurance solutions.
- Our experience and expertise of being one of the first in the industry, all backed by the security and stability of being a business unit of Roper Technologies, Inc.
Unlock a range of benefits – and streamline your annuity transactions – and invest in AFFIRM for Annuities today.
Benefits for Distributors and BGAs
- Streamlines and automates the annuity sales process
- Significantly reduces time spent processing orders
- Ensures transactions are in good order
- Fully compliant with all necessary regulatory requirements through self-service tools
- Capabilities for customizing specific needs
- Demonstrated confidence in platform security and stability
- Continuous investment in technology and solutions for your future growth
Benefits for Carriers
- Supports your customers’ needs and requirements
- Assists PPfAs by making it easier to add new products and manage existing ones
- Support industry files and formats such as PPfAs and DTCC through our self-service, low-code/no-code annuity platform.
- Network of distribution
