![]() ![]() Partial replacement, policy rules, and conservation details (as applicable)Ĭompany level notes including merger, acquisition, name changes, web site link, and NAIC number Hardcopy location and requirement indicatorsįax and Phone numbers by processing location Search Logic to find correct carrier and processing locationĪs required for additional data integrationįax vs. Seamless integration into Order Entry / New Business systems and Intranets Provides the ability to add private company and location notes.ġ035 YellowPages Web Service (Client Hosted).Hosted and managed by Cooperative Technologies.Turnkey access - immediately available.Easy to search carrier processing location details.Versatile search functionality provides several options for quick retrieval of the carrier’s correct replacement processing data.The service automatically identifies which ceding company processing locations use carrier-to-carrier electronic money settlement, and accept attachments. All ceding data can be instantly tied to each replacement allowing integration of ceding data into all replacement communications. Issuing carrier new business workflow integration ensures in-good-order replacements.Integration of correct delivery methods, including fax numbers, addresses, email and future electronic messaging, ensures that the request is automated whenever possible.Automatically know all unique requirements including proprietary ceding carrier form and medallion signature guarantee rules. Eliminate follow-ups and improve the customer experience with the data necessary to execute the replacement according to the ceding carrier’s requirements.Electronically fill correct ceding data into ACORD 951 / Replacement Forms.E-signature acceptance triggers to instantly identify which carriers’ lines of business accept electronic signatures or if hard copy originals with wet signatures are required.Seamlessly integrate ceding carrier replacement data into order entry platforms and issuing carrier’s new business workflow systems for real-time access to all ceding carrier rules.Hosted and managed by Cooperative Technologies or by the Client.20 years of historical information cuts out researching mergers, acquisitions and name changes.ġ035YellowPages Web Service CTI or Client Hosted.1035 Automation Industry Initiative participants identified.Immediately know when the client must initiate the process and when proprietary surrender forms are required.Detailed Replacement Form and Signature Guarantee notes cut out not-in-good-order requests.Up-to-date Fax and Phone numbers cut replacement delays.E-signature acceptance and hard copy wet signature rules for in-good-order replacements.Search logic helps find the correct ceding carrier and processing location for each product.Accurate processing location addresses so requests are always sent to the correct location.Fax and attachment acceptance rules by product line ensure that requests are always sent as quickly and cost effectively as possible.Replacement information by product type for 2,400+ Life, Annuity, Pension Administrators, Banks, and Mutual Fund companies. Automated access of up-to-date contact, processing location and Identify ceding carriers’ exchange and transfer requirements BEFORE starting the transfer process. Get exchange requests to the correct processing location, In Good Order the first time! Ceding Carrier Contact and Requirements Database ![]()
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