与事务

存’s 与事务 supports both financial and non-financial actions for post issue policies. 这 allows distributors to submit requests through mainframe, 实时web消息传递, 或者一个简单的网络界面, 通过存门户. 与事务 are an offering of National Securities 清算 Corporation (NSCC), 存子公司.

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  它的保险 & 退休服务(一)&RS)开发了 multiple 与事务 set to replace error-prone, manual and paper-based post-issue activities with straight-through, electronically signed paperwork, automated processes — from request through to 交易确认.

  和我&RS providing a secure, centralized and standardized system, carriers and distributors both gain greater transparency into the myriad transactions that occur between carriers and 生产商. 这 access to data also supports regulatory demands for greater oversight of post-issue transaction activity. 的范围 financial and non-financial transactions include:

  金融交易:

  • 安排、设置和维护
  • 金融取款
  • 基金转移
  • 价值观的调查

  非金融交易:

  • Broker/Dealer of Record (BDR) Changes
  • Brokerage Identification Number (BIN) Changes
  • 死亡通知
  • Policy Administration Request (Party, Address & 沟通更改)
  • 政策行政谘询
  • Representative of Record (REP) Changes

• 谁可以使用该服务

  与事务 are available to firms that are members of NSCC and I的客户&RS.

• 好处

  • 与事务 simplify the way insurance products are serviced
  • Decreases operating costs by reducing manual processes and physical paperwork
  • Automated and standardized system provides transparency into transaction between carriers and 生产商
  • 易于使用，安全的界面
  • Efficiently provides a faster method of submitting information changes on insurance policies executed by the firms who 推销这些vnsr威尼斯城官网登入
  • Supports regulatory demands for oversight into market activity

• 服务如何运作

  Using one of the 存 connectivity options (dedicated, 互联网, 存门户), participating distributors can send 并通过存接收更改. 有很多种方法 transaction can be submitted for processing to 存 (web service, 主机批处理或通过存).

  The 与事务 functionality routes transactions between distributors and insurance carriers using XML or batch mainframe technologies to request and receive requests to support numerous post 问题的事务.

  The 与事务 are comprised of the following key post-issue transactions, via XML real time messaging capabilities:

  • Arrangements is a one-time change to a service feature on an insurance 合同. 安排可以 consist of the following programs such as Systematic Withdrawals, Dollar Cost Averaging, Automatic Payments, Asset 分配等.
  • 死亡通知书提供 insurance carrier with a notification that a death has occurred to one or more parties to the in force/active policy or 合同.
  • 金融取款 is a one-time full or partial redemption of funds from an insurance 合同.
  • Fund Transfer is a direct exchange or on-time reallocation of the underlying funds within a variable 保险资产. 这 request includes modifications to the service features affected by the exchange.
  • Policy Administration provides a defined set of changes to an in force/active policy or 合同. 这 message supports both party and communication changes.
  • 值查询用于返回 various policy values for a specific in force/active policy or 合同. The 价值观的调查 transaction begins the 金融取款, 基金转移, and Arrangements 交易信息.
  • Policy Administrative Inquiry is used to obtain the policy information needed specifically to perform basic policy administration activities. 此消息允许 distributor or vendor platform to gather necessary information about an in force/active policy to determine the administrative 允许的更改. 政策行政查询 transaction begins a Policy Administration transaction message.

  In addition, there are two mainframe, batch formats to support the following transactions:

  • Change of representative of record facilitates a change of agent information, 在分销公司内部, 在单一合同或保险单上.
  • Broker Identification Number transaction delivers instructions to network or link a policy within a brokerage account.

• 了解更多信息

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