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Get exchange requests to the correct processing location, In Good Order the first time!
Ceding Carrier Contact and Requirements Database
Identify ceding carriers’ exchange and transfer requirements BEFORE starting the transfer process. Automated access of up-to-date contact, processing location and
replacement information by product type for 2,150+ Life, Annuity, and Mutual Fund companies.
Database Benefits
Database Access Options
Database Option Features
- Rapidly determine company name changes, acquisitions, and mergers.
- Effortlessly interface the NAIC & DTCC numbers that are essential for routing XML exchange messages.
- Accurate, CASS verified addresses help ensure that your overnight packages arrive at the correct processing location the first time.
- Immediate access available to ceding carriers' up to date contact information
including web-sites, telephone and fax numbers.
- Easily identify processing locations that accept paperless XML exchange requests.
- Instantly know when and which types of signature guarantees are required.
- Immediately identify which companies require their surrender forms or specific processes for approval.
- Detailed notes eliminate the guess work regarding partial withdrawls.
- Identify when original signatures are required or if the request forms can be faxed.
- Estimated turn-around time lets you know when to expect the money.
- Access NY Reg. 60 processing locations and requirements.
Choose the access option that meets your specific needs.
- Retrieve information via standard electronic format over the internet
- Integrate ceding carrier data into your systems.
- Update your private company and location notes.
- Hosted and managed by Cooperative Technologies
- Easy to search web-pages
- Turnkey access - immediately available
- Hosted and managed by Cooperative Technologies
In-House Database
- Database hosted at your company’s datacenter
- Information can be seamlessly integrated into your company’s systems
- Ability to override existing data and add your own information
- Regular updates included
CT 1035™ New Business Exchange Processing Software
- The database is integrated directly into CT 1035 Exchange System
- Seamlessly integrate data into customer service and distributor interfaces
- Add your issuing company requirements and state requirements
- Ability to override existing data and add your own information
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Contact Web Service |
In-House Data Base |
CT1035 System and Data Base |
1035 YellowPages.com |
| Carrier processing locations by product type |
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| Transfer requirements by product type |
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| Telephone numbers by location |
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USPS verified mailing and street addresses |
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| User/site usage reports |
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| Estimated transfer turn around times shown |
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| NAIC number |
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| DTCC member number |
Added by processing location for DTCC members participating in the
DTCC Paperless Exchange Process
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| Paperless exchange processing locations |
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| Electronic access and retrieval |
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| Visual reference cut and paste |
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| Seamless integration into your company system |
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| API provided |
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| Hosted and managed by CT with bi-weekly updates |
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Bi-weekly updates available
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| Behind firewall |
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Pass-through login available |
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| Intranet integration available |
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| Override existing data |
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| Add your company and state requirements |
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| Private company note fields in processing locations |
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Find out how easy it is to start increasing distributor loyalty and improve customer service.
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