Insight Topics
Eleven topics spanning the life and annuity lifecycle and the industry themes around it. The workflow topics are the editorial companion to the solution or service they cover.
Quoting & Illustrations
Comparing products, running compliant illustrations, and carrying the selected case forward instead of starting over at application.
2 articlesAgency & Distribution Management
Running a book of business and a producer network: client and case context, hierarchies, licensing, eligibility, and compensation.
6 articlesNew Business & Order Entry
Capturing life and annuity business, validating it before submission, and moving usable data into the systems that decide and administer it.
4 articlesUnderwriting
Automating what can move, giving underwriters the context for what needs judgment, and keeping the path from application to issue connected.
4 articlesPolicy Administration & Modernization
The system of record over the long life of a product — configuration, transaction integrity, connectivity, and the path from legacy to target state.
11 articlesInforce Servicing & Customer Experience
Completing in-force transactions across policyholders, advisors, and operations — without making core replacement the first dependency.
7 articlesFund & Investment Operations
The daily separate-account cycle: NAV, unitization, fees, trade execution, settlement, reconciliation, and reporting.
Coming soonAI & Automation
Where AI is actually moving work in life and annuity — underwriting, servicing, distribution — and what adoption takes inside a carrier.
6 articlesRetirement Income & Product Design
Annuity and life product design, guaranteed income, and the policy and demographic forces shaping demand.
2 articlesRegulation & Compliance
Regulators, standards bodies, and compliance obligations that shape how products are illustrated, sold, and administered.
2 articlesInsurtech & Innovation
Founders, new product categories, and how carriers and distributors change the way they build, buy, and hire.
1 article