Order Entry
Comprehensive order entry solutions for life insurance and annuity applications, featuring AnnuityNet for annuity products and LifeSpeed for life insurance. Our platforms streamline the entire application process from initial data capture to carrier submission, reducing errors and accelerating time to policy issuance. Features include automated validation, multi-carrier support, and integrated compliance checking.
Key Benefits
Standardize order processing across carriers and products
Order Entry creates a unified, digital front door for financial professionals to submit new business. By normalizing workflows across variable annuities, mutual funds, and alternative investments, it simplifies the advisor experience while increasing straight-through processing rates for carriers.
Reduce NIGOs and shorten cycle times
Built-in validation checks, pre-filled data fields, and suitability logic catch errors before submission—minimizing delays and manual rework. Transactions are cleaner, faster, and more likely to be processed on the first pass.
Maintain flexibility with carrier-specific rules
Each carrier's unique product, compliance, and operational requirements are supported behind the scenes—without burdening advisors or forcing process changes. This balance of standardization and customization enables broader adoption across distribution.
Improve oversight with real-time status and analytics
Operations and compliance teams get full visibility into submission volumes, error rates, and transaction status. Dashboards and reporting tools make it easier to spot issues, manage exceptions, and continuously optimize performance.
What Makes It Different
Specialized platforms for each product line: AnnuityNet for annuity applications and LifeSpeed for life insurance provide product-specific features and workflows optimized for each insurance type.
Near-perfect application quality: Nearly 100% "In Good Order" rates for annuity applications and real-time error checking for life insurance eliminate rework and processing delays.
Complete digital transformation: Full elimination of paper forms and manual processes creates truly digital workflows from application to policy issuance.
Multi-carrier simplification: Single platform access to multiple carriers reduces complexity while maintaining product choice and competitive positioning.
Get Started with Order Entry
Transform your application processes with comprehensive order entry automation. Contact our team to schedule a demonstration and learn how our order entry solutions can accelerate your insurance sales operations.