Zinnia’s life insurance and annuity e-application software helps carriers and distributors capture application data, apply configured rules before submission, and connect with the systems that handle the next step. Bring available information forward, surface missing or inconsistent details earlier, and keep the application connected to the work around it.
Step 1 of 3
FIND YOUR PATH
Step 1 of 3
FIND YOUR PATH
Life insurance applications connect to underwriting and evidence collection. Annuity applications bring funding, product requirements, and the firm’s suitability review into the process. Choose the software built for the business you submit.
LIFESPEED
LifeSpeed supports electronic life insurance applications with guided data capture, embedded e-signatures, and configured carrier-rule validation. Available data from connected CRM and illustration systems can carry into the application, with supported handoffs into new business and underwriting.
ANNUITYNET
AnnuityNet supports annuity e-application workflows across multiple carriers, bringing together application capture, forms, funding requirements, and configured product rules. It supports the firm’s suitability-review process and submission to connected carrier systems.
An electronic application is part of a larger transaction. What information enters the workflow, which checks apply, and what reaches the next system all matter. Configured validation supports these workflows. It does not by itself make an application complete, suitable, or accepted.
Apply configured carrier and product rules to identify missing or inconsistent information while the submitter can still address it.
Bring information forward from supported CRM and illustration integrations to help reduce duplicate entry. Which fields transfer depends on the carrier, product, and integration.
Pass application data that has cleared configured checks into supported downstream workflows. Life cases move toward underwriting; annuity cases follow the applicable firm-review and carrier-submission process.
Evaluate the workflow your team needs to run—from starting an application to handling the submission. Use these questions to focus a demonstration on your actual products, systems, and operating requirements.
Does the software support your life insurance or annuity products, carrier requirements, and distribution workflows?
Which checks run before submission, and how does the user resolve an issue?
Which forms, questions, permissions, and rules can your team maintain?
Which data fields carry forward, where do they go, and which steps still require manual entry?
Order entry connects the work that prepares a case with the processes that review and administer it.
For life insurance, supported integrations can carry available information from CRM and illustrations into LifeSpeed and onward to underwriting. For annuities, AnnuityNet supports application capture, configured checks, the firm’s suitability review, and carrier submission.
Prepare product and case information before the application.
Connect available client, producer, and case context.
Continue the life application review process.
Carry available issued-business data into supported administration systems.
Zinnia order-entry infrastructure supports a substantial share of the electronic annuity transactions processed through broker-dealers via DTCC.
LifeSpeed supports life insurance e-applications. AnnuityNet supports annuity applications and order entry. Each product page covers its capabilities in more detail.
LifeSpeed and AnnuityNet support embedded e-signature capture within their application workflows.
Supported integrations can bring available information into the application. Field coverage depends on the product, carrier, and connected systems.
AnnuityNet supports the firm’s suitability-review workflow. The firm remains responsible for its review and decisions.
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Talk with Zinnia about your life insurance or annuity products, distribution requirements, and connected systems. Explore how LifeSpeed or AnnuityNet fits your application and submission process.