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Insurance Carriers

A Seat at the Table

Insurance carriers have generally found themselves locked out of advisory conversations as advisors have come to rely on increasingly sophisticated digital wealth management platforms to perform essential activities such as proposals, account opening, reporting, analysis and rebalancing. Annuity sales remain a paper-intensive activity that lacks any integration with these automated tools. With FIDx, carriers leverage a direct channel to the advisory market, making annuity sales as easy and seamless for advisors as any other product.

FIDx technology brings paperless efficiency and data-driven intelligence to product development and distribution—as well as instant access to the advisor channel, including fee-based RIAs—with minimal investment in technology development.

How It Works

Through the use of industry standards, FIDx can make insurance products accessible as never before, requiring little effort on the insurance carrier’s end. This includes common industry practices like licensing, transactions, and product definition. The FIDx Product Store provides carrier partners with a single point of entry to manage their product set and its availability on their own schedule.

Product recommendations, daily advisor processes from research, to illustration, to proposal, to trade to settlement processes can now be streamlined, integrated with the world’s most popular wealth management platforms, without the overhead and technology expense of integrating with each platform separately.


Build Once and Scale Automatically


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