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Annuity Outsourcing for Insurance Carriers, Agents & Brokers

Annuity Processing Services

Our Insurance Processing services can assist Insurance and Insurance originators as well as lenders in streamlining their business processes to reduce Insurance processing time, processing costs and increase their ability to gain market share. We can provide you with a custom-fit business solution to help you originate Insurances in complete compliance with regulations. We check the entire package and communicate with Insurance Broker, LO and Underwriter at every step in the process.


Annuity Processing Outsourcing

  • Case Management
  • Plan Installation
  • Payment Processing
  • Customer Support
  • Plan Administration
  • Database Management
  • Payout Administration
  • Reference Data Management
  • Claims Servicing
  • Regulatory Reporting
How Oursourcing Insurance Processing Helps
Challenge: Inconsistent Insurance volume can make it difficult for lenders of all sizes to maintain consistent profit margins. Furthermore, hiring full-time specialized staff for each step in the Insurance processing cycle can be costly, especially during cycle downtimes.

Solution: InsuranceSquad360 Services offers outsourced Insurance origination and processing services that cover every incremental step of the cycle, from file receipt to Insurance closing to servicing transfer, thereby replacing the need for excess staffing.
Annuity Products Supported
  • Fixed Annuities
  • Variable Annuities
  • Index Annuities
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