Our Technology Foundation

The Strength Behind the Systems

Sustained Commitment to Digital Capabilities

We've made significant, sustained investments in our technology infrastructure. For Retirement Services, that meant implementing an industry-leading policy administration platform nearly a decade ago. All operations are handled by our own team, not outsourced, so we control the quality and consistency of every interaction.

Recent technology investment across Reliance Standard, including a new policy administration platform for Retirement Services and major system upgrades for Employee Benefits

IRI Digital First Member

Actively supporting industry-wide standards for faster, friction-free annuity transactions

Industry First

First carrier to adopt paperless replacements on the Verisk/FAST platform and the 11th carrier in the industry

Just Launched

DTCC Producer Authorization (Can Sell Validation) live with one of our largest broker-dealers

Policy Administration Platform (Verisk/FAST)

We’ve been operating on a modern platform since 2017 and all of our annuity policies are managed on a single, unified system—no legacy system fragmentation, no inconsistent processes. In addition, our team has nearly a decade of experience making it deliver results.

Strong Integrators

We're focused on being strong integrators so we can meet partners where they are—whether that's the advisor, the broker-dealer, or the bank. Our goal is seamless data exchange, without PDFs, faxes, or manual workarounds.

DTCC Integration

Fully integrated with the Depository Trust & Clearing Corporation (DTCC) for electronic applications, payments, and money settlement. Transfer times reduced from the industry standard of 18-30 days to as little as 36 hours.

Intelligent Automation

Document scanning technology processes 40,000+ applications annually. In addition, 40 percent of agent enrollments flow through automated data integration with no manual entry.

Digital-First Architecture

80-90% of applications received electronically. We're building an API-driven ecosystem that allows us to add new integrations and capabilities systematically.

Industry Leadership

Insured Retirement Institute (IRI) Digital First member. First carrier to go live with paperless replacements on the Verisk/FAST platform and the 11th carrier in the industry. DTCC Producer Authorization (Can Sell Validation) live with one of our largest broker-dealers.

Integrated Ecosystem

Current Integrations & Capabilities

Our integration strategy focuses on meeting partners where they are. Whether it's DTCC for electronic applications and money settlement, e-application platforms, or agent onboarding systems, we're building an ecosystem designed to make working with us easy.

Industry Integrations

  • DTCC electronic applications
  • DTCC electronic money settlement
  • DTCC Producer Authorization (Can Sell Validation)
  • Firelight e-application platform
  • Surance Bay agent onboarding

Plugged Into the Industry

Our integration strategy focuses on meeting partners where they are. Whether it's DTCC for electronic applications and money settlement, e-application platforms, or agent onboarding systems, we're building an ecosystem designed for seamless data exchange—no faxes, no manual workarounds.

We were the first carrier to go live with paperless replacements on the Verisk/FAST platform—streamlining the transfer process. We're also live with DTCC Producer Authorization (Can Sell Validation) with one of our largest broker-dealers, helping financial professionals get approved faster, reducing manual reviews, and accelerating time to submit business.

Automation & Processing

  • Automated document scanning
  • Automated agent enrollment processing
  • Agent portal
  • Owner/Contract holder portal
  • Real-time case status tracking

Working Smarter, Serving Better

Document scanning technology processes over 40,000 annuity applications annually. 40% of agent enrollments already flow through automated data integration with zero manual entry. Automated data extraction, currently in development, will further reduce manual keying later in 2026.

Our philosophy is simple: deploy technology to the process, and people to the customers. Automation handles the routine work so our team can focus on service and problem-solving when it matters most.

〈 Previous page
Keep reading 〉

For education of Producers/Agents only. Not intended for use with the general public.