What’s Next?

Our Technology Roadmap

Our 2026-27 Development Roadmap

We're actively investing in IRI digital-first initiatives with dedicated project management resources. Here's what recently launched and is in development:

Q1 2026

DTCC Center of Excellence Partnership

Collaborating with other carriers to standardize API implementations, ensuring we stay aligned with industry best practices.

Agent Portal Enhancements

What's new: Multi-Factor Authentication. As part of our ongoing commitment to protect your information and your clients' information, the new login page introduces multi-factor authentication (MFA).

Q2 2026
Q2 2026

DTCC Producer Authorization (Can Sell Validation)

LIVE with one of our largest broker dealers. Enables real-time producer validation and a faster, more efficient sales process.

Paperless Replacements

LIVE. Streamlines transfer/exchange process —no more faxes or mailed checks.

Q2 2026
Q2 2026

Digital Rate Center

Bringing the latest rate information together in one convenient location. The rate center gives partners faster access to the resources they need to serve clients with confidence - saving time and supporting a more seamless experience.

Salesforce Integration

We're integrating Salesforce to create a more connected experience for partners and internal teams. This will improve transparency, accelerate response times, and provide better visibility into requests and ongoing support activities.

Q3 2026
Q4 2026

FraudShare Integration

Real-time fraud intelligence powered by LIMRA/LOMA and Verisk/FAST. FraudShare allows carriers to share data on account takeover attempts, malicious IP addresses, and fraudulent contact information across the industry. This integration strengthens our fraud prevention capabilities as we expand digitial self-servce options,

Owner Portal Enhancements

Enhanced security and usability updates continue to improve the digital experience. Expanded access for Trust and Corporate accounts with complex ownership structures will simplify account management and increase efficiency for clients and financial professionals.

Q4 2026

FidX Connectivity

Integrate with FidX to simplify and accelerate the exchange of information between partners and our team. This enhancement supports a more seamless digital experience, reduces manual processes, and improves speed and accuracy of transactions.

2027
2027

Straight-Through Processing

Clean cases processed end-to-end with minimal manual intervention, supported by enhanced document scanning and data validation.

Carrier-to-Broker-Dealer Electronic Settlements

Direct electronic payment settlements back to broker-dealer accounts, eliminating paper check processing.

2027
2027

API Bank Account Verification

Real-time bank account verification integrated directly into our system for enhanced fraud protection and faster funding.

Roadmap and associated timelines are provided for informational purposes only and reflect current plans and expectations. All features, timing, and deliverables are subject to change.

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