AFFIRM® for Annuities

Streamlined order entry for annuities

Welcome to AFFIRM for Annuities, a dynamic compliance and order management system that is the ultimate annuity platform for managing a broad range of annuity transactions.

Our product supports:

• Annuity Order Entry
• Book of Business
• In force transactions:
Withdrawals, Systematic withdrawals, Fund transfers, and Rebalancing

Key features

Flexible Architecture

Our flexible architecture ensures confident compliance with annuity management, and easily accommodates rules, forms, and transmission changes to quickly react to changing regulatory requirements.

Low-Code/No-Code

Low-code/no-code enables self-service capabilities without software changes to better manage your annuity life insurance products, questions and rules, and forms.

Product Profile for Annuities (PPfAs) Support

Fully supports Product Profile for Annuities (PPfAs), DTCC file formats such as attachment, commission, financial activity, in force web transactions for book of business, showcasing our annuity software capabilities.

User-Friendly Interface

User-friendly interface for both fixed and variable products, supporting asset allocation and multiple order funding methods (compliance workflow and self-service capability and our adoption of industries standards).

Streamlining & Automation

Streamlines and automates the annuity sales process, highlighting the efficiency of our annuity software.

Self-Service Capabilities

Self-service capabilities on managing products, questions and rules, forms mapping, and forms generation changes, enhancing annuity management.

InsureSight® Integration

Full reporting and audit tracking featuring standard reporting and data analytics through InsureSight®

System Integrations

Integrates with Broker-Dealer and Financial Institution systems from their CRM, license and appointment system, books, and records systems, reinforcing our annuity platform's adaptability.

The iPipeline difference

AFFIRM for Annuities from iPipeline provides you with:

One of the simplest and easiest solutions for carriers and distributors to set up – and maintain, showcasing the user-friendliness of our annuity suitability software.
The ability to standardize information for carriers and distributors – so you spend less time ensuring consistency across your business
The ability to standardize information for carriers and distributors – so you spend less time ensuring consistency across your business, leveraging our annuity management expertise.
A solution that is extremely customizable for distributors
Outstanding customer service and continuous product innovation, highlighting why we're leaders in annuity life insurance solutions.
Our experience and expertise of being one of the first in the industry, all backed by the security and stability of being a business unit of Roper Technologies, Inc.

Unlock a range of benefits – and streamline your annuity transactions – and invest in AFFIRM for Annuities today.

Benefits for Distributors and Broker-Dealers

Streamlines and automates the annuity sales process.
Significantly reduces time spent processing orders
Ensures transactions are in good order
Fully compliant with all necessary regulatory requirements through self-service tools
Capabilities for customizing specific needs
Demonstrated confidence in platform security and stability
Continuous investment in technology and solutions for your future growth

Benefits for Carriers

Supports your customers’ needs and requirements
Assists PPfAs by making it easier to add new products and manage existing ones
Support industry files and formats such as PPfAs and DTCC through our self-service, low-code/no-code annuity platform.
Network of distribution