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InsuranceExchange.com Annuity Exchange

Annuity lifecycle command center

One nationwide operating environment connecting demand, producers, carriers, products, quotes, AI, compliance, applications, funding, policies, service, and data — the entire annuity transaction lifecycle in a single view.

Open the RFQ desk

The connected lifecycle

  1. Demand1,284Active consumer inquiries
  2. Producers342Licensed annuity producers
  3. Exchange50 statesNationwide RFQ routing
  4. Carriers18Marketplace carriers
  5. Products96Shelf products on exchange
  6. Quotes486Open RFQs in market
  7. AI92%RFQs AI-matched to products
  8. Compliance11Cases held for review
  9. Applications154In e-application
  10. Funding$41.2MTransfers in flight
  11. Policies2,916In-force policies
  12. Service37Open service tickets
  13. DataLiveLifecycle analytics feed

Platform key performance indicators

Open RFQs
486+12% this week
Quotes returned (7d)
1,893Avg 3.9 per RFQ
Placement rate
61%+4 pts vs. last qtr
Premium in flight
$41.2M154 applications
Compliance holds
113 aging > 48h
Avg. quote turnaround
3h 42mSLA: 24h

Live RFQ pipeline

Open RFQ desk
RFQProductPremiumQuotesBestStage
RFQ-88412R. Whitfield · FL5-yr MYGA$250,00065.55%Quotes In
RFQ-88407D. & P. Okafor · TXFIA — S&P 500 cap$400,0003—In Market
RFQ-88399S. Lindqvist · AZSPIA — life w/ 10-yr certain$180,0005$1,142/moPresented
RFQ-88385H. Nakamura · CA7-yr MYGA$500,00045.35%Compliance Hold
RFQ-88371B. Castellano · NYDIA — joint life$320,0004$2,065/moApplication
RFQ-88342L. Emerson Trust · OHFIA — income rider$275,00057.1% roll-upFunding

AI desk copilot

  • 3 stale RFQs predicted to lapse

    Attention

    RFQ-88407 and two others have gone 5+ hours without a carrier response. Model suggests re-routing to Sovereign and Pinnacle, whose response medians are under 2 hours.

    Re-route now

  • MYGA rate window closing

    Insight

    Two carriers signaled 5-yr MYGA rate drops effective Friday. 14 open RFQs qualify for current rates if presented within 48 hours.

    View affected RFQs

  • Suitability auto-check cleared 9 cases

    Resolved

    The compliance engine auto-cleared 9 of 20 pending suitability reviews overnight; 11 remain for licensed reviewer sign-off.

    Open review queue

Preview insights on seed data. AI recommendations always route through licensed reviewer sign-off — the engine assists, humans decide.

In-force book & servicing

Open operations
In-force policies
2,916
Annualized premium
$612M
Open service tickets
37
Renewals next 60 days
148
Avg. ticket resolution
1.8 days
Persistency (13-mo)
96.4%

Consumer-facing tools

The demand side of the exchange — the public tools producers share with clients feed RFQs directly into this pipeline.