Annuity Exchange
Operations & servicing
Case management, compliance review, funding transfers, and in-force servicing — the post-quote half of the lifecycle, worked from a single queue.
Active case queue
| Case | Type | Client | Carrier | Owner | Current stage | SLA | Health |
|---|---|---|---|---|---|---|---|
| CASE-5521 | Suitability review | H. Nakamura | Atlas Life & Annuity | Compliance desk | Best-interest documentation | 48h — 6h left | At Risk |
| CASE-5518 | 1035 exchange transfer | L. Emerson Trust | Meridian Financial | Funding ops | Ceding carrier follow-up | 5d — on schedule | On Track |
| CASE-5514 | e-App NIGO correction | B. Castellano | Sovereign Annuity Co. | Case management | Beneficiary form re-sign | 72h — 20h left | Watch |
| CASE-5509 | RMD service request | G. Alvarez | Blue Harbor Assurance | Policy service | Disbursement scheduled | Complete tomorrow | On Track |
| CASE-5503 | Replacement review (Reg 187) | D. & P. Okafor | Pending award | Compliance desk | State replacement forms | 24h — 3h left | At Risk |
In-force book at a glance
- 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%
Preview queues on seed data. In production, every case action is audit-logged and compliance-checked at the point of action.