Insurance & Retirement Services

DTCC's Insurance & Retirement Services (I&RS) learning page is a resource designed to provide access and comprehensive understanding to I&RS materials. We offer a suite of streamlined processing and compliance-driven solutions for carriers and their distribution partners -- broker/dealers, banks, brokerage general agencies, independent broker/dealers and other firms -- through a secure, centralized and automated infrastructure. This learning center is designed to enable insurance carriers and distributors to exchange information at various points throughout insurance processing cycle.

Explore our Record Layouts, Standard Usage, Contact List and other resources to stay informed and enhance your proficiency in the rapidly evolving insurance industry.