The In-Force Web Services Broker Dealer of Record (BDR) Change tool allows distributors to streamline and automate their Broker/Dealer of Record Changes and non-financial transactions, like address and contact changes, to their carrier partners.
Documentation
Custodial to Non-Custodial - Sample Message (with Sept 2020 requirement)
This is an XML Sample of a Policy Administration Transaction (TXLife) response message for Broker Dealer of Change Custodial to Non-Custodial transfer type.
October 21, 2020
Processing Rules for Broker Dealer of Record Change: B2B Client Transmission
This guide provides guidelines for building the B2B Policy Administration (TXLife 113) request message supporting the five (5) Broker Dealer of Record Change transfer types.
October 20, 2020
Sample Carrier Day 1 Response Message for Broker Dealer of Record Change (Carrier Accepted for Further Processing)
This is an XML Sample of a Policy Administration Transaction (TXLife) response message for Broker Dealer of Change with the carrier accepting for further processing.
October 21, 2020
Sample Carrier Day 1 Response Message for Broker Dealer of Record Change (Carrier Reject for Business Reason)
This is an XML Sample of a Policy Administration Transaction (TXLife) response message for Broker Dealer of Change with the carrier rejecting for business reason.
October 21, 2020
BDR Change Videos
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