Insurance Profile

DTCC Insurance Profile enables annuities distributors to access expense, fee and commission schedule data from carriers in a central location.

Carriers submit and maintain standardized expense, fee and commission schedule data via Insurance Profile. DTCC then validates the data and stores it in the centralized Insurance Profile repository where it is retrieved by distributors.

 insurance profile

 

Guidance for Distributors

The pdf DTCC Insurance Profile User Guide (1.73 MB)  is intended to show distributors how to use the Insurance Profile Web interface. As a distributor, you will be able to:

  • Access Product CUSIP level standard commission data
  • Export commission schedule data in a spreadsheet
  • Access Product CUSIP level standard fee and expense data, and
  • Export a fee and expense summary report.

Guidance for Carriers

The pdf DTCC Insurance Profile Web Interface User Guide for Carriers (2.63 MB)  is intended to show carriers how to use the Insurance Profile Web interface. As a carrier, you will be able to:

  • Access your Product CUSIP level standard commission data
  • Export your commission schedule data into a spreadsheet
  • Access your Product CUSIP level standard fee and expense data
  • Export your fee and expense summary reports
  • Upload a fee and expense message file, and
  • Delete your fee and expense data from the repository.

 

DTCC Insurance Profile User Guide

This guide is intended to show distributors how to use the Insurance Profile Web interface. As a distributor, you will be able to: Access Product CUSIP level standard commission data Export …
April 12, 2017

DTCC Insurance Profile Web Interface User Guide for Carriers

DTCC Insurance Profile is a repository of expense, fee, and commission schedule data provided by carriers for annuities distributors to access from a centralized location. This guide provides instruc…
June 29, 2017

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