IRI has created an Operations and Technology tool to search for key documents, best practices, summaries, and other materials that are accessible by capability or committee.
Digital Submission Only Maturity Model
The Digital Submission Only Maturity Model helps firms assess their current readiness, identify capability gaps, and understand the progression from paper-dependent workflows to DSO-Live and scaled digital adoption. It provides a practical framework for carriers, distributors, and order entry platforms to align on where they are today and what steps are needed to advance toward reliable digital-only issuance.
Executive Summary – Application Status
This document outlines an industry standard that establishes a consistent framework for tracking and communicating annuity application status. The standard enables real-time status visibility and automated notifications, helping carriers, distributors, and service providers improve efficiency, reduce manual inquiries, and streamline application processing across the annuity ecosystem.
Executive Summary – Policy Inquiry
This document outlines an industry standard that establishes a consistent framework for requesting and sharing annuity policy information, enabling carriers, distributors, and solution providers to access key policy details through a common approach. The standard helps reduce manual effort, improve consistency, and support a faster, more reliable servicing experience across the annuity ecosystem.
DSO Maturity Heat Map
The DSO Maturity Heat Map helps firms assess their current readiness, identify capability gaps, and understand the steps needed to progress toward DSO-Live and scaled adoption.
Executive Summary – Fund Transfer
This document outlines an industry standard that establishes a consistent framework for submitting and processing one-time annuity fund transfer requests, enabling carriers, distributors, and service providers to move contract values between investment options more efficiently.
Executive Summary: Producer Training Update
This document summarizes a new real-time API standard that streamlines producer training verification across the annuity industry, reducing errors, improving efficiency, and ensuring accurate, up-to-date eligibility information.
Executive Summary – Activated Annuity Income
This document provides an executive summary of the Activated Income standard, which integrates annuity income streams into financial platforms to improve visibility, advisor engagement, and holistic retirement planning.
Digital Submission Only: Implementation Guide
The Implementation Guide defines the minimum required capabilities for a firm to be considered live on Digital Submission Only (DSO). It describes what must be implemented without prescribing how those capabilities are technically delivered, allowing flexibility across carriers, distributors, and order entry platforms (AOEs).
Executive Summary: Paperless Replacements
This document provides an executive summary of the Paperless Replacements standard, digitizes carrier-to-carrier annuity replacement transfers to reduce paper, manual follow-up, errors, privacy exposure, and delays.