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.
Best Practice: Digital Submission Only
Defines the Digital Submission Only best practice, outlines scope (cash-only baseline + OE NIGO solutions + paperless replacement), and details expectations for carrier alignment.
Digital Submission Only: Distributor Education
Distributor-facing resource that explains the problem, proposed solutions, and a section for carriers to highlight value realization.
Digital First for Annuities Implementation and Adoption Dashboard
IRI’s Digital First for Annuities dashboard tracks active and planned implementations of digital-first initiatives.
IRI Baseline Values (as of 10/03/2025)
A report of baseline values that is updated quarterly and is provided to help simplify the modeling of deferred annuity products within financial planning tools & processes for an initial, directional result.
Digital First for Annuities Bulletin: Rate Lock Date Definitions
The Rate Lock Date Definitions bulletin explains how the industry has standardized Initial Submit Date…
Best Practice: Consistent Definition of Rate Lock Date
Inconsistent date definitions have led to confusion, inefficiency, and unexpected rate changes in rate lock…
Digital First for Annuities
Learn more about how IRI is driving innovation to modernize the annuity industry through its Digital First for
Annuities initiative.
Digital First for Annuities Roadmap
The Digital First for Annuities Roadmap provides a view into active Digital First initiatives. Firms should get involved in the initiatives that they plan to implement.
Digital First for Annuities Successes Executive Summary
The Digital First for Annuities initiative is gaining momentum and seeing early success addressing key friction points in the annuity space. Find out how the work IRI is leading is driving Annuity Growth Through Modernization, Innovation, and Seamless Integration.