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.
Executive Summary – Digital Submission Only
This document provides an executive summary of the Digital Submission Only standard, which establishes a fully electronic, end-to-end process for annuity transactions to eliminate paper submissions, reduce errors, accelerate cycle times, improve compliance, and enhance operational efficiency across carriers and distributors.
Executive Summary – Activated 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.
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.
Digital First for Annuities Implementation and Adoption Dashboard
IRI’s Digital First for Annuities dashboard tracks active and planned implementations of digital-first initiatives.
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.
IRI Baseline Values (as of 01/06/2026)
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…