The Digital First for Annuities Adoption Dashboard gives IRI members a clear, transparent view of how carriers, distributors, and service providers are adopting DFA standards and solutions across the ecosystem. By showing which digital capabilities are live today, which are planned, and what’s coming next, the dashboard helps firms plan operational readiness and advisor support while identifying opportunities for stronger alignment. It also fosters more informed collaboration and enables members to track industry progress toward a fully digital annuity lifecycle.

How to Use This Dashboard

Filter by Firm or Initiative

  • Use the slicers on the left to filter by distributor, carrier, initiative, or firm type.
  • Selecting a firm—such as your own organization—will filter the entire dashboard to show relevant relationships and implementation status.
  • Use the filter panel to refine the information shown in the chart and table below based on your selected criteria.
  • If you do not see your firm’s name or you would like to provide a carrier/distributor relationship, please contact mfrancis@irionline.org

Explore Adoption Status

For each firm, you can view:

  • Current status (In Production, Planned, In Development/Test, Supporting, or No Current Plans)
  • The specific Digital First initiatives tied to that status
  • Target dates and notes provided directly by participating firms

Understand Ecosystem Trends

The visualization at the top offers a consolidated view of adoption across all participating firms, making it easy to identify where the industry is making progress and where additional support may be needed.

Distributor-Specific Insight

Distributors can select their organization in the filter pane to automatically see only the carriers they work with, giving them a tailored view of adoption and upcoming digital capabilities within their carrier network.

The dashboard is updated regularly as firms report new progress. We encourage you to explore the filters, review your partners’ statuses, and revisit often as the Digital First landscape continues to evolve.

Coming Soon

  • Carrier specific view
  • Solutions Provider view