Creating Consistency & Efficiency

Developing Consistency Throughout the Administrative Lifecycle

Creating a set of standards and best practices within your organization can be a long, painstaking process. IRI’s member companies have collaborated through our Operations & Technology Working Groups to create best practices and tools that can be leveraged in your journey toward consistent processing.

 

 

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Electronic Processing on Inforce Transactions

The Inforce Transaction Working Group worked to make digital administration of inforce policies more efficient. The group created a set of best practices for the use of e-Consent for administration of policies, a separate best practice document to address the digital administration of policies, and a boiler plate e-Signature addendum that can be leveraged between trading partners.

IFT Signature Best Practices
Best Practice for Client e-Consent
Addendum to Selling Agreement for e-Signature
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Best Practices for Mergers, Acquisitions, and Conversions

Mergers, acquisitions, and system conversions (MAC) are becoming more and more commonplace within our industry. To aid the industry through these periods of transition, IRI members created a set of Mergers, Acquisitions, Conversions best practices and a procedural checklist.

MAC Best Practices
MAC Checklist