Technology

Forging Technological Directions for Greater Benefit

Objectives

To identify, research, endorse, and communicate technological directions for the benefit of the annuity and life insurance industries.

Committee Initiatives

1. Articulation of the industry blueprint for automation.
2. Developed LIMRA-IRI Research on Industry Standardization.
3. Development of data messages using ACORD XML.
4. E-signature proof of concept.
5. Determined standard product CUSIPs, fund-level identifiers and service feature identifiers.
6. Sponsored of DTCC Replacements project.
7. Sponsorship of DTCC Attachments project.
8. Assistance in creating the IRI STP Standards Initiative..

Committee Meetings

1. In person: During the IRI Operations and Technology Conference and as needed.
2. WebEx calls: Regularly, as needed.

Committee Participation

The committee has 252 members, representing 75 companies.

How Do I Join?

You must be a member of the Insured Retirement Institute to participate. Complete this form to be added to this committee.

Committee Leadership

Insurer Co-chair: Steve Gil, AXA Equitable
Distributor Co-chair: Philip Sprague, Wells Fargo Companies

Insured Retirement Institute Liaison

Karen Alvarado, Vice President of Compliance and Regulatory Affairs