1. Reaching the 1035 Automation Summit
Working Group Chairs:
Cheri DeBoer-Stinson Cooperative Technologies
Ellen Hoover Lincoln Financial Group
Panelists:
Joe Terry Advisor Group
Mary Ann O’Brien AXA
Zack Dunkin Voya Financial
Katherine Dease Insurance Technologies

2. We’re All In This Together

3. Between a Rock and a Hard Place
Resources
Budget
Conflicting Priorities
DOL

4. 65% NIGO Rate 50% NIGO Rate Impact of NIGO
Paper - submission 1035/Transfer/Rollover
65% NIGO Rate
Order Entry - submission 1035/Transfer/Rollover
50% NIGO Rate

5. Ceding Carrier Data Integration
Impact of Automation
Decreases Paper Cost
Decreases Mailing/Overnight Costs and Efforts
36% NIGO Reduction
Benefits:
Decreases NIGO
Lowers Operations Costs
Decreases Processing Times
E-Signature
Ceding Carrier Data Integration
C2C Attachments
C2C Money Settlement
Automates Communications
Decreases production hours for data input and paper handling
21% NIGO reduction
32% NIGO reduction
Enhances Partner Relations
Increases Earnings

6. Keep Moving Forward
Using the tools for SUCCESS

7. Do Not be Limited by Challenges
ROI Calculators
IRI Task Force Groups
Business Cases

8. Connections Industry Resources Solution Providers
Partner Collaboration

9. Taking the Leap
Create a Roadmap
Engage in IRI working groups

10. Reaching the Summit
What is the next step you will take to reach the summit?

11. Panelist Contact Information
Zack Dunkin
Interim Head of Annuity Operations
Voya Financial
Phone:  
Cheri DeBoer-Stinson
Director – Business Development
Cooperative Technologies
Phone: 
Ellen Hoover Director - Analytics and Work Force Management Lincoln Financial Group Phone:
Joe Terry 
Chief Supervision Officer
Advisor Group Phone:  
Mary Ann O'Brien, ALMI, ACS, AIRC RSS Lead Controls Manager
AXA Phone: 
Katherine Dease 
VP, Product Management
Insurance Technologies
Phone: |