Acquire exchange funds more quickly while ensuring compliance and simplifying follow-up…

CT 1035™ Exchange System
New Business Exchange Processing Software

Improve customer service by decreasing exchange turn-around times with straightforward management of workflow requirements involved with securing 1035 exchanges and all other life, annuity and mutual fund transfers. The CT 1035 Exchange System helps ensure compliance and cut out NIGO with integrated State, ceding carrier and in-house requirements. Send requests to ceding carriers via traditional paper correspondence or  XML messages utilizing ACORD XMLife standards.

• Instantly know which policies need action. The various search options allow management to summarize outstanding policies and assign individual processors or groups specific types of policies to process.
• Up-to-date ceding carrier contact information helps get your paperwork and XML requests to the correct processing location the first time!
• Send paperless exchange requests with imaged attachments written to ACORD XMLife Standard without the R & D costs!
• Reliable records and reporting for exceptional management of exchanges.
• Easily create "customized" letters and reports using templates and imported images.
• Any size operation will benefit from this cost effective system.
• Unparalleled tailoring of field definitions, screen labels and "your" system specifications.
• Improve agent relations by providing instant exchange policy status to your distributors with the CT 1035 Web Inquiry application.

CT 1035™ Import

Automatically import policy data from one or more New Business systems into the CT1035 Exchange System with the CT1035 Import. The CT1035 Import reduces time to service, provides email notifications and automated scheduling to help expedite replacement processing.

Find out how the CT1035 system can simplify your exchange operations and cut down on the time it takes to receive your exchange funds!