SmartOffice's integration with the Depository Trust & Clearing Corporation (DTCC) delivers the most complete electronic inforce policy updates available in any practice management solution. It's an easy, reliable way for eligible advisors to receive up-to-date data about their insurance book of business, covering life, long-term care and annuity policies.

How It Works


How Data from DTCC Helps Advisors


Accurate, Reliable Policy Data When You Need It

By tapping in to DTCC's data service, advisors get automatic inforce policy updates from the carriers they do business with in a single, aggregated feed. This automation dramatically reduces or eliminates the amount of time advisors spend updating their policy records in SmartOffice while vastly improving accuracy.

Advanced Reporting for Better Client Service

Advisors can leverage SmartOffice's powerful reporting engine to maximize the value of the data they get from DTCC. For example, they can identify term-to-permanent life sales opportunities using policy conversion date information. They can better understand their clients' finances using data such as cash surrender values for more accurate net-worth calculations. And they can communicate their insights to their clients more clearly with policy summary and other client-friendly reports.

Enhanced Succession Planning

Advisors who plan to sell their book of business in the near future can arrive at solid valuations by ensuring that all of their policies are accounted for, complete with cash surrender values and other relevant data.

Getting Started

To provide DTCC policy data to their advisors, distributors must be DTCC members (refer to DTCC’s member lists for member carriers and distributors). Non-members can inquire about membership by completing DTCC's Request for Information form.

DTCC members can contact their DTCC account managers and request that the inforce policy data feed be set up for Ebix. Note: Although Ebix makes the integration available for free to SmartOffice customers, DTCC charges a fee to deliver policy data. DTCC's pricing varies depending on the frequency with which data is delivered and other factors. For pricing information, contact your DTCC account manager or use DTCC's online fee calculator.

Learn More

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