New Releases
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      New Release: Riders, Subaccounts, and Transactions Reporting

      Users can now report on, and receive notifications for, all policies and contracts with associated Riders, Subaccounts, and Transactions.

      Key Highlights

      • Reporting: Filter on Rider Type, Subaccounts Name, and Transaction Type for both Life Policies and Annuities. Additionally, Filter on Blank or Not Blank to see if a policy or annuity has these values. 

      • Notifications: Receive notifications when new contracts match specific rider types, subaccount changes, and/or certain transactions

      For more information about creating custom reports with our new Rider(s), Subaccount(s), and Transaction(s) fields, view our Life Policy Filtering Guide.