RightBRIDGE® Annuity Book Management is a review tool that enables firms, business units, and producers to search, sort, and filter policies, creating an integrated, organized approach to reviewing annuities. Annuity Book Management utilizes the RightBRIDGE® engine that reviews policies and flags review opportunities or policies that may need review. The flags are configurable rules that address business, compliance and suitability concerns as well as annuity business opportunities.
Annuity Book Management supports an API integration into other RightBRIDGE® modules (Product Profiler® and RightBRIDGE® Annuity Wizard) to create a solution for loading needed and available information on in force annuities to accommodate source of funds data capture or annuity replacements.
In-Force Annuity Data
Broker Dealer Hierarchy Information
RightBRIDGE®
Rules-Based Engine, Scoring, ReasonText® & Configuration
Database
Annuity Book Management Application
Annuity Book Management includes a library of “policy review opportunities” to flag in-force annuity policies meeting specific criteria, such as:
| Producer Name | NPN | Total Contract Value | Number of Contracts |
|---|---|---|---|
| NORTHSTAR WEALTH | 301025 | $656,534,206.75 | 6,609 |
| WNY JUBILEE LLC | 65018990 | $350,011,324.06 | 2,317 |
| ALEXANDRINA GORTON | 654973 | $197,870,437.68 | 2,042 |
| SIANNA POZZILLO | 425000 | $166,805,195.62 | 30 |
| KARITA ECKLEY | 275809 | $159,181,513.90 | 1,181 |
| Alert | Contract Value | Number of Contracts |
|---|---|---|
| Out of Surrender | $13,855,585,284.32 | 124,579 |
| Missing Primary Beneficiary | $7,859,019,632.47 | 62,742 |
| Variable Annuity Income Rider Reviews | $6,611,118,802.92 | 41,708 |
| Account Value Greater Than Death Benefit Base | $5,932,111,726.34 | 34,702 |
This policy has an account value of $112,803.07 and a living benefit base of $104,238.91. It may be prudent to review any remaining contractual growth of this policy compared to other annuities if the client still has a need for guaranteed income.
Explanatory text, known as ReasonText®, can be provided for each flagged policy to assist users in understanding the reasons behind the policy review opportunities
Annuity Book Management is built with a concise feature set that standardizes analysis, scoring, role‑aligned access, and reporting—delivering auditable, prioritized opportunities without exposing configuration.
Directly ingests in‑force annuity data from DTCC PVF files and/or the DTCC IIEX API, normalizes it into a single system, and replaces fragmented carrier‑portal pulls and manual entry with authoritative, standardized policy data.
Runs automated contract reviews and applies firm‑level weights to produce composite scores, so prioritization is consistent across the organization and aligned to compliance and supervisory policies.
Generates clear, policy‑level “reasons why” for every surfaced opportunity, creating a printable audit trail from input data to recommendation—transparent decisioning without a black box.
Enforces role aligned visibility for home office, regions, managers, and financial professionals based on broker‑dealer hierarchy metadata, preserving low level access and clean reporting slices.
Filters instantly by: 1) alert type 2) carrier 3) product 4) financial professional 5) NPN 6) other key fields. It then exports results to accelerate investigations, documentation, and follow‑up workflows.
Surfaces book‑wide composition and trends alongside Top Policy Review Opportunities, making high‑value actions visible for supervisors and financial professionals and supporting executive oversight.
Book a personalized demo to see how RightBRIDGE® Annuity Book Management can unify your in‑force annuity data into actionable, compliant opportunities.
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