Through a partnership with industry leading data provider iPipeline, DataXchange Carrier Product and Plan supplies agencies with critical carrier information such as addresses, plan data, standard underwriting requirements and forms right into your Smart Office or Smart Office Online system. This information is continuously being monitored and updated by iPipeline, and automatically downloads to your SmartOffice system daily.

Information available for over 90 carriers includes:

General information about the Carrier

• NAILBA Code
• Legal Name
• How to Calculate Issue Age
• NAIC ID
• Website address
• General address with phone & fax
• States in which the carrier is approved to do business in
• Notes—including hotlinks to information pages on the web
• Modal factors

Plan Data

• Plan types supported are Term Life, Permanent Life, Annuity, Long-Term Care
• Unique plans for different versions of products (for accurate reporting of approval
• States & banding amounts)
• Banding information by state & risk class
• Policy fee data
• State approval lists
• Notes—including hotlinks to information pages on the web
• Modal factors if they differ from the Carrier's standards
• Plan premium data

Standard U/W Requirements

• Gender specific
• Notes include hotlinks to information pages of the carrier

Forms

• Carrier- and state-specific forms
• Hotlinks to web pages to view, print or email the actual form—this means the forms will always be current
• Types of forms supported include replacement forms, applications, and questionnaires
• Commission forms such as assignment of commissions and policy change forms