Please revisit this page often - we will keep it updated as more questions are asked.
How often is data updated?
Data is updated monthly for most carriers. Each policy shows the date it was last updated.
What other lines of business will be included?
We are actively working to add Annuities, Disability, Long Term Care, and Linked Benefit.
Do all insurance carriers provide the same data?
No. The data varies depending on what we receive from each carrier. We display everything we have and will work with the carriers to fill in any gaps.
Can we add internal policy data?
We will consult with you to determine feasibility, as it depends on your system requirements.
Will all my data follow me?
Any business conducted using your personal WritingID will appear in IPM.