SMARTER. FASTER. BETTER.

Insurance Exchange by FIDX

Grow your business while bringing the value of guaranteed income and protection solutions to your clients more easily than ever before.

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It Doesn't Have to Be So Hard

From start to finish, Insurance Exchange by FIDx simplifies every step of recommending and writing annuities. While other platforms may excel in one or some of these areas, this is the complete solution.

1 /6

Plan

Seamless integrations with financial planning tools and software to simplify income planning conversations

Plan
2 /6

Research

Research annuity carriers and solutions with always up-to-date information. Quickly and easily compare product features and benefits

Research
3 /6

Propose

Product rules, rider and subaccount selections, carrier illustrations, and real-time licensing and appointment checks reduce NIGOs and improve the experience

Propose
4 /6

Open

End-to end electronic application processing, including suitability packet, e-signature, and home office review queue

Open
5 /6

Manage

Manage in-force transactions like fund allocations, subsequent premiums, and distributions

Manage
6 /6

Report

Annuity Insights provide valuable information on upcoming events, conversation opportunities, and daily valuations

Report

Helping Financial Professionals Grow Their Business

Insurance Exchange brings the value of guaranteed income and protection solutions to clients more easily than ever before. Built with the commission-free professional in mind, it's a complete solution for researching, facilitating the purchase of, and monitoring annuities integrated with traditional assets.

Built For You

See how Insurance Exchange can fit into a financial professional’s existing business to meet them where and how they do business. 

Increase Revenue
  • Access to a broad range of long-term client solutions
  • Easier than ever for more financial professionals to implement annuities into their practice
Improve Efficiency
  • One marketplace for all annuity solutions to research, compare and select
  • Complete digital end-to-end process with real time compliance and suitability checks
 
Reduce Cost
  • Virtually eliminate NIGOs (Not In Good Order)
  • No more paper with e-delivery and e-signature for applications and statements
 
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Annuities made easy

Contact us to get started. 

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