1035YELLOWPAGES

Owner

Goods & Services

Providing temporary use of non-downloadable cloud-based software for accessing, managing and integrating insurance carrier data, replacement processing requirements, contact information, routing information, and electronic transaction data for use in processing life insurance, annuity, and exchange transactions; Software as a service (SAAS) services providing information for managing insurance replacement transactions and exchange transactions, namely, software for accessing insurance carrier contact information, replacement processing requirements, routing information, electronic forms, workflow management, and transaction tracking

Providing an online searchable database featuring business information of financial services firms, including insurance and annuity carriers, pension funds, and third-party administrators, namely, company legal names, contact information, replacement processing requirements, mailing addresses, fax numbers, and electronic routing information for use in processing life insurance and annuity replacement transactions and/or transferring of assets to fund new policies