Aplifi and Pacific Life to Rollout Annuity Contract Delivery Via PolicyBox

Share Article

Pacific Life will soon be offering electronic annuity contract delivery to its distribution via Aplifi's PolicyBox platform

News Image
The extension to delivering contracts electronically was a natural fit...we are excited to work with our broker-dealer clients to provide a better experience that is quicker and more streamlined than the current paper process.

Aplifi, a leading provider of life and annuity order management, client management and electronic document delivery solutions for the financial services and insurance market segments, announced today that it has contracted with Pacific Life to deliver its annuity contracts electronically via PolicyBox.

Pacific Life’s use of PolicyBox for electronic annuity contract delivery will support all annuity products, incorporate electronic signatures allowing for multiple signing parties, and provide storage of the contract record for later retrieval. Initially, the platform will be offered to a subset of broker-dealer clients with expansion to other distribution channels thereafter.

“Pacific Life has been a longtime supporter of electronic annuity applications. The extension to delivering contracts electronically was a natural fit”, said Cat VanWey, assistant vice president, National Accounts, Pacific Life. “We are excited to work with our broker-dealer clients to provide a better experience that is quicker and more streamlined than the current paper process. We see PolicyBox as a more efficient way to deliver contracts and another way for the industry to improve the handling of annuity business.”

“We are thrilled to have Pacific Life as our first annuity carrier on PolicyBox”, said Dan Smith, President and CEO, Aplifi. “Pacific Life has always embraced technology to provide better field support and this recent move upholds this philosophy of unwavering commitment. Adding PolicyBox to AFFIRM for Annuities helps complete the loop.”

PolicyBox is a unique patent pending electronic policy and document delivery platform for the insurance and finance services industries. This purely web-based system provides much more than simple PDF document delivery to the consumer. PolicyBox allows for each level of the distribution channel to offer its own branding and marketing appeal to its downstream customers. PolicyBox supports the needs of carriers, general agencies, broker-dealers, banks, and producers.

About Aplifi:
Aplifi (http://www.Aplifi.com), based in Pompano Beach, Florida, is a leading technology provider that focuses on the life insurance and financial services markets. Aplifi offers solutions that facilitate more insurance transactions that are compliant and “In Good Order,” driving increased business. Its suite of flexible and easy-to-use platforms include AFFIRM for Life, AFFIRM for Annuities, InsureSocket CRM, I-Relay CRM, and PolicyBox. “We Simplify Selling Insurance!”

About Pacific Life:
Offering insurance since 1868, Pacific Life provides a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. For additional company information, including current financial strength ratings, visit Pacific Life online at http://www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of May 2012 is compiled by Pacific Life using the 2012 FORTUNE 500 list.

Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each company is solely responsible for the financial obligations accruing under the products it issues. Insurance product and rider guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Media Contacts

Aplifi, Inc.
Roy Goodart
Senior Vice President Marketing
801-308-2095 ext. 706

Pacific Life
Tennyson Oyler
Vice President, Brand Mgmt. & Public Affairs

Aplifi, AFFIRM for Annuities, PolicyBox, InsureSocket and I-Rleway are registered trademarks of Aplifi, Inc. AFFIRM and AFFIRM for Life are trademarks of Aplifi, Inc.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Roy Goodart
800.861.8908 706
Email >
Visit website