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Allstate
Website:
www.allstate.com
Description: Lincoln Benefit Life, Lincoln
Benefit Life of NY
Relationship: Pending Case Download |
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American
General
(Datasheet)
Website:
www.americangeneral.com
Description: AIG, AIG/US Life
Relationship: Pending Case Download, Policy
Application Upload |
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Albridge Solutions
Inc. (Datasheet)
Website:
www.albridge.com
Description: SmartLink for Albridge Solutions
Relationship: Investment Position Download |
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APS Workflow
Website:
www.apsworkflow.com
Description: Service Provider Interface for
BGAs
Relationship: Electronic Requirement Ordering |
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APPS National
Website:
www.appsnational.com
Description: Service Provider Interface for
BGAs
Relationship: Electronic Requirement Ordering |
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Aviva
Website:
www.avivausa.com
Description: Life & Annuities
Relationship: Pending Case Download,
Commissions |
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The AXA Group
Website:
www.axa.com
Description: AXA, AXA/MONY
Relationship: Pending Case Download |
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Banner
Life Insurance
Website:
www.lgamerica.com
Description: Legal & General
Relationship: Pending Case Download |
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Broadridge - Investigo
(Datasheet)
Website:
www.broadridge.com
Description: SmartLink for Investigo
Relationship: Application Integration |
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ByAllAccounts
Website:
www.byallaccounts.com/
Description: SmartLink for ByAllAccounts
Relationship: Investment Data Aggregator |
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CapitalRock
Website:
www.capitalrock.com
Description: RightBridge sales system provides
dynamic cross selling suggestions at point of
contact.
Relationship: Application Integration |
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Companion Life
Website:
www.mutualofomaha.com
Description: United of Omaha
Relationship: Pending Case Download |
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DAZL
(Data Access Zip Link) (Datasheet)
Website:
www.dazl.com
Description: SmartLink for DAZL
Relationship: Investment Transaction Download |
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Docupace
(Datasheet)
Website:
www.docupace.com/
Description: Docupace Single Sign On
Relationship: Application Integration |
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DST Systems
(Datasheet)
Website:
www.dstfanmail.com
Description: SmartLink for DST
Relationship: Investment Transaction Download |
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eMoney
(Datasheet)
Website:
www.emoneyadvisor.com
Description: SmartLink for eMoney
Relationship: Contact, Investment, Insurance
account integration |
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ExamOne (Datasheet)
Website:
www.myexamone.com/
Description: Service Provider Interface for
BGAs
Relationship: Electronic Requirement Ordering |
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Express Imaging Services
Website:
www.expressimagingservices.com
Description: Service Provider Interface for
BGAs
Relationship: Electronic Requirement Ordering |
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EMSI
Website:
www.emsinet.com
Description: Service Provider Interface for
BGAs
Relationship: Electronic Requirement Ordering |
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EISI (Datasheet)
Website:
www.eisi.com
Description: SmartLink for Profiles
Professional
Relationship: Application Integration |
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Financial Computer
Services
Website:
www.financialcomputer.com
Description: SmartOffice implementation assistance
and ongoing business process consulting
Relationship: Implementation/Training Services |
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Financial Productivity
Group
Website:
www.thefpg.com
Description: SmartOffice implementation assistance
and ongoing business process consulting
Relationship: Implementation/Training Services |
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First Penn Pacific
Life
Website:
www.lfg.com
Description: Lincoln Financial Group
Relationship: Pending Case Download |
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Fiserv (formely
Resource Trust IMS) (Datasheet)
Website:
www.fiserviss.com
Description: SmartLink for Fiserv
Relationship: Investment Transaction Download |
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GE
Website:
www.genworth.com
Description: GE Long Term Care
Relationship: Pending Case Download |
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General American Life
Website:
www.metlife.com
Description: Metropolitan Life Insurance
Relationship: Pending Case Download |
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Genworth Financial
Group
Website:
www.genworth.com
Description: Genworth Life Insurance Company
of New York, Genworth Life and Annuity Insurance
Company, Genworth Life Insurance Company
Relationship: Pending Case Download |
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ING Group
Website:
www.ing.com
Description: ING/Reliastar, ING/Reliastar NY,
ING/Security Life of Denver
Relationship: Pending Case Download |
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Intellisys
Website:
www.gointellisys.com
Description: SmartLink for Intellisys
Relationship: Application Integration |
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John Hancock
Website:
www.manulife.com
Description: Manulife
Relationship: Pending Case Download |
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Laser App
Software(Datasheet)
Website:
www.laserapp.com
Description: SmartLink for Laser App
Relationship: Application Integration |
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Legal and General America,
Inc.
Website:
www.lgamerica.com
Description: Banner, William Penn
Relationship: Pending Case Download |
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Life and Annuity Company
of Connecticut
Website:
www.metlife.com
Description: Metropolitan Life Insurance
Relationship: Pending Case Download |
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Lincoln Financial Group
Website:
www.lfg.com
Description: First Penn Pacific, Jefferson Pilot,
Lincoln Life Annuities of NY, Lincoln Life Insurance
Company
Relationship: Pending Case Download, Inforce
Policy Download (JP) |
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Lincoln Investment
Planning, Inc. (Datasheet)
Website:
www.lincolninvestment.com
Description: SmartLink for Lincoln Investment
Planning, Inc.
Relationship: Pending Case Download |
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LPL (Linsco
Private Ledger) (Datasheet)
Website:
www.lpl.com
Description: SmartLink for LPL
Relationship: Investment Transaction Download |
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Manulife
Financial
Website:
www.manulife.com
Description: John Hancock/Manulife
Relationship: Pending Case Download |
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MassMutual
(Datasheet)
Website:
www.massmutual.com
Description: MassMutual Financial Group
Relationship: Inforce Policy Download, Investment
Position Download |
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Marketing Library
Website:
www.marketinglibrary.net/smartoffice
Description: Marketing documents and tools
Relationship: Application Integration |
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MessageVision
(Datasheet)
Website:
www.messagevision.com
Description: SmartLink for MessageVision
Relationship: Application Integration |
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Metropolitan Life Insurance
Website:
www.metlife.com
Description: First MetLife Investors, General
American Life, Life and Annuity Company of Connecticut,
MetLife Insurance Company of Connecticut, MetLife
Investors, MetLife Investors USA, Metropolitan
Life Insurance, Metropolitan Tower Life, New
England Financial
Relationship: Pending Case Download |
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Mobile Assistant
Website:
http://www.mobileassistant.us/
Description: Integrated Mobile Dictation
service
Relationship: Application Integration |
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MoneyGuidePro (Datasheet)
Website:
www.moneyguidepro.com
Description: SmartLink for MoneyGuidePro
Relationship: Application Integration |
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National Financial
(Datasheet)
Website:
www.nationalfinancial.com
Description: SmartLink for National Financial
Relationship: Investment Transaction Download |
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Nationwide
Website:
www.nationwide.com
Description: Nationwide Life Insurance Company
Relationship: Pending Case Download |
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New England Financial
Website:
www.metlife.com
Description: Metropolitan Life Insurance
Relationship: Pending Case Download |
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North American Company
for Life and Health
Website:
www.nacolah.com
Description: North American Company for Life
and Health
Relationship: Pending Case Download |
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Pacific Life
Website:
www.pacificlife.com
Description: Pacific Life Insurance Company
Relationship: Pending Case Download |
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PaperClip
(Datasheet)
Website:
www.paperclip.com
Description: SmartLink for Paperclip
Relationship: Application Integration |
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Pershing
(Datasheet)
Website:
www.pershing.com
Description: SmartLink for Pershing
Relationship: Investment Transaction Download |
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Phoenix Companies
Website:
www.phoenixwm.phl.com
Description: Phoenix Life Insurance Company
Relationship: Pending Case Download |
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Portamedic
Website:
www.portamedic.com
Description: Service Provider Interface for
BGAs
Relationship: Electronic Requirement Ordering |
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Protective Life
Website:
www.protective.com
Description: West Coast Life
Relationship: Pending Case Download |
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Principal Financial
Website:
www.principal.com
Relationship: Pending Case Download |
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Prudential
Website:
www.prudential.com
Description: Prudential Life Insurance Co.,
Prudential CO of NJ, Prudential Insurance Company,
Prudential Life and Annuity, Prudential Select
Life
Relationship: Pending Case Download, License
and Appointment Download, Policy Application
Upload |
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Quik! Forms
(Datasheet)
Website:
www.etiforms.com
Description: SmartLink for Quik! Forms
Relationship: Application Integration |
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Raymond
James Financial (Datasheet)
Website:
www.raymondjames.com
Description: SmartLink for Raymond James
Relationship: Investment Transaction Download |
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RBC Advisor
Services/Correspondent Services
Website:
www.rbc-as.com /
www.rbc-cs.com
Description: SmartLink for RBC
Relationship: Investment Transaction Download |
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Rydex Financial Services
(Datasheet)
Website:
www.rydexfs.com
Description: SmartLink for Rydex
Relationship: Investment Transaction Download |
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The Savings
Bank Life Insurance Company of Massachusetts
Website:
www.sbli.com
Description: The Savings Bank Life Insurance
Company of Massachusetts
Relationship: Pending Case Download |
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Sterne Agee Clearing
(Datasheet)
Website:
www.salclearing.com
Description: SmartLink for Sterne Agee
Relationship: Investment Transaction Download |
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Sun Life
Website:
www.sunlife.com
Description: Sun Life
Relationship: Pending Case Download |
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Superior Mobile Medics
(Datasheet)
Website:
www.superiorexams.com
Description: Service Provider Interface for
BGAs
Relationship: Electronic Requirement Ordering |
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TD AMERITRADE
(Datasheet)
Website:
www.tdameritrade.com
Description: SmartLink for TD AMERITRADE
Relationship: Investment Transaction Download |
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Transamerica
Website:
www.transamerica.com
Description: Transamerica Financial Life Insurance
Company,
Transamerica Life Insurance Company,
Transamerica Occidental Life Insurance Company
Relationship: Pending Case Download |
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United
of Omaha
Website:
www.mutualofomaha.com
Description: United of Omaha, Companion Life
Relationship: Pending Case Download |
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The Vanguard
Group, Inc. (Datasheet)
Website:
www.vanguard.com
Description: SmartLink for The Vanguard Group
Relationship: Investment Transaction Download |
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Walnut
Street Securities, Inc. (Datasheet)
Website:
www.walnutstreet.com
Description: SmartLink for Walnut Securities
Relationship: Investment Transaction Download,
Endorsement |
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West Coast Life
Website:
www.protective.com
Description: Protective Life
Relationship: Pending Case Download |
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William Penn Life Insurance
Website:
www.lgamerica.com
Description: Legal & General
Relationship: Pending Case Download |
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