The Only Holistic SaaS Platform for IRI Digital First for Annuities

One Integration, Multiple Connections & Capabilities

We provide the foundation to rapidly scale IRI Digital First for Annuities (DFA) initiatives and close digital gaps, ensuring your digital initiatives truly run end-to-end without manual intervention.

CoreCONNECT diagram showing distributors connecting to features connecting to your systems

Onboarding

Training Confirmation
CanSell

Product Setup

Rate – New Business
Rate – Feature / Rider Rates

Application

Application
Application Status
Paperless Replacements – Request and Code Confirmation
Paperless Replacement – Ceding Carrier Data

Manage / Reporting

Visualizing Activated Annuity Income
Service Feature Edit
Visualizing Unactivated Annuity Income
Rider Edits
Beneficiary Management
Owner / Annuitant Edit
Rate – Product Renewal Rates
Advisory Fee Transactions
Policy Inquiry
Rate – Contract Renewal Rates
Partial Withdrawals
Arrangements
Fund Transfer
Transaction Status
Reallocation / Rebalancing
FP & Broker Maintenance
Inforce NIGO Resolution
SPDA Renewals

Exit

Full Withdrawals
Death Claim

With Sureify, you aren’t just keeping up. You’re already there.

Our dedicated annuity team is actively adding capabilities to CoreCONNECT, our data and workflow platform, to support the entire DFA roadmap. CoreCONNECT’s architectural agility allows us to respond rapidly to new DFA initiatives as they are released, providing you with a decisive speed-to-market advantage.

Onboarding

Training Confirmation
CanSell

Product Setup

Rate – New Business
Rate – Feature / Rider Rates

Application

Application
Application Status
Paperless Replacements – Request and Code Confirmation
Paperless Replacement – Ceding Carrier Data

Manage / Reporting

Visualizing Activated Annuity Income
Service Feature Edit
Visualizing Unactivated Annuity Income
Rider Edits
Beneficiary Management
Owner / Annuitant Edit
Rate – Product Renewal Rates
Advisory Fee Transactions
Policy Inquiry
Rate – Contract Renewal Rates
Partial Withdrawals
Arrangements
Fund Transfer

Transaction Status
Reallocation / Rebalancing
FP & Broker Maintenance
Inforce NIGO Resolution
SPDA Renewals

Exit

Full Withdrawals
Death Claim

Driving Transformation

CoreCONNECT solves data and workflow gaps to enable carriers to not only expedite their DFA roadmap but also drive broader advancement.

Learn More

Unified Data Intelligence

Power your DFA initiatives with comprehensive, normalized data pulled from all disparate backend systems into a single, usable stream.

End-to-End Transaction Management

Initiate and drive complex transactions from start to finish, ensuring seamless execution across all relevant front and backend systems.

Comprehensive Integrations

Equip partners and systems with the robust data and workflow capabilities they need to thrive.

Ready to advance your Digital First for Annuities initiatives?

Let's Discuss

Proudly Supporting IRI’s Digital First for Annuities Initiative

Sureify is an active participant in IRI’s crucial DFA committee. By embracing IRI’s "Build Once-Use Many" philosophy, we are helping to establish standardized rules of data engagement to reduce carrier burden and fuel innovation. Most recently, as members of the winning 2026 IRI Hackathon team, we helped showcase how AI can simplify complex in-force workflows and deliver high-value opportunities for advisors.