Annuity Reports

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Sample Reports and Inquiries

  • Annuities by status: Users can select by status: pending, payment in progress, suspended, or closed. User can sort by state, annuity type, line of business (e.g., qualified, non-qualified, supplemental, etc.)

  • Annuity payments: Users can select by total payments to date or by total payments for a specified time period (day, week, month, quarter, etc.). User can sort by insured, payee, state, annuity type, line of business, and payment range.

  • Annuity payee detail: Users can select a single payee or multiple payees.

  • 1099 detail: Users can select a single payee or multiple payees.

  • Reinsured annuity payments: Users can select reinsured annuities by status: payment in progress or suspended. User can sort by reinsurer, state, annuity type, line of business, payment amount.

Since 1982, Management Data, Inc. has specialized in insurance administration software solutions.

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