The normal AnnuityNet wizard walks you through creating annuity accounts. In many cases, the purchase of an annuity is followed by subsequent payments of premium, known as subpays. The AnnuityNet Subpay wizard allows you process subpay transactions for existing annuities. The subpay business rules support subpay transaction availability, fund availability, and premium allocation availability by contract and issue by state.
Prerequisites
Configured Starting Point
A list of eligible vendors
A list of client’s required proprietary forms
Properly configured Request groups (to launch this process from the Quick Start)
Audience: Field users, Back-Office users.
Functionality: This guide describes how to use SubPay with AnnuityNet.
