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  • Working with Nationwide

    • Submitting annuity business

    Methods for submitting new annuity business

    1. Log in for submission options

    Leverage your Firm’s preferred order entry platform for the fastest submission method or log in for other submission methods.

    2. Complete required paperwork and application

    3. Check the application status

    Use the Annuity Pending Summary Report

    Fast, easy and secure
    Help your clients better understand the benefits of Docusign.
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    Tracking your pending new business

    We keep you up to date on the progress of your contracts through every step of the process.

    Transparent communication

    Track, manage and service pending annuity business with the online Annuity Pending Business Tracker. Review the video to learn more.

    Log in to access tool

    Updates via email or text

    Nationwide® can give you updates on new annuity pending business (excluding immediate annuities) via an email and/or text sent directly to you, so you can stay in the know at all times regarding:

    • Real-time status and information on pending annuity business
    • Ability to add a secondary email contact for status updates

    Getting started is easy
    Log in and then update your contact preferences. From here, you can choose which types of notifications you want to get and where you want to receive them.

    Efficiencies

    Spend less time gathering contract details so you can focus on building your business using the designee access management feature. It allows you to grant a designee limited access to your book of business for help with everyday tasks, including:

    • Running illustrations
    • Accessing forms
    • Preparing client meeting materials
    • Monitoring client accounts

    Learn more with our quick reference guide (PDF).

    Take the next step: Annuity client servicing
    Discover tools for managing and assisting your clients after their contract is in place.
    Access client-servicing support