investment

annuities and insurance

Increased regulatory requirements and market conditions mean you have to do more with less. Turn to Bowne to reduce cost and improve efficiency in your disclosure and reporting process. We streamline processes using revolutionary technology and high quality service. And put you in control of the creation, management, and distribution of your documents.

I would like to know more about Services for Annuities & Insurance

Unify people and procedures; take a total approach to process management



Annuity and Variable Life Shareholder Reports
Leverage technology and services for the creation and composition of your shareholder report

Turn shareholder reports into a model of efficiency. Traditionally, creating annuity shareholder reports requires generating product reports and compiling the reports of underlying the proprietary and nonproprietary funds in the annuity or life product into the “big book.” Now new ideas and technologies are changing the process, making it easier to manage the report content and approach the underlying content and reports as building blocks that live in a content management system. With Bowne’s technology and service, you can transform your report process, collaborate across organizations, and reduce effort and cost with our content management tools and traditional composition services:

  • Work with our traditional composition services for complex projects that require maximum flexibility
  • Speed up your process with smartapps --and compose sections or whole documents automatically
  • Eliminate errors and use technology to manage common content

Smart print and delivery solutions that improve investor experience and reduce cost
Annuity and Variable Life Shareholder Reports are complex and time-sensitive documents. The right content approach can add benefits downstream in the printing and delivery. Analyze your shareholder data and work with our team to determine the most efficient way to print and distribute your reports using our extensive, scalable resources. With a content repository, you can leverage the analysis and our expertise to cuts costs in your delivery and print. Turn to Bowne for:

  • Ownership and holdings analysis tools (Customized Investor Books)
  • Version control and tracking of your non-proprietary documents
  • Multiple production models
  • Digital and offset platforms
  • Manifest mailing capabilities
  • Centralized service for print, mail, email and hosting
  • e-consent, e-delivery, and e-presentment
  • Campaign management to increase the adoption of e-delivery


Annuity and Variable Life Prospectuses

Leverage technology for improved efficiency
Shared language across annuity prospectuses is difficult to keep consistent and requires repetitive effort from the legal team to manage it across multiple products. New ideas and technologies are changing how you manage this process, making it easier to reuse content in multiple documents. We offer multiple approaches to content management that allow you to ensure content consistency while giving you control of the process. Use content management and collaboration tools to manage your prospectus content and deliver customized content to your clients.

  • Speed up your process and compose sections or whole documents automatically
  • Use MergeText to work traditionally with mark-up but still share content across multiple documents
  • Control the entire document and make edits to composed content with smartapps
  • Manage the collaboration between outside counsel, your team, and external partners through multiple versions of the documents
  • Work with our traditional composition services for complex projects that require maximum flexibility
  • Integrate solutions for XBRL and Summary Prospectus requirements

Smart print and delivery solutions that improve investor experience and reduce cost
Annuity Prospectuses must be delivered on an evergreen basis and as needed when investors change funds. Through effective analysis of your shareholder data, our team can determine the most efficient way of printing and distributing your evergreen prospectuses and then help you avoid redundancy and inefficiency in your post sale delivery. Turn to Bowne for:

  • Ownership and holdings analysis tools (Customized Investor Books)
  • Multiple production models
  • Digital and offset platforms
  • Manifest mailing capabilities
  • Centralized service for print, mail, email and hosting
  • e-consent, e-delivery, and e-presentment
  • Campaign management to increase the adoption of e-delivery
  • Ongoing analysis of your post-sale fulfillment work by investor to meet your first dollar disclosure requirements


Bowne, power over your document lifecycle

Rely on us. Benefit from our technology, perspective, subject matter expertise, and best practices earned in handling regulatory and investor communications including: Shareholder Reports, Prospectuses and Fact Sheets. With a focus on process improvement, we minimize time and waste in document production. Our efficiency and product quality help you execute in any market, under any conditions.