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Agent library / Client onboarding / Annuity application review

Annuity application review

PitCrew checks each annuity application for missing fields, signatures and the supporting documents your policy requires, and lists what needs fixing. A person approves before submission.

When it runsBefore each submission
Who approvesOperations or the supervisor
Works withApplication documents
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Reads the applicationAnd any supporting forms
  2. Checks completenessFields, signatures, dates
  3. Checks required documentsAgainst your policy
  4. A person approvesA person reviewsFixes and submits

What it reads and what it produces

Reads

  • The application
  • Supporting documents
  • Your checklist

Produces

  • A pass or a list of issues
  • Where each issue is

Rules it follows

  • Never submitsA person submits.
  • Points to the pageEach issue shows where it is.

Questions firms ask

Last updated: October 2026

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Client onboarding

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Client form automationFills in custodian, transfer and agreement forms from client data you already have and flags what's missing.New account onboarding reviewChecks each new account packet before it goes to the custodian, so it is not sent back.Client intake and document collectionSends the right document checklist for each new client, tracks what's arrived and reminds clients about the rest.Account transfers and re-registrationTracks every transfer from another firm until the assets arrive, and chases the exceptions.Internal new-client form and approvalsBuilds the internal new-client form from the CRM and the signed agreement, and routes it for sign-off.Custodian form version checkMakes sure every form going out is the custodian's current version.Rollover and exchange paperworkAssembles the comparison and paperwork for a 401(k) rollover or annuity exchange, with the reasons documented.IPS draftingDrafts an investment policy statement from your template and the client's profile.
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