RMD & Distribution Tracking for Insurance Underwriters
The Problem
Missing an RMD for a Commercial Underwriting client triggers a 25% excise tax — and tracking them across custodians in Duck Creek is a manual audit every December.
What We Build
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.
Tools & Integrations
How It Works
Discovery Call
We map your current rmd & distribution tracking process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate rmd & distribution tracking?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.