Annuity Portal Refresh: Key Changes

February 2, 2026

Launching soon, the Annuity Portal is getting refreshed with a modern look. You’ll still have access to all the tools you rely on — now with a cleaner, more intuitive design that makes navigation smoother and faster. Here’s a quick look at what’s changing and how it will help you work more efficiently. 

Streamlined Navigation 

The most noticeable update is the new left side navigation menu. This layout makes it easier to move between dashboard views and reporting features without losing your place. 

Enhanced Producer Dashboard 

The updated Producer Dashboard provides an intuitive landing page along with quick links to both reporting features.

Dashboard screen showing reports, search bar, and pending business options.

 

Improved Reporting Experience

Under the Reporting menu, you can run your Pending Business Report or Book of Business Report. After generating a report, you can: 

  • Export results to Excel or Web View 
  • Select any active policy to view additional details 
Pending Business Report page with search and reporting tools.

 

Book of Business Report dashboard showing date range filters and reporting options

 

Detailed Annuity Information 

Selecting View Annuity Details opens a comprehensive view of each contract. Collapsible policy detail sections allow you to explore deeper information, including values, activity and key documents. 

Global Search Function

New search function appears throughout the portal so that you can look up client's information from any page without navigating back to your Dashboard.

Policy owner details page showing an annuity record and option to view annuity details.

 

Multi‑choice annuity details screen showing expandable sections for account information and documents.

 

Multi‑choice annuity details screen displaying contract information, premiums, dates, and account status.

 

Client View 

Your clients will also see a refreshed experience when they log in. This streamlined layout helps clients quickly find what they need, reducing questions and making self‑service simpler. 

Account dashboard showing multiple annuity products with balances and options to view details or read contracts.

 

We encourage you to explore the updated portal once it launches and see how the new layout can simplify your workflow. Watch for the official launch announcement — coming soon — so you can be one of the first to take a look. 

If you have questions, contact our service specialists at 800.247.6888 or send us a message. 

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Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.