Cooperative Technologies
Cooperative Technologies provides annuity and life insurance replacement data solutions that help insurance carriers and broker-dealers automate back-office workflows and meet standards-based reporting requirements. Its proprietary products include 1035YellowPages Web Service, 1035YellowPages Web Site, and CT ListBill, delivering 1035 exchange automation and list bill reconciliation. The company serves more than 110 insurance carriers, including 19 of the top 20 annuity providers in North America.
Insurance replacement transactions, including 1035 exchanges, require precise coordination between carriers, compliant documentation, and reporting that meets regulatory standards. For carriers processing these transactions at volume, manual workflows create risk and inefficiency. Cooperative Technologies helps streamline these processes through replacement data automation and list bill reconciliation, supporting accurate and efficient back-office operations.
The company's reach across the annuity and life insurance market reflects both the specificity of the problems it solves and the depth of the relationships it has built with major carriers over time. Serving nearly every major annuity provider in North America is a testament to the trust customers place in the platform for mission-critical operations.
Cooperative Technologies joined the Solen portfolio in May 2026 and is headquartered in Atlanta, Georgia. The business adds a new vertical to the Solen portfolio and extends Solen's presence in regulated financial services software.
“We have always run Cooperative Technologies as a long-term business, not a short-term opportunity. Solen operates the same way. Their commitment to keeping businesses intact, investing in the team, and staying close to customers made this the right decision. I am proud of what this company has built for the insurance industry, and I am confident it is in good hands.”
— Vaughan Lund, President, Cooperative Technologies
