Connect Corebridge and
S&P Capital IQ with AI

Sync Corebridge policy and annuity data with S&P Capital IQ market intelligence automatically. Stop manually exporting policy portfolios, cross-referencing issuer financials, and rebuilding performance models. Redbird AI connects your insurance analytics with capital markets data in real time.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

SPI

Enrich policy portfolio data with issuer credit ratings and financial health metrics

Automatically pull S&P credit ratings, financial statements, and analyst estimates for underlying issuers in Corebridge annuity portfolios. Surface credit deterioration or rating changes alongside policy exposure data. Eliminate manual issuer research across hundreds of policies.

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Sync retirement plan asset allocations to financial models for stress testing

Push aggregated Corebridge retirement plan holdings and allocation data into S&P Capital IQ for scenario analysis and stress testing. Model how portfolio shifts impact plan performance under different market conditions. Keep models synchronized as contributions and distributions update.

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Generate automated compliance reports combining policy data with market comps

Merge Corebridge policy performance metrics with S&P comparable product analysis and industry benchmarks. Produce regulatory and board reports that contextualize insurance portfolio performance against market standards. Update reports automatically as new policy data flows in.

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Alert investment teams when policyholder concentration risk exceeds thresholds

Monitor Corebridge policyholder data and trigger alerts in S&P Capital IQ workflows when exposure to specific industries or companies crosses risk limits. Combine insurance policy concentration with market intelligence for comprehensive risk views. Route alerts to appropriate investment analysts.

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Update annuity product performance dashboards with real-time equity market data

Pull S&P equity indices, sector performance, and volatility metrics into Corebridge to contextualize variable annuity performance. Show policyholders how underlying market movements impact account values. Refresh data continuously without manual data pulls.

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Archive historical policy data alongside market conditions for actuarial analysis

Capture Corebridge policy snapshots and corresponding S&P market data at regular intervals for long-term actuarial studies. Build historical datasets that pair policy behavior with market environments. Enable retrospective analysis of how products performed across market cycles.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Corebridge and S&P Capital IQ with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Corebridge's insurance data structures and S&P Capital IQ's financial intelligence schema—so your policy analytics and market research systems work as one.

AI that maps policy data to financial intelligence automatically

Redbird reads Corebridge's policy records, annuity contracts, contribution schedules, and product hierarchies alongside S&P Capital IQ's company profiles, financial statements, screening criteria, and market datasets. The AI automatically matches policy issuers to S&P entities, maps product types to comparable securities, joins performance metrics with market benchmarks, and normalizes dates and identifiers across both systems—no custom field mapping or middleware required.

Policy-to-issuer matching
Product performance normalization
Credit rating enrichment
Market benchmark alignment
10×

faster than exporting Corebridge data to Excel and manually cross-referencing S&P company records

No CSV exports, VLOOKUP formulas, or manual issuer lookups required

Auto-generated reports

Redbird can pull from Corebridge and S&P Capital IQ simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or S&P Capital IQ.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Corebridge into S&P Capital IQ, or from S&P Capital IQ back into Corebridge. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Corebridge or S&P Capital IQ—policy updates, rating changes, or new market data.

Corebridge
Triggers & Actions
Trigger

New policy issued

Fires when a new insurance policy or annuity contract is created in Corebridge.

Trigger

Retirement plan contribution recorded

Triggers when a new contribution or distribution is logged for a retirement plan.

Trigger

Policy status changed

Activates when a policy moves to a new status such as active, lapsed, or surrendered.

Action

Update policy record

Modify policy attributes, beneficiary information, or performance metrics in Corebridge.

Action

Add compliance note

Append audit trail or compliance annotations to policy records.

Action

Create portfolio snapshot

Generate a point-in-time view of policy holdings and allocations.

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S&P Capital IQ
Triggers & Actions
Trigger

Credit rating changed

Fires when S&P updates a company's credit rating or outlook.

Trigger

Financials updated

Triggers when new quarterly or annual financial statements are published for a tracked company.

Trigger

Screening criteria met

Activates when a company or security matches custom screening parameters.

Action

Add company to watchlist

Insert a company into a monitored portfolio or custom screening list.

Action

Update financial model

Refresh assumptions, inputs, or scenario variables in an existing Capital IQ model.

Action

Export comparable analysis

Generate and save comparable company or transaction analysis datasets.

Corebridge
+
SPI S&P Capital IQ

Ready to connect your stack?

See how Redbird AI connects Corebridge and S&P Capital IQ to eliminate manual data work between your insurance analytics and market intelligence platforms.

Get started → Book a demo