Instant Life Insurance Policy Intelligence
Currently in Alpha - Early Access for Financial Professionals
AI-Powered Analysis for Financial Professionals
A New Standard for Client Policy Reviews
Our AI instantly analyzes in-force life insurance policies, delivering clear insights that deepen client trust and showcase your comprehensive wealth management expertise.
Simply upload any in-force illustration and let our AI handle the rest
How It Works: Streamlined Client Analysis
From client illustration to comprehensive analysis in just moments
Upload Illustration
Simply upload your client's policy illustration to begin
AI Analysis
Our AI immediately analyzes the policy details and prepares a client-ready dashboard
Dashboard Access
Gain immediate access to a complete client-focused Policy Intelligence Suite
Your Professional Client Policy Dashboard
All your client's policy insights in one powerful, client-ready platform
Your professional dashboard combines three essential tools that work together to enhance advisor proficiency and dynamic client engagement:
Visual Client Policy Analysis
Six professional areas that break down key components for effective client reviews
Download Analysis
Get a formatted PDF for client meetings and file documentation
Send Analysis to Client
Send your policy analysis to your client's inbox with insights and discussion points
Professional Dashboard: Six Key Areas
Navigate every aspect of your client's policy through these organized sections
Quick Look
At-a-glance summary of client policy structure and key performance indicators
Policy Mechanics
Simplified explanations of policy functions to enhance client conversations
Policy Features
Detailed analysis of policy features and riders for effective client education
Smart Policy Care
Essential guidance for policy maintenance and proactive client service
Talking Points
Readt-to-use polcy analysis talking points for your client interactions
Action Planning
Details on how to keep your client's policy on track
Upgrade Your Policy Analysis Capabilities
See how AI transforms your client policy reviews in minutes