Advanced Life Insurance Policy Intelligence
Alpha Testing Program - Early Access for Select Financial Professionals
AI-Powered Analysis for Financial Professionals
Early Access: Next-Generation Policy Analysis
Our AI rapidly processes in-force life insurance policies, delivering detailed insights that enhance client trust and support your wealth management expertise. Currently in alpha testing with select professionals.
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 processes the policy details and generates a comprehensive dashboard
Dashboard Access
Access a detailed client-focused Policy Intelligence Suite
Your Professional Client Policy Dashboard
Your client's policy insights in one comprehensive, professional platform
Your alpha dashboard combines three key tools designed to support advisor effectiveness and 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
Clear explanations of policy functions to support client conversations
Policy Features
Analysis of policy features and riders to support client education
Smart Policy Care
Essential guidance for policy maintenance and proactive client service
Talking Points
Policy analysis talking points to support your client interactions
Action Planning
Details on how to keep your client's policy on track
Join Our Alpha Testing Program
Experience how AI enhances your client policy reviews - help us refine the future of policy analysis