11/13/2025 - Analyze Annuity Cases, Smart Allocate & Create Client-Ready Reports
Автор: Your AI-first annuity sales platform 🤖
Загружено: 2025-11-13
Просмотров: 28
#GrantAI #AnnuitiesGenius #annuitysales
In this live Masterclass, Danny Copinga walks through how to use GrantAI inside Annuities Genius to simplify the entire annuity sales process - from the first fact-finding questions to product selection, smart allocations, and client-ready reports.
You’ll see a real case entered into the Navigator tool and watch GrantAI:
Analyze multiple annuity options and explain why it recommends each one
Use Smart Allocate to build index allocations automatically
Generate client-friendly summaries you can use to “sound like an expert” in minutes
Create customized PDF reports and draft emails for prospects and old leads
Prep for meetings faster by comparing products to the carriers you’re already contracted with
If you sell annuities and want to boost your closing rate while saving time on prep, this walkthrough shows exactly how to plug GrantAI into your day-to-day workflow.
👉 Learn more about GrantAI and get started here: https://annuitiesgenius.com/grant-ai
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