Move 1
Connect it once.
In ChatGPT, add Annuities Genius under Settings, then Plugins. In Claude, add it as a connector. Sign in to Annuities Genius, check it for free, then switch ChatGPT to Work for a whole client case.
AI Academy: a free course for agents who use ChatGPT or Claude
Let your AI do the case work.
Connect ChatGPT or Claude to Annuities Genius. Paste a client case: it runs the quote, leaves out what you can't sell, saves the client and drafts the email. You check it and decide.
Start lesson 1 — free
Lesson 1 connects it to your Annuities Genius account and checks it for free.
Selling your first annuity? Academy for agents new to annuities
New chat · Work
@ Annuities GeniusI'm paid by commission. Open the record for Zinnia Quill (invented).
Run her joint lifetime income quote.
Leave out any fee-based product. I decide.
From Annuities Genius, 2 November 2026
| Product | Yearly joint income |
|---|---|
| Income annuity 1 | $50,912 |
| Income annuity 2 | $48,390 |
| Income annuity 3 | $48,248 |
| Advisory product | left out: fee-based |
Their income from her 67
$50,912 a year
for as long as either of them lives
Your AI already writes your emails.
Connected to Annuities Genius, it also runs the quotes, with a date on every figure.
It knows how you are paid.
Tell it you sell on commission. It checks how each product is sold and leaves out the fee-based ones.
You decide. It does the legwork.
It reads the client's record, runs the numbers and saves notes. The lessons' prompts have it show you the plan first.
Follow one case, move by move.
The course's practice client, Zinnia Quill (invented): 61, married, in California, with $400,000 in a Traditional IRA. She and her husband want income for life from her 67. Every answer below is ChatGPT Work with Annuities Genius on November 2, 2026, shortened. Products are numbered, and rates change.
Move 1 of 5: Connect once
61, California, $400k IRA
Move 2
Paste the case. It shows the plan before it saves.
Describe her the way you'd tell a colleague. Your AI searches your clients first, so there is no duplicate. It shows what goes in each field and waits for your yes.
Using Annuities Genius: save a new client. First search my clients for “Zinnia Quill (invented)” and tell me if she is already there. … She was born on 20 November 1964, is married, lives in California, and has $400,000 in a Traditional IRA. … Show me all of it first. Wait for my yes before you save.
Used Annuities Genius · searched her, read her profile and notes
Zinnia Quill (invented) is already in your clients. Nothing has been saved, and no duplicate will be created.
| Field | Proposed value |
|---|---|
| Date of birth | 20 November 1964 |
| State | California |
| Fund source | Traditional IRA |
| Income start age | 67 |
| Income basis | Joint — her and her husband |
May I save these updates and notes to her existing record?
Yes, save it. …
The updates and all four notes are saved.
Move 3
Income for both of them, best first.
In a new chat, ask for her quote. Your AI opens her record and runs it from what is saved there: $400,000, California, ages 61 and 64, income from her 67. It worked for a minute.
Using Annuities Genius: I'm paid by commission. Open the record for “Zinnia Quill (invented)”. Run her joint lifetime income quote from the details on her record. Look up how each of the top products is sold, and leave out any fee-based (Advisory) product. …
Used Annuities Genius · her record, the quote, each product's details
Opened Zinnia’s record and ran her quote using $400,000 Traditional IRA, California, ages 61 and 64, joint lifetime income starting at her age 67.
From Annuities Genius, 2 November 2026:
| Product | Yearly joint income | Sales channel |
|---|---|---|
| Income annuity 1 | $50,912 | Indep. Agent |
| Income annuity 2 | $48,390 | Indep. Agent |
| Income annuity 3 | $48,248 | Indep. Agent |
| Income annuity 4 | $48,241 | Indep. Agent |
Move 4
Products you can't sell, left out.
A product sold only for a fee can rank first. Your AI reads how each one is sold in its details, not its name, and leaves those out. Then it says which one it would show first, and why, and saves that in a dated note.
Excluded the Advisory product after its details confirmed a Fee-based channel.
I would show Income annuity 1 first because it has the highest quoted income among these eligible products. Its rider costs 1.10% yearly of the benefit base, with a nine-year surrender schedule.
Saved one note dated 2 November 2026 naming that product and its $50,912 yearly joint income, subject to your decision.
She turns 62 this month; refresh the quote after her birthday.
Move 5
The email, drafted from your numbers.
At her yearly review, type in the numbers from her statement. Your AI reads her notes and runs the quote again. It says what a quote can't tell you. Then it drafts the email. You fix it and send it yourself.
This is a current new-business quote, not confirmation of the existing contract’s lifetime income or what her children would inherit. … No replacement is recommended.
Draft a short review email for the client. Use only the numbers I gave you. No praise and no promises.
Hi Zinnia,
For your yearly review, your statement shows an account value of $409,000 and a surrender value of $381,000. …
Our review will focus on income for you and your husband, access to your money, and what may remain for your children. I’m not recommending a replacement.
Have your income needs or family circumstances changed?
That's one case. Now run the same five moves on a client of yours.
Lesson 1 connects your AI and checks it for free. The rest of the course takes the work apart: income, product picks, the fine print, client questions and carrier rules.
Start lesson 1 — freeTop producers already know how to sell annuities. We help everyone else sell like one.
Your clients ask: “What would we get a year, for both of us?”
Your AI on its own
“Let me run the numbers and get back to you.”
- It writes a nice email, but it can't see a single quote.
- You type her facts into a quoting screen, then again into the email.
- You check by hand which products you are allowed to sell.
Your AI connected to Annuities Genius
“About $50,912 a year for as long as either of you lives, from 67. Here are three other options.”
- It opens her record and runs the quote, with the date, in about a minute.
- It checks how each product is sold and leaves out the fee-based ones.
- It drafts the email from your numbers. You fix it and send it.
Numbers from the practice client above, November 2, 2026.
The whole road: 20 lessons.
60 short parts in 7 groups. Free and self-paced. Each part gives you a prompt to paste and what to check in the answer.
A move you watched above
- 1Get connectedSet up ChatGPT or Claude Connect your AI, check it for free and set it up for a whole client case.
- 2Your first caseHand it a whole client caseGive your AI enough facts for a first quote. Complete the full client profile before you recommend anything.
- 3Turn the pick into a proposal for your clientYour AI builds the same branded proposal GrantAI builds and saves it to the client's case. You check it, then share a private link.
- 4New to annuitiesNew to annuities: practice, then your clientsSee four examples on a practice client, learn the terms, then start from clients you already serve.
- 5Every weekHow much income, and when to start? Compare the income amount, who it covers and when it starts.
- 6Paycheck now or laterCompare income now with income later. See each payout option and what beneficiaries receive.
- 7MYGA (fixed) or FIA (indexed)Compare a fixed-rate annuity (MYGA) and an index annuity (FIA) for one client. Check the fine print, then choose what to show first.
- 8Read the fine print: bonus, buffer, creditingCheck what a bonus costs, whether a buffer annuity fits, and how each account credits interest.
- 9Run an illustration and read it firstAn annuity illustration is a year-by-year table of what a contract is worth and pays. Run one for your client, then read it before they do.
- 10Prepare for the meeting, then follow up Prepare a first meeting with a fact finder. Re-run the numbers before each call, then send a follow-up with dated figures.
- 11Manage your book with annual reviews Save client records and dated notes. Review existing contracts yearly and prepare before each guarantee period ends.
- 12Client conversationsExplain it to clients in plain wordsTurn a product's terms into plain sentences with your client's own dollars.
- 13When the client says "what if ...?"Answer the worries that stall a decision with the product's own terms. Be plain about what the product leaves out.
- 14Client asks: annuity or ...?Your client compares an annuity with a CD, a pension, a 401(k) or life insurance. Show both sides, labeled.
- 15Check AI answers before clients see themVerify every AI figure and claim in current carrier documents. Follow approval rules and protect client data.
- 16Carrier and contract rulesCan I sell this one? Find out at no cost why a product is missing for this client and how it is sold. Then check the carrier's ratings.
- 17Check the carrier's rules before you applyStart with the client's profile. Then check carrier rules for declines, extra review and liquid-asset definitions.
- 18Keep or replace their old annuity (1035)Check what moving an old annuity costs, find a new product for 1035 money and read the carrier's rules.
- 19Retirement, Roth or after-tax moneyName where the money comes from so results show products that accept that source and tax type.
- 20From chat to work modeMove from chat to work modeAlready ask Annuities Genius questions in a ChatGPT chat? Do the same work in Work mode.
Credit prices in these lessons are list prices. Credits, Plans & Pricing
What agents tell us about selling with Genius.
“It's got my name on it… it makes me look professional.”
“It closes deals for me. No doubt about that.”
“Instead of me spending an hour and a half… juggle the numbers.”
“Even if I have one client a month that would pay off.”
Licensed agents, in their own words, from our customer interviews.
- carriers
- 110+
- agents on the platform
- 15K+
- IMOs
- 200+
- average premium per case
- $200k
- Type II security audit
- SOC 2
Pick one client you already serve.
Lesson 1 connects your AI and checks it for free. Then hand it that client's case.
Start lesson 1 — free
20 lessons, self-paced.