Quote only your carriers

A deck is your saved list of carriers, annuity types and sales channels. Your quotes use the current deck, in your AI and in the app.

1. 1.

   Paste this with the carriers you are appointed with.

   Copy

   Using Annuities Genius: create a deck called “My carriers” with [carrier 1], [carrier 2] and [carrier 3]. Cover fixed index annuities and MYGAs sold through the independent agent channel. Show me the deck before you create it. Then make it my current deck and tell me which deck my quotes use now.

   Select the text and copy it.

   Your AI lists the carriers back to you. Check the names before you say yes.

2. 2.

   To quote across all products again, ask your AI to clear the current deck.

   Products sold only through special channels start out left out of a new deck.