Move from chat to work mode
Switch to Work mode and send the case you already use in Chat.
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1.
At the top of ChatGPT, switch from Chat to Work.
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2.
In the box, type @, pick Annuities Genius, and send the same case you sent in Chat.
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3.
Read the options and the first pick before you show it.
Fee-based (Advisory) products may be ranked first. If you are paid by commission, ask your AI to keep only options sold through the independent agent channel. Your AI cannot confirm your licenses or contracts: ask your agency.
You're done when ChatGPT compares the options and names one to show first.
Watch out:
On a plan with credits, a quote costs 15 credits and an illustration 20. Your AI may run several.