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Set up ChatGPT or Claude

Connect your AI, check it for free and set it up for a whole client case.

Once connected, your AI works with your Annuities Genius account. You sign in with your usual login. A free question shows the link works.

Setup, no credits

You'll learn to

  • Connect Annuities Genius to ChatGPT or Claude
  • Check it with a question that costs nothing
  • Switch ChatGPT to Work, or pick a Claude model, for a whole case

In this guide

  1. 1. Set up ChatGPT
  2. 2. Set up Claude