Find the client and run the annual review

Find the saved client. Review current carrier records, then add new dated information without overwriting the old record.

1. 1.

   In a new chat, paste this. Nothing is changed.

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   Using Annuities Genius: find my client “Zinnia Quill (invented)”. Show me her record, her notes and anything saved on her timeline. Change nothing.

   Select the text and copy it.

   Reading a record is free.

2. 2.

   Check the answer for three things: every note, any birthday within a month, and what is on her timeline.

   The birthday line shows only when a birthday is less than a month away.

3. 3.

   In a new chat, paste this with the numbers from her statement. Your AI reads her record and notes first.

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   Using Annuities Genius: do the annual review for “Zinnia Quill (invented).” Read her record and notes. From the current statement and in-force carrier information, summarize account value, surrender value, income base, payout factor, rider charge, withdrawal room, renewal terms and beneficiaries. List missing carrier data and client changes I must ask about. Do not run a new-product quote or suggest a replacement. I decide.

   Select the text and copy it.

   Request current statements and in-force carrier information. Reading her saved record is free.

4. 4.

   In the same chat, ask for the email. Read it, fix it and send it yourself.

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   Draft a short review email for the client. Use only the numbers I gave you. No praise and no promises.

   Select the text and copy it.

   In ChatGPT, the email comes in a card with a Connect email button. Copy the text into your own email instead.

5. 5.

   In the same chat as the review, send this.

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   Update her record: leave premium at $400,000. Add a note dated today: "Annual review: statement account value $409,000; surrender value $381,000. Reviewed current statement and in-force carrier information; no new-product quote was run." Keep the old quote note unchanged. Show both notes.

   Select the text and copy it.

   Edit a note only when a lasting fact changes. Never overwrite a dated quote. Add a new annual-review note.

6. 6.

   Check that the answer lists each change with the old and the new value.