Create a client record with dated notes

Create one invented record, fix any skipped field, run the quote and save lasting facts in dated notes.

1. 1.

   Paste this. Your AI searches your clients first, then shows its plan.

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   Using Annuities Genius: save a new client. First search my clients for “Zinnia Quill (invented)” and tell me if she is already there. Otherwise create her under that name. She was born on November 20, 1964, is married, lives in California, and has $400,000 in a Traditional IRA. She wants lifetime income from age 67 for her and her husband, who was born on February 3, 1962. Put each fact in the record where it fits. Anything that fits no field goes in a note, one fact per note: “Will not risk principal in the market” and “Showing joint lifetime income first”. Show me all of it first. Wait for my yes before you save.

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   This saves the invented client. For real clients, use only your agency-approved enterprise AI and vendor workflow. Enter only needed data. Never use unapproved consumer AI.

2. 2.

   Read the plan. Fix what is wrong, then say yes.

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   Yes, save it. Then show me her record and the link to her case.

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   Facts that fit the record go there. Facts with no field become notes, one fact each.

3. 3.

   Read your AI's answer to yes. Look for anything the app did not save. If it lists nothing, ask what was left out.

   Here, the spouse is not saved, so his date of birth is left out.

4. 4.

   Read your AI's reply after you say yes.

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   His full name is Walter Quill. Add him to her record with his date of birth.

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   A spouse needs a name. Without one, the app skips his date of birth.

5. 5.

   In a new chat, paste this. Your AI reads her record, quotes, checks how each product is sold and adds the note.

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   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 product is sold, and leave out fee-based (Advisory) products. Do not recommend one until I complete her consumer profile and verify current carrier documents. Add one dated note with the leading quote for comparison, marked "not a recommendation." I decide.

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   Fee-based (Advisory) products may be ranked first. Paid by commission? Leave them out.

6. 6.

   After a later call, add one lasting fact. One fact is one note.

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   Using Annuities Genius: add a note to “Zinnia Quill (invented)”. After today's call I learned one lasting fact: she wants what is left to go to her two children. Keep it to that one fact, and show me her notes after.

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   Notes keep facts that stay true. Next steps belong on the case timeline in the app.