Make the proposal and see what your client sees

GrantAI builds a proposal for you to read first. Check it and keep it for the meeting.

Do it in Genius

All cases→ your client→ GrantAI→ More→ Instant proposal→ proposal card

Practice Client, 1 Nov 2026: the card reads 8 pages and has PDF and Preview buttons.

Open your clients in Genius (opens the app in a new tab)

In the app: CRM → All cases

(opens full size in a new tab)

1. 1.

   Under the Ask GrantAI box, click More, then Instant proposal. A proposal card appears in the chat.

   First time? Finish the short tour with Show me my proposal first.

2. 2.

   Click Preview. A yellow bar says this is what your client sees. On the Practice Client: $15,345 a year ($1,279 a month) from 68.

   That row is Fee-based. On commission, ask for a row you can sell. Check the birth date GrantAI guessed.

   (opens full size in a new tab)

3. 3.

   Page through the seven sections, from Your Retirement Picture to Sources. Check each against your client's facts.

   Between them: Your Income Plan, Inside the Guarantee, Compare the Options, Your Questions, Answered, Your Next Steps. The bar at the top shows eight stages of the whole sale. You read the seven sections.

4. 4.

   A proposal never updates itself: fix a fact, then make a new one. Send nothing until the client confirms the facts.

   Could your client explain it to a spouse from Preview or PDF? If not, fix it first.

   • Next: check it before the appointment