Genius CRM: Annuity Proposals That Close Save My Seat
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Collect every fact

Fill the gaps in one sitting. Missing facts are where the wrong product comes from.

Do it in Genius

All cases your client Qualify Suitability questionnaire Share Link

Practice Client, 3 Nov 2026: Update Client has no field for debts. The questionnaire asks about them, and Share Link gives you a link.

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

In the app: CRM → All cases

The Share Questionnaire Link window with a link to copy. (opens full size in a new tab)
  1. 1.

    Ask about health and Medicare, then life and care cover. Then every account: type, balance, pre-tax or after-tax.

    Add it up aloud: "Am I missing anything?"

  2. 2.

    Ask about income, with the Social Security estimate and any pension offer. Then spending, debts, tax bracket and money they must keep within reach.

    Suitability
    Whether a product fits the client. Most states require you to act in their best interest and record why.

    Suitability rules also need goals, experience, time horizon, risk tolerance, liquid net worth and the funding source.

  3. 3.

    Put it in Genius. New client: open the link below and click Paste text. Existing client: click the pencil on their card.

    Then set Funding Source, Premium Amount, Source Type. Debts and spending have no field: use Save Note.

    See also:

  4. 4.

    Open Qualify, then Suitability questionnaire. Fill it in with the client, or click Share Link. By email: GrantAI More, Client discovery, Email.

    Required fields include tax bracket, net worth, living expenses, time horizon, funding source. Email brings a draft with the link.

    The first page of the suitability questionnaire before it is filled in, with its four steps along the top and a Share Link button. (opens full size in a new tab)
You're done when every account and every income is in the client's record.
Watch out: Spending sets the need, not income alone. Enter and upload only the minimum the case needs, and only through a workflow your agency or carrier approves. Before you upload, check the privacy notice and any authorization or exception. Check the vendor's security and retention rules too. The client's OK alone is not enough. Never use Fill with demo data on a real client.
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