Evolving Together: How Our New Case Credit System Supports Your Continued Growth
Hey Geniuses!
We have some important news to share about an upcoming improvement to the Annuities Genius platform. We're rolling out a change on July 1st designed to ensure fairness, boost performance, and keep our community thriving for the long haul.
Introducing the New Case Credit System
So, what's changing? We're moving to a Case Credit System. Think of it like a monthly allowance for running client cases. It’s simple:
- 1 Case Credit = 1 Client Case
Starting July 1st, your subscription plan will come with a fresh batch of case credits each month:
- Genius Plan (formerly Pro): 30 case credits/month
- Prime+ Plan: 20 case credits/month
- Navigator Plan & other grandfathered plans: 10 case credits/month
Need More? No Problem!
If you're a power user and find you need more credits, we've got you covered. You can easily purchase additional credits right when you're creating a new client case. It's straightforward, affordable, and designed to fit your workflow.
Why the Change? It's All About You.
We noticed that a small number of accounts were running an incredibly high volume of cases. This put a bit of a strain on our system, and our mission is to provide every single user with a fast, reliable, and innovative platform.
This new system helps us do just that. It:
- Creates a level playing field for every user.
- Aligns the value you get with your actual usage.
- Powers a better, faster platform with continued innovation and the top-notch support you deserve.
By making this change, we can ensure Annuities Genius remains a powerful and cutting-edge tool for everyone in our community.
We're Here to Help!
Change can bring questions, and we're ready to answer them. Your success is our top priority, and we're here to support you every step of the way.
Have a question? Simply give us a call at 949-600-7707.
Thank you for being such a valued member of the Annuities Genius family. We're excited to continue growing with you!
