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GrantAI
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Annuity Reasoning Engine

GrantAI is built on real product data, so you work faster, explain better, and sell your way.

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Built for real annuity work
40%

Higher Close Rates

87%

NIGO Prevention

3min

Average Case Time

0%

AI Hallucinations

53%

Faster Deal Closed

What Slows Annuity Sales Today?

Finding the Right Product

Hours of research, messy spreadsheets, and 'good enough' recommendations that are hard to justify.

Handling Objections

Struggling to answer tough client questions on the fly, lacking the right script, or fumbling the follow-up.

Staying Compliant

Burdensome paperwork, manual record-keeping, and the constant worry of demonstrating 'Best Interest'.

See the 1-min case solve
GrantAI solves the three biggest barriers to your annuity sales

The GrantAI Advantage

Go from Research to Report in 60 Seconds

Stop spending hours on research and prep. GrantAI delivers a full, comprehensive, and client-ready report in under a minute. It’s a complete analysis with comparisons and rationales, all without needing a single spreadsheet or design tweak.

Comprehensive Analysis Report

Generated by GrantAI • Case #2025-003

READY

47 seconds

Market Analysis & Trends

Current annuity rates, carrier performance

Product Comparison

Top 3 carriers with detailed breakdowns

Client-Specific Recommendations

Personalized strategy with rationale

PDF • 12 pages
Report ID: #CA-2025-003

AI Communication Assistant

Real-time objection handling

LIVE

"I'm worried about market volatility affecting my investment."

Client objection detected

"That's a valid concern. Many clients feel that way, which is why we're looking at this specific strategy. It's designed to protect your principal from market drops while still allowing for growth potential."

AI Suggested Response
Available Actions
Choose your approach
High confidence response
95% success rate

Handle Any Objection, Master Every Call

GrantAI is your co-pilot for client communication. Get instant access to proven phone scripts, persuasive email templates, and smart objection-handling logic. Know exactly what to say and what to do next to move the sale forward.

Sell Confidently with Automated Compliance

Forget the compliance headache. GrantAI automatically handles record-keeping for every case. It generates a detailed compliance report demonstrating how the recommendation was made in the client's best interest, giving you an ironclad audit trail.

Best Interest Compliance Report

Generated by GrantAI • Case #2025-003

VERIFIED

Oct 15, 2025

Client Suitability

Verified

Risk Assessment

Complete

Key Findings

Recommendation aligns with client's risk tolerance and financial objectives

All regulatory requirements met with documented rationale

Complete audit trail generated and securely stored

Encrypted & Secure
Report ID: #BI-2025-003
Try Now by Yourself

This is not automation. It's reasoning.

AI as Researcher
Sifts product data across carriers, recognizes constraints, and surfaces viable choices fast. Output: Top-3 with reasons + key trade-offs.
AI as Complexity Translator
Turns dense riders, caps, and crediting methods into clear, client-ready English with visual if/then comparisons.
AI as Back Office
Auto-drafts the client brief, suitability notes, and an audit-friendly report you can share.
See the 1-min case solve
It's not just about having rates. It's about having a system that works for you.

What producers say

This is fantastic... the ability to have all of this in a nice, organized, printed format is a huge asset.

Mark Newman
Mark Newman

Independent Agent

Seeing the breakdown tells me right off without doing all the case designs... that's valuable, that's very valuable.

Karen Mathews
Karen Mathews

Independent Agent

It gets clients to ‘I’m interested - this makes sense’ without a 45-minute illustration lecture.

Walter Less
Walter Less

Independent Agent

Use it where the day gets messy

Morning huddles

Prep 3 scenarios in 5 minutes

Mid-day appointments

Live comparison + allocation suggestion

End-of-day follow-ups

Client brief + compliance pack

Friday pipeline review

Stalled cases: next best action

Find Your Answers

Frequently Asked Questions

GrantAI compares product data with client needs. It gives fact-based recommendations without human bias or promotional influence, helping you stay compliant.
No. Both use large language models, but ChatGPT draws from general internet data that can be outdated or incorrect. GrantAI focuses only on annuities. It uses current information from over 100 carriers and more than 2,000 products to answer agents’ questions accurately.
Yes. GrantAI works as a smart assistant. It makes annuity research simpler and guides you on client cases, helping both new and experienced agents work with confidence.
Users get tutorials, a knowledge base, and direct customer support to help them use GrantAI effectively and fit it into their workflow.
Our database updates continuously. Rates, features, and regulatory changes are reflected in real-time, so you always see the latest information.
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Questions? We've Got Answers.

Your most pressing questions about GrantAI, answered.

This is not the future.
This is now.
Close more deals with AI insights, lightning-fast product matching, and clear client reports.
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