Unlock Your Potential.
Become a Digitally-Powered FMO.
Don't take their word for it, see it for yourself
I've received great feedback from agents and marketers regarding the software.
The carrier data is reliable, with consistent rates and reports matching what the carriers provide.
During case design calls, the software proved to be efficient and helped me collaborate effectively with other agents.
Annuity Selling System
For The Whole Team
Full solution for FMO and insurance agents.
Activity tracking
Track your agents' activity and see how they are doing.
- For agents
- For affiliates
E-App system
Send applications to carriers directly from the software. No more paper applications.
- FireLight integration
- Connection with CRM
Communication system
Let your agents and marketers communicate with each other in an efficient way.
- Reports under agent' name
- Live chat with marketer
- Decision record-keeping
Quoting system
Let your agents and marketers quote and compare all types of annuities and riders in one place.
- Lifetime income
- Safety & growth
- Guaranteed accumulation
- Enhanced Legacy
- FIAs, RILAs & MYGAs
- SPIAs & DIAs
Lead generation
Empower each agent with lead generation system and their personal website.
- Lead-capture forms
- Phone validation
- Customer cabinet
- Live chat & SMS
As a $15Million a year Producer with FIA’s for the past 20 years I can assure you I’ve never seen an “easier way to sell” Annuities with a click of the mouse. Your prospects will realize “You work for them” not any one Annuity Carrier. Our Advisors loved it! David is one of the most energetic 24 hour a day entrepreneur! I recommend this for anyone who wants to triple their annuity sales this year!
I have been very happy with AnnuitiesGenius since signing up for the software. AnnuitiesGenius provided me with virtually everything I need to help my client in with best interest requirements in selecting the appropriate annuity to meet the clients goals. I highly recommend this program for anyone offering annuities to their clients.