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Live webinar · Tue, Nov 17 · 11:00 AM PT

Genius CRM: Annuity Proposals That Close

Watch one annuity case run live, start to finish. From a new website lead to the first call, discovery, a GrantAI comparison, a proposal and a pre-filled application.

Save My Seat Free · one hour · live on Zoom

Your time:

Can't make it live? Register anyway. We'll email you the recording.

Genius CRM
Illustration · sample case
SC
Sample Client
Wants guaranteed income in retirement
  1. 1
    Website lead
    Added to Genius CRM
  2. 2
    First call
    Called from the case
  3. 3
    Discovery meeting
    Booked, notes saved
  4. 4
    Comparison
    GrantAI compares annuities
  5. 5
    Proposal
    Your name on it
  6. 6
    Application
    Pre-filled from the case
From lead to application, in one place.

15,000+ agents on the platform

What you will watch

One case, live on screen.

Oleg and Danny walk one case through Genius CRM, step by step.

  1. Step 1

    A new lead from your website

    A prospect fills out the form on your Annuities Genius website. The lead is added to Genius CRM.

  2. Step 2

    The first call

    Call the client from Genius CRM, right from the case.

  3. Step 3

    Discovery

    Schedule the meeting and hold the video call from the case. Notes are saved on the client's record.

  4. Step 4

    Compare annuities with GrantAI

    GrantAI compares annuities against what the client told you and shows its reasoning. You make the call.

  5. Step 5

    A proposal with your name on it

    Turn the case into a proposal you can present to the client.

  6. Step 6

    A pre-filled application

    Details you already entered carry into the e-application. You retype less. Pre-fill runs through FireLight, where your IMO has e-app switched on.

Save My Seat

Why Genius CRM

From comparing annuities to running the whole case

Before Genius CRM

Annuities Genius helped you compare annuities and build the report for your client.

The rest of the case ran somewhere else.

With Genius CRM

The whole case in one place:

  • The lead
  • Calls
  • Meetings and video calls
  • Notes
  • The GrantAI comparison
  • The proposal
  • The pre-filled application

From the first call to the application.

Your hosts

Who runs the session

  • Oleg Shovkun

    Oleg Shovkun

    CTO, Annuities Genius

    Leads the team that builds Annuities Genius. Co-hosts the session.

  • DC

    Danny Copinga

    Annuities Genius

    Co-hosts the session.

You will leave with

One hour. One case, from lead to application.

  • 1

    A proposal your client can follow

    How to present the case in a clear proposal with your name on it.

  • 2

    A first look at Genius CRM

    See it run live.

  • 3

    Answers to your questions

    Q&A and chat stay open. Ask Oleg and Danny during the session.

Who should join

Whether you sell annuities on your own or add them to a life or health practice.

Independent annuity agents

You run your own book and want more of your cases to reach the application.

Life, health, and Medicare agents

You are adding annuities to what you offer your clients and want a clear process for every case.

Questions

It is free. Click Save My Seat and fill in the Zoom form: name, email and phone. Zoom sends the link and reminders before the session.

Register anyway. We will email you the recording.

No. The webinar is open to every annuity agent.

Yes. Q&A and chat are open during the session. Leave client names out of your questions.

One hour, on Tuesday, November 17, at 11:00 AM Pacific / 2:00 PM Eastern.

Tuesday, November 17 · 11:00 AM PT / 2:00 PM ET

Genius CRM: Annuity Proposals That Close

Watch one annuity case run live on Zoom.

Save My Seat

Free · one hour · live on Zoom · Can't make it live? Register anyway. We'll email you the recording.