Product Recommendation Engine
Analyzes any client profile and identifies the best product match — IUL, Annuity, Term Life, Final Expense, MP, or Infinite Banking.
The AI Advisor helps you build the right product recommendation, handle any objection, and walk into every client call with a personalized presentation strategy — generated in seconds.
Add-on — available on all CRM plans See How It WorksInput the client's age, income, financial goals, risk tolerance, and any existing coverage. Takes about 60 seconds.
The AI Advisor processes the profile against all product types — IUL, Annuity, Term Life, Final Expense — and identifies the strongest match.
Receive a clear product recommendation with a client-level explanation — written in plain language your client will understand, not insurance jargon.
The AI generates a full presentation script customized to that specific client — including how to position the product, how to handle their likely objections, and how to close.
Analyzes any client profile and identifies the best product match — IUL, Annuity, Term Life, Final Expense, MP, or Infinite Banking.
Generates a non-technical explanation of the recommended product — written the way you would explain it to a client, not the way a carrier brochure does.
Surfaces the most likely objections based on the client profile and provides word-for-word responses you can use on the spot.
Builds a complete call script for each client — opening, discovery questions, product introduction, close language, and follow-up plan.
Compares relevant carrier products side by side — coverage, rates, features, and suitability — so you walk in prepared.
Integrates with every GRWTH TECH product snapshot — so the AI advice connects directly to the automation system already following up with your leads.
"Sarah is 54 with a low risk tolerance and a primary goal of guaranteed retirement income. A fixed indexed annuity provides principal protection, potential for indexed growth, and a guaranteed income rider that can provide monthly checks starting at 62. This aligns directly with her goals and her timeline."
"Sarah, think of this like a retirement paycheck that starts when you're ready — with the security that the market can never take it away."
The AI Advisor is an add-on — activate it from your dashboard alongside Starter, Pro, or Premium.
All 8 snapshots, up to 15 seats, white-glove setup, and Premium Content Vault
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