Frequently Asked Questions

What additional features does the Lite Plan offer?

The Lite Plan includes everything in the Starter Plan, plus an enhanced CRM, access to automations, and workflow access.

How much does the Lite Plan cost?

The Lite Plan is available for a monthly fee or an annual fee. The annual plan includes a discount, giving you 12 months of service for the price of 10.

What is the enhanced CRM?

The enhanced CRM in the Lite Plan offers more advanced customer relationship management features compared to the basic CRM in the Starter Plan, helping you manage client interactions more effectively.

What are AnnuityAI automations?

Automations access gives you the ability to create custom workflows that help streamline your processes, saving you time and ensuring consistency in your client interactions.

Can I switch from the Lite Plan to the Premium Plan?

Yes, you can upgrade to the Premium Plan at any time. Contact our support team to change your subscription.

Each insurer that AnnuityAI™ is contracted with has sole financial responsibility for its own insurance. Not all insurers are authorized in all states. Not all products, coverages, features and discounts are available in every state and may vary by state. Restrictions, exclusions, limits, and conditions apply. See agent for details.

AnnuityAI™, its affiliates, insurance agents and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Insurance and annuity products are offered through the individual insurance agents and their respective agencies. Insurance agents and representatives will provide their own legal disclaimers and insurance license numbers once they are scheduled through the appointment application.

This information will remain private and confidential. It will only be used by AnnuityAI™ to determine if an annuity is right for you. All content is for educational purposes only. Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances.

Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale.