Monthly

Annually

Unlimited

users for ALL plans.

  • Setup Fee

  • Custom AAI URL

  • AnnuityAI Dashboard

  • Basic CRM

  • Enhanced CRM

  • Advanced CRM

  • Automation Access

  • Workflow Access

  • AnnuityAI Automation(s)

  • AnnuityAI Pipeline(s)

  • Installed Nurture Emails

  • Agent Calendar Access

  • Access to Ad Templates

  • Email Marketing

  • Reporting

LITE

$797/mo

Billed Monthly

$0

PREMIUM

$997/mo

Billed Monthly

$500

Unlimited

users for ALL plans.

  • Setup Fee

  • Custom AAI URL

  • AnnuityAI Dashboard

  • Basic CRM

  • Enhanced CRM

  • Advanced CRM

  • Automation Access

  • Workflow Access

  • AnnuityAI Automation(s)

  • AnnuityAI Pipeline(s)

  • Installed Nurture Emails

  • Agent Calendar Access

  • Access to Ad Templates

  • Email Marketing

  • Reporting

STARTER

$997/yr

Billed Annually

$0

LITE

$7997/yr

Billed Annually

$0

PREMIUM

$9997/yr

Billed Annually

$500

Monthly

Annually

STARTER

$97/mo

Billed Monthly

LITE

$797/mo

Billed Monthly

PREMIUM

$997/mo

Billed Monthly

STARTER

$997/yr

Billed Annually

LITE

$7997/yr

Billed Annually

PREMIUM

$9997/yr

Billed Annually

Unlimited

users for ALL plans.

STARTER

LITE

PREMIUM

Frequently Asked Questions

What payment methods do you accept?

You can pay for AnnuityAI™ using one of the following major credit cards: Visa, Mastercard, American Express, or Discover.

Will I be charged sales tax?

The application of sales tax depends on the laws and regulations of your state or country. During the checkout process, any applicable sales tax will be calculated based on your billing address and added to your total. If you have any specific questions regarding sales tax for your purchase, please contact our support team for assistance.

Will I be charged more for each user I invite to use AnnuityAI™?

No, you will not be charged extra for inviting additional users to AnnuityAI™. Our pricing plan includes multiple users, allowing your team to collaborate seamlessly without incurring additional costs. If you need more details about user limits or specific features, please refer to our pricing page or contact our support team.

How secure is AnnuityAI™?

AnnuityAI™ prioritizes the security of your data. We implement advanced security measures, including end-to-end encryption, to protect all information entered into our platform. Our systems are continuously monitored and regularly audited to ensure the highest level of security. Rest assured; your data is safe with us. If you have any specific concerns or questions about our security protocols, please contact our support team.

Does AnnuityAI™ offer any discounted plans?

Yes, AnnuityAI™ offers various discounted plans throughout the year. We provide special pricing for annual subscriptions and occasionally run promotional discounts. To stay updated on our latest offers and discounts, please visit our pricing page or subscribe to our newsletter. For more information on current discounts, feel free to contact our support team.

How do I cancel my AnnuityAI™ subscription?

Canceling your AnnuityAI™ subscription is simple. Log in to your account and navigate to the "Account Settings" section. From there, select "Subscription" and follow the instructions to cancel. If you encounter any issues or need further assistance, please contact our support team. We're here to help ensure the process is smooth and straightforward.

What is AnnuityAI™ refund policy?

At AnnuityAI™, we offer a 30-day money-back guarantee. If you are not satisfied with our service within the first 30 days of your subscription, you can request a full refund. To initiate a refund, please contact our support team with your account details and reason for cancellation. We aim to process all refund requests promptly and ensure a hassle-free experience. For more details, please refer to our refund policy page.


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.

© Copyright 2024 AnnuityAI™