Assistants & Account Access

Are Annuities Genius subscriptions for individual use only?

Yes. Individual subscriptions are licensed for one user only. Login credentials should not be shared with an assistant, partner, remote admin, paraplanner, office staff, or other team member.

If someone else needs to access Annuities Genius on your behalf, they should have their own account and login. Sharing credentials may trigger our device and security protections and result in a device being locked.

No. Anyone regularly accessing the platform should have their own subscription and login.

This includes:

Assistants or virtual assistants
Remote admins
Business partners
Paraplanners
Office or support staff
Other team members

You can use Share Case to give them access to specific cases without sharing your login credentials.

Do I need Enterprise if I have an assistant or remote admin?

Not necessarily. If it’s primarily you and one assistant, partner, or remote admin, you can keep the individual plan that already fits your needs and have the other user subscribe separately.

You can then use Share Case to collaborate on specific cases while maintaining separate accounts.

Which plan should they have?

Starter — $99/month

Best for someone primarily helping build and prepare cases.

Includes:

GrantAI Copilot
Illustrator
Suitability Questionnaire
E-App Prefill

This is typically a good fit for an assistant or remote admin handling case preparation rather than advanced product research.

Prime+ — $199/month

A better fit if they will be more involved in helping you research opportunities and grow your business, including:

Running product comparisons
Researching products and carriers
Quoting SPIAs with the SPIA Calculator
Handling more advanced case research

Genius — $299/month

Best for users doing higher-volume or more advanced case design and analysis who need access to additional planning tools, including:

Retirement Simulator
Index Performance Analysis
VA-to-FIA Transition analysis
Death Benefit Calculator
Freedom Questionnaire
Advanced quoting and simulations

Genius also provides a higher monthly credit allowance, making it a better fit for someone regularly running a larger volume of cases and analyses.

Does the primary agent need to change plans?

No. The primary agent can stay on whichever plan already fits their own usage. Adding an assistant, partner, remote admin, or other support person does not automatically require an upgrade.

How can we work on the same cases?

Use Share Case to share specific cases with the other user. This allows both people to maintain their own individual accounts while collaborating on the cases that require assistance.

Can we save by paying annually?

Yes. Annual subscriptions offer additional savings, while included credits are still provided monthly.

When should we consider Enterprise?

Enterprise may make more sense when you have a larger team or need a more centralized way to manage multiple users.
Enterprise provides a more team-oriented setup with centralized access, case assignments, shared workflows, and team management, rather than managing multiple individual subscriptions.
Enterprise pricing varies based on your organization's size and needs. Our Sales team can review your setup and discuss available Enterprise options.

Have Questions?

If you’re unsure which option is the best fit for you or your team, reach out to us and we’ll be happy to help you find the right setup for your needs.

Our Support team is available by phone 949-600-7707 , email - help@annuitiesgenius.com , or Live Chat during regular business hours.