Run a client case with GrantAI
GrantAI is your AI assistant within Annuities Genius, designed to make case design faster, simpler, and more efficient. It guides you step by step to help you find suitable products, strategies, and client recommendations with confidence.
Step 1: Begin with the AI-Powered Case Analysis
When you log in, you’ll see a gradient-colored rectangular box labeled:
Getting Started with GrantAI
- Guided Flow – Click Create Client to walk through a structured, step-by-step process that helps you build a case from scratch.
- Type Input – Enter client details directly into the text description field to generate recommendations instantly.
- Upload Form (PDF) –Upload a client form or document pertaining to your client’s case, such as a fact finder or personal financial review and GrantAI will extract and analyze the information for you.
- Existing Case – If you’re working with a current client, simply select the case and open GrantAI to continue your analysis.
All workflows are unified within GrantAI, ensuring a seamless and consistent case-building experience.
Step 2: Describe the Client - Guided Flow
Type a short overview of your client’s situation directly into the box. You can include:
- Client name (optional, for tracking)
- Age and state of residence
- Investment amount (for example, $250,000)
- Type of funds – Non-qualified, 401(k), Roth IRA, Pension, Rollover, etc.
- Client goals – Income generation, principal protection, Social Security supplement, accumulation, or bridge to Medicare
💡 Tip: Don’t worry about getting every detail perfect. GrantAI can work with what you provide and help you refine as you go.
Step 3: Create Client
Click Click Create Client to begin.
GrantAI will take you to the next step, where you’ll see the prompt bar along with a summary of the information you’ve provided. From there, you can continue refining the case, make adjustments, and ask follow-up questions to guide your analysis.
Step 4: Review and Refine Your Analysis
Once processed, Grant AI opens a detailed Case Analysis page showing your AI-generated insights and recommendations.
You can keep refining your case by adding more context or asking follow-up questions in natural language. For example:
“Show me more guaranteed income options.”
“Focus on accumulation instead of protection.”
“Assume Social Security starts at 67.”
Grant AI works like a virtual co-assistant analyzing data, comparing outcomes, and helping you uncover strategies that align with your client’s goals.
Step 5: Use the Results
The analysis Grant AI provides can be applied in several ways:
- Prepare for meetings – Turn the recommendations into talking points or a client script.
- Generate reports – Create structured summaries for review or presentation.
- Explore scenarios – Adjust details to compare different income or growth paths.
Whether you’re an experienced advisor or just starting out, Grant AI gives you practical, data-driven clarity every time.
You have the flexibility to keep exploring and “How Can I help” as you refine your search. GrantAI is here to help you uncover exactly what fits your client’s needs giving you the confidence of a smart, data-driven second opinion every step of the way.
Step 6: Explore Your Training Resources
Inside your account, you’ll find quick video modules designed to help you master each feature:
How to describe client cases, process them, and interpret the AI output.
🎥 2. Grant AI Powered Navigator
Use natural-language search to locate carriers, products, and strategies — ideal for exploring and learning as you go.
🎥 3. AI Powered Allocator
Evaluate and compare allocation and index strategies after running product illustrations.
Each training video walks you through practical examples and best practices for real-world use.
Step 7: Watch the Full Grant AI Webinar
For a detailed walkthrough of how the system works from start to finish, watch our latest recorded session:
🎥 Grant AI Webinar – Full System Overview
This webinar includes real-time case examples, live product analysis, and advanced tips for optimizing your workflow with Grant AI.
Grant AI Built to make every case smarter, faster, and easier to solve.
💡 Tip: GrantAI is for case questions and recommendations
🔧 The blue chat bubble is for account or technical support
If you have any questions, please feel free to contact us via email at help@annuitiesgenius.com or by phone at 949-600-7707