Platform Sections & Features

Annuities Genius is organized into 10 primary platform sections, accessible from the top navigation menu. Each section contains specialized features, workflows, and tools designed to support research, case design, illustration, planning, and application processing.

Platform Overview

Annuities Genius is organized into core sections accessible from the top navigation bar.

Your access to each section depends on your subscription plan, IMO/carrier connections, and user permissions.

Platform Sections Explained

Dashboard

Your central hub for activity and navigation.

Provides quick access to recent cases, updates, and shortcuts across the platform.

GrantAI

AI-powered case design and analysis tool used to:

Structure client cases
Analyze financial inputs and goals
Generate annuity strategy recommendations

Marketplace

Product research and carrier data, including:

Annuity Database (FIA, MYGA, TFA, SPIA/DIA)
Carrier Grid
Rate Scout
Market insights

Used for product discovery, comparison, and rate tracking.

Calculators

Planning and analysis tools across three categories:

Accumulation

Performance Analyzer
Index Tracker
Simulator

Income

Income Rider Calculator
SPIA Calculator

Legacy

Legacy Rider Calculator

Supports projections, comparisons, and scenario modeling.

Qualify

Client-facing planning tool (Navigator) used to guide and structure client conversations.

Within Qualify, you will find:

Navigator

Narrow down annuity selection
Suitability Questionnaire

Assess client suitability
Retirement Questionnaire

Evaluate risk tolerance and income gap

This section focuses on presenting and refining the strategy with the client.

Illustrate

Generate carrier-compliant illustrations:

Indexed Illustrator
Fixed Illustrator

E-App

Access electronic annuity applications.

Requires an active IMO/carrier connection.

Intelligence

Advanced analytics and insights.

Typically available for enterprise or carrier-level users only.

Website

Client-facing marketing and lead generation tool used to:

Share annuity information and rates
Capture and engage prospects

Access & Visibility

Not all sections are available to every user.

Access depends on:

Subscription plan
IMO/carrier connection
User permissions

Need Help?

If you have any questions, please reach out to our Customer Support team:

📧 help@annuitiesgenius.com

📞 949-600-7707

We’re here to help.