Agatha Global Tech Launches GrantAI - An AI Co-Pilot for Annuity Sales
Agatha Global Tech (AGT) just rolled out GrantAI™ on Annuities Genius®, giving advisors, distributors, and institutions a faster way to move from client discovery to a clear annuity recommendation. One conversational interface handles research, comparison, design, and communication - so you can get to a personalized solution in seconds.
What this means for your sales workflow
- Work in one place: research, compare, and present without hopping across tools or rigid flows.
- Tap 2,000+ products and instant quotes for 250+ income riders.
- AI assists with product matching, visualization, and documentation - speeding up case work and reducing manual effort.
- Acts like a smart office: Researcher, Translator, and Back Office in one assistant.
"With GrantAI, we're changing how annuities are explained, compared, and delivered," said David Novak, Founder and CEO of Agatha Global Tech. "It's the first time advisors can use AI to think through client cases - not just quote - making annuity advice simpler, transparent, and human."
Intelligence beneath the surface
GrantAI runs on AGT's proprietary data infrastructure and ties directly into the calculators, comparison, simulation, and illustration tools inside Annuities Genius. Seven years of product, pricing, and rules data feed its reasoning and adaptive workflows, so the assistant fits the way each advisor likes to work.
In Fixed Indexed Annuities (FIAs), the AI allocator builds allocation plans on the spot, explains the rationale, and generates supporting materials. That cuts guesswork, strengthens client confidence, and helps advisors move quicker from analysis to presentation.
Why sales leaders will care
- Shorter sales cycles: faster proposals, fewer back-and-forths.
- Consistent documentation: cleaner client files and smoother handoffs.
- Faster onboarding: new reps get up to speed with guided prompts and built-in context.
- Better client conversations: visual explanations and side-by-side comparisons make decisions easier.
How to put it to work this week
- Bring one recent client case into GrantAI. Use the conversational flow to narrow products, compare options, and generate a client-ready summary with illustrations and disclosures.
- Create a team playbook of prompts for common situations (income now vs. later, legacy focus, principal protection). Standardize outputs so every rep presents with the same clarity.
- Use the FIA allocator for allocation plans and rationale. Export materials and add them to your meeting deck.
Availability and resources
GrantAI is available now to advisors, distributors, and financial institutions across the United States. Learn more at Annuities Genius.
If your team is building AI skills for financial sales, explore practical training and tool roundups here: AI tools for finance.
About Agatha Global Tech
Agatha Global Tech (AGT) is a B2B sales-enablement technology company providing intelligent software and large-scale data infrastructure for financial services. Through Annuities Genius, AGT delivers a compliant, AI-first, end-to-end annuities experience for advisors, distributors, and carriers.
Media Contact: pr@annuitiesgenius.com
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