ANN-E: Agentic AI for Annuity Distribution
ANN-E is a modular AI platform designed to help insurance carriers bring AI into the workflows of internal and external wholesalers.
Specialized AI agents work with the systems, data and content carriers already use to help wholesalers prepare for advisor and agent conversations, understand illustration opportunities, generate actionable insights and improve follow-up.
Deploy individual ANN-E modules for specific workflows or connect multiple agents across your distribution ecosystem.
Purpose-Built AI Agents. Modular by Design.
Insurance distribution involves distinct workflows, data sources and systems. ANN-E is designed around that reality.
Rather than relying on a single general-purpose AI assistant, ANN-E uses specialized AI agents designed for specific wholesaler workflows. Each module can integrate with the relevant carrier systems and operate independently, while sharing a common platform architecture that allows capabilities to work together as needs evolve.
This modular approach allows carriers to introduce AI where it creates value today and expand into additional workflows over time.
ANN-E AI Meeting Prep
ANN-E AI Meeting Prep gives wholesalers a clear view of the advisor relationship before every conversation—without requiring them to search through Salesforce records or piece together activity manually.
ANN-E analyzes relevant Salesforce information, including meetings, emails, notes, tasks and other relationship activity, and transforms it into a concise meeting-prep summary with key insights and context for the upcoming conversation.
Meeting preparation can be generated on demand with a single click or automatically prepared around upcoming calendar meetings.
AI grounded in your Salesforce data
ANN-E generates its meeting intelligence against the underlying information in integrated systems rather than relying on generic AI knowledge.
Wholesalers can trace information back to relevant source records, helping improve accuracy, transparency and confidence in AI-generated summaries.
Key capabilities include:
ANN-E AI Illustration Conversion
An illustration represents more than a completed calculation. It can signal an advisor opportunity, reveal the client's objectives and provide the wholesaler with quantitative information for a more valuable conversation.
ANN-E AI Illustration Conversion connects with a carrier's existing illustration software, CRM and other relevant systems to turn illustration activity into actionable sales intelligence.
ANN-E can summarize the illustrated case, identify quantitative insights and potential alternatives, and help the wholesaler determine how to engage the advisor or agent based on the specific illustration.
From illustration insight to personalized follow-up
ANN-E carries that intelligence into the next interaction.
Wholesalers can use the insights during a live conversation or generate personalized follow-up based on the illustrated case. ANN-E can incorporate carrier-approved messaging and identify relevant product or thematic collateral to support the advisor conversation.
Key capabilities include:
AI That Works with Your Existing Technology
ANN-E is designed as an AI layer across the carrier's existing distribution technology.
Its agents can connect with systems such as Salesforce, illustration platforms, carrier product data, content repositories and other enterprise data sources. This allows ANN-E to bring intelligence into existing workflows rather than creating another disconnected destination for wholesalers.
Salesforce
Bring AI-powered meeting preparation and relationship intelligence directly into the CRM environment.
Illustration Platforms
Transform existing illustration activity into quantitative insights, wholesaler intelligence and personalized follow-up.
Carrier Data & Content
Ground ANN-E in carrier-specific products, approved content, business rules and other relevant information.
Hedgeness IllustrateNow™
Combine ANN-E with Hedgeness illustration technology when an integrated illustration and AI workflow is desired.
Accuracy, Transparency and Carrier Control
ANN-E is designed for regulated financial-services workflows where the source and accuracy of AI-generated information matter.
Agents use information from integrated carrier systems and approved data sources to generate summaries, insights and communications. Attribution can connect AI-generated information to its underlying sources, while carrier-configurable templates, prompts and content provide control over how ANN-E operates within each workflow.
This approach combines the productivity of generative AI with the accuracy, transparency and governance required for insurance distribution.
One Platform. Specialized Agents. Built to Expand.
ANN-E provides a common AI architecture for specialized agents across insurance distribution.
Carriers can begin with the modules that address their immediate needs—such as AI Meeting Prep or AI Illustration Conversion—and add additional agents and workflows as their AI strategy evolves.
Each agent is purpose-built for its workflow. Together, they create the foundation for a more connected, intelligent distribution environment.