Research. Compare. Illustrate.
Independent agents and agencies shouldn't have to juggle disconnected tools, outdated interfaces, or compliance risks just to sell annuities.
Annuities Genius changes the game โ offering a complete, all-in-one platform built specifically for annuity sales. Designed for independent producers, agencies, RIAs, broker-dealers, and carriers, the platform supports every step of the workflow:
๐น Guided product comparisons (FIAs, MYGAs, DIAs, SPIAs, VAs, RILAs)
๐น Real-time rate feeds and suitability filters
๐น Audit-ready compliance tools and Reg BI documentation
๐น Visual presentations for clients
๐น CRM and e-application integrations
๐น Lead-gen websites and sales automation
Whether you're a solo advisor trying to scale or an enterprise trying to enforce supervision and compliance โ itโs all built in.
๐ Over 10,000 agents use it.
๐ ๏ธ Agents onboard in minutes.
๐ Carriers access real-time product performance insights.
๐ผ Broker-dealers control shelves and monitor pipelines.
No more confusion. No more patchwork systems. Just one platform that helps you close more business โ faster and cleaner.
๐ Schedule a demo or try it free at www.annuitiesgenius.com
Company Details
- Employees
- 17
- Founded
- -
- Address
- Laguna Hills, Us
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- https://annuitiesgenius.com/
- Keywords
- insurtech, annuities, fintech, financialplanning.
- HQ
- Laguna Hills
Agatha Global Tech Questions
Agatha Global Tech's website is https://annuitiesgenius.com/
Agatha Global Tech's LinkedIn profile is https://www.linkedin.com/company/agatha-global-tech
Agatha Global Tech has
17 employees.
View email and phone details for 17
employees at Agatha Global Tech.
Agatha Global Tech's industry is
Insurance
Agatha Global Tech's top competitors are
Optym,
Rapidio,
Bridge, Inc,
Plat.ai,
Ensightโข,
Grid Dynamics,
Dreamstone Financial,
Fiduciary Genius,
Sunmait Technologies,
Annuityratewatch.com, Inc..
Agatha Global Tech's categories are Insurance
Agatha Global Tech's founding year is 2018
