AI Tools
By Advisors Excel (requires access permission). Includes CEO Advisor, Scale Advisor, Optimize Advisor, Marketing Expert, Operations Expert, Compliance Expert, Financial Expert, Copywriter, & Info Security Expert
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Medicare Marketing AI
Submit Medicare marketing materials prior to sending them to the compliance department. References CMS and carrier guidelines. Responses include layman's terms, documents referenced, and suggestions for improvement.
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Medicare Supplement AI
Not sure if a client will pass underwriting due to health conditions and medication? Is my client eligible for a discount? What value added services are included with this supplement? Info may not apply to all states.​
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