IP-AI
Insurance Planner AI

Welcome to the Insurance Planner AI Pilot Program

Thank you for joining us in transforming life insurance policy reviews. IP-AI delivers automated analysis in minutes, not hours, and we are excited to have your help shaping this innovation.

Your Role in Shaping IP-AI

Try It Out

Upload illustrations and experience how quickly IP-AI streamlines the policy review process for clients and advisors.

Explore Opportunities

Consider how IP-AI can empower clients to better understand their policies and engage more meaningfully with their advisors.

Share Your Insights

Help us lead the way in AI-powered policy reviews. Your feedback will shape how clients and advisors experience automated life insurance policy analysis.

Have questions? Want to share immediate feedback?

Reach us at:

pilot-support@financialplanner-ai.com
We take security seriously - your access and all policy data are fully encrypted 🔒