For Financial Advisors and Their Clients
Professional-grade policy analysis delivering clear, actionable insights from complex life insurance illustrations—in minutes, not hours.
Insurance Planner AI is a professional policy analysis platform designed for financial advisors and policy owners seeking clarity on their coverage. Our software provides structured policy analysis to support informed planning discussions.
If you want to understand:
If you need to:
Policy Owner Access Requirements
You must be the policy owner to use our Services. If you are the insured but not the owner (for example, if a trust owns the policy), only the policy owner or their authorized advisor can request analysis.
Review our Terms of Service and Privacy Policy for complete details.
Best for: Initial review, triage, and high-level understanding.
Best for: Advisor-led planning discussions, documentation, and deeper analysis.
Professional User Requirements
If you are using our Services on behalf of policy owners, you must obtain written authorization and comply with all applicable regulations. Automated redaction is provided as a convenience and does not replace professional compliance obligations.
See Terms of Service Section 6 for complete professional user requirements and regulatory compliance obligations.
View Complete Terms →When to use: Centralized policy review desk, batch processing, quality control
Typical flow:
When to use: Prospect qualification, onboarding automation, scalability
Typical flow:
Best practice: Use both workflows strategically—self-service for scale, advisor-driven for complexity.
Current Offering (Introductory Period):
Insurance Planner AI Professional
Important: You remain solely responsible for:
We are not:
Our service is software-as-a-service technology for policy analysis, not insurance services.
Your security and privacy are foundational to our platform. We use enterprise-grade infrastructure trusted by Fortune 500 companies.
Data removed from active systems immediately; purged from backups within 90 days
Experience our enterprise platform with advanced features and unlimited reviews.
Support requests are processed Monday-Friday, 9 AM - 5 PM Eastern Time (excluding holidays). We aim to respond within 24-48 business hours.
For urgent issues affecting active client meetings:
Email with "URGENT" in subject line—we'll prioritize your request during business hours.
Experience professional policy analysis in minutes—free during our introductory period