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 that delivers structured insights from complex life insurance illustrations — in minutes. Built for financial advisors and policy owners.
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.
For a detailed breakdown of what each review includes, see Policy Review Options.
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 →Both QuickScan and Full Policy Review are complimentary during introductory access. QuickScan is unlimited. Full Policy Review allows up to 5 reviews per day per email address.
For enterprise needs, Insurance Planner AI Professional includes PolicyReview, PolicyMatch, PolicyCompare, an interactive dashboard, and unlimited reviews. Request a demo →
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 — complimentary during introductory access