Agatha Global Tech Launches GrantAI – The First AI Co-Pilot for Annuity Sales

LAGUNA HILLS, Calif.--(BUSINESS WIRE)--
Agatha Global Tech (AGT) today launched GrantAI™ on its flagship platform, Annuities Genius®, re-imagining the annuities experience for advisors, distributors and financial institutions.

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GrantAI instant recommendations

The new capability introduces an AI-first, end-to-end experience that allows advisors to research, compare, design, and communicate annuity recommendations through a single conversational interface – delivering personalized solutions in seconds.

Smarter Annuity Workflows

GrantAI aggregates a dozen specialized tools and the industry’s most comprehensive annuity database into one conversational workflow. It adds intelligence to the advisor’s expertise, accelerates the process dramatically, and allows every professional to work the way they prefer – without being confined to rigid, pre-built workflows.

Advisors gain access to 2,000+ products and instant quotes for more than 250 income riders, while AI assists with product matching, visualization, and documentation – creating a faster, more intuitive experience from client discovery to solution delivery.

“With GrantAI, we’re changing how annuities are explained, compared, and delivered,” said David Novak, Founder and CEO of Agatha Global Tech. “It’s the first-time advisors can use AI to think through client cases – not just quote – making annuity advice simpler, transparent, and human.”

GrantAI empowers advisors with the skill set of a smart office – acting as a Researcher, Translator, and Back Office – setting a new standard of professionalism in annuity advice and unlocking advisor productivity enormously.

Intelligence Beneath the Surface

GrantAI is powered by AGT’s proprietary data infrastructure, connected to the precise calculators, comparison, simulation, and illustration tools of Annuities Genius.

This foundation, built over seven years, was pivotal to developing GrantAI – adding the reasoning and personalized workflow layer that makes the system adaptive to each advisor’s process.

Under the hood of the conversational co-pilot, proprietary tools are also enhanced by AI.

For example, in Fixed Indexed Annuities (FIAs), the AI allocator instantly optimizes allocation plans, explains rationales, and generates supporting materials – empowering advisors, reducing judgment, and enhancing client confidence.

The company’s white paper, “Building Trust at Scale: How AI Reinvents Annuities Distribution,” offers deeper insights into the architecture behind GrantAI and AGT’s broader vision for how intelligence will reshape the annuities industry for advisors, carriers, and end customers.

GrantAI is available now to advisors, distributors, and financial institutions across the United States.

The launch reinforces Agatha Global Tech’s mission to bring clarity, transparency, and trust to every step of the annuities journey – from carriers to advisors to consumers.

About Agatha Global Tech

Agatha Global Tech (AGT) is a B2B sales-enablement technology company providing intelligent software and large-scale data infrastructure for the financial-services industry.

Through its flagship platform Annuities Genius, AGT delivers a compliant, AI-first, end-to-end annuities experience for advisors, distributors, and carriers.

Learn more at www.annuitiesgenius.com.

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Source: Agatha Global Tech