Policy Hub
Your IUL Command Center
Import carrier PDFs, compare scenarios, run what-if simulations. Everything you need to simplify complex illustrations for your clients.
Instant PDF Import
PALIG & NLG carriers. More coming soon.
Side-by-Side Comparison
Compare multiple illustrations at any age.
What-If Scenarios
Educational simulations with clear disclaimers.
Client-Ready Views
Professional dashboards, not spreadsheets.
Your Practice, Your Modules
Start with Policy Hub. Add what you need, when you need it.
Policy Hub
IUL illustration intelligence.
CRM Pipelines
Visual deal tracking & automation.
Lead Capture
Custom landing pages & forms.
AI Voice Agent
24/7 intelligent call handling.
Smart Calendar
Automated scheduling & reminders.
Marketing Automation
Email & social campaigns.
Analytics Dashboard
Practice performance insights.
MSP Integration
Seamless carrier connectivity.
Team Management
Multi-agent workflows.
The Industry Problem
Financial agents waste hours on tools that don't talk to each other
Illustration Chaos
80-page PDFs that clients don't understand. No easy way to compare or explain.
Fragmented Tools
CRM here, illustrations there, marketing somewhere else. Nothing connects.
Manual Everything
Copy-paste data, manual follow-ups, spreadsheet gymnastics.
Limited Scale
Your practice growth is capped by hours in the day.
Agent366 solves this. One platform. Intelligent modules. Built for growth.
Intelligence Layer Across Every Module
Not just automation. Agent366 uses AI to understand context, suggest actions, and learn from your practice patterns.
Smart Import
Automatically extract and normalize data from carrier PDFs. No manual entry.
Predictive Insights
AI suggests optimal illustration comparisons and scenario adjustments.
Natural Language
Ask questions about policies in plain English, Portuguese, or Spanish.
Compliance Guard
AI ensures education vs. official data separation, always.
Built-in Intelligence Across Your Entire Practice
Agent366 AI powers every module of the platform — from client analysis to lead follow-up — helping financial agents work faster, smarter, and with better insights.
Smart Client Insights
AI analyzes illustrations, client scenarios, and proposal data to surface insights that help agents make better recommendations.
Intelligent Automation
Automate follow-ups, reminders, and lead nurturing using AI-powered workflows connected to your CRM pipelines.
Financial Context Awareness
Agent366 AI understands financial scenarios like IUL illustrations, retirement projections, and client structures.
Practice Intelligence
AI learns patterns from your practice and helps optimize decisions, proposals, and growth strategies.