Intelligent questionnaire,
calculated recommendations.
Replace the static PDF with an assistant that calculates 3 IUL packages (Conservative, Balanced, Maximized) from your client's answers — before touching the carrier's e-App.
questionnaire sections
smart questions
recommended packages
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min for a proposal
· What it does
Three things that change advice.
Leave the static PDF behind. Your clients feel the calculation, you feel the time saved.
Conversational questionnaire
70+ questions that feel like a chat, not a form.
Auto-save + health dot
Engine that calculates, not guesses
DIME · 10× · 20× · active triggers · human review.
Live calculation
Report + e-App ready
3-page PDF + JSON/CSV mapped to the carrier's e-App.
Ready to present
· How it works
From blank page to signed proposal, in 4 steps.
01
Create the client
Just name, last name, and contact. The rest goes in the questionnaire.
02
Fill the questionnaire
14 guided sections, one screen at a time. The engine calculates live.
03
Review the recommendation
3 packages with DIME breakdown, active triggers, and health indicator.
04
Download PDF or export to e-App
Ready to present to the client or send to the carrier.
· The promise
Built for agents
who actually advise.
If you're still doing calculations in Excel and sending blank PDFs, this platform is for you. The engine puts real numbers in front of your client, in seconds.
· Pricing
Start free. No credit card.
Upgrade when you need to. No long contracts, no weird clauses.
Starter
To try the platform and meet the engine.
- Up to 3 active clients
- Full questionnaire (14 sections)
- Calculated recommendation
- Basic PDF report
Pro
For agents already advising several clients per month.
- Unlimited clients
- Everything in Starter
- Export to e-App (JSON + CSV)
- Priority support
- Custom branding
Team
For offices with multiple agents and an audit trail.
- Everything in Pro
- Up to 10 agents
- Roles + premium grants
- Audit log
- 1-on-1 onboarding