Annuities Genius CRM launch kit (test task) · Head of Growth · Anton Patrai · October 2026

CRM launch kit: a launch email, a social post, a webinar agenda, plus a note to IMO desks.

IMO desks are the agency teams that design cases for agents.

How this was made

The rules, the checker and the record of this run: github.com/patraianton/ag-growth-rules

Important: everything here was built from public sources only. It contains no confidential information. The repository will be deleted after 24 hours.

I went through AG's public record: all 93 help-center articles and 166 site pages. I searched the 103 videos and the Shorts on AG's channel by their captions. I also went through 65 pricing-page snapshots since 2019 and 54 posts by AG, its founder and its CTO: crm-audit.html
I read 3,803 public records about GoHighLevel, a CRM sold to insurance agents under other brand names. I sorted 1,927 complaints by product area. The counts are close, not exact, because two research passes read the same review sites: ghl-complaints.html
The annuity-agent portrait comes from 155 Reddit threads, about 60 insurance-forum threads, 769 Indeed reviews and 98 IMO sites (numbers.json). AG's voice comes from its own launches: voice.md
AI agents I run did the research and wrote it, September 30 to October 2. Six simulated readers from one AI model family reviewed an earlier text in four rounds, the night of September 30. The text changed after that. The checker (step 5) is what checked this version, and no annuity agent has read it: misses.md
The checker gave 189 findings on the October 1 version of this kit and none on this one: run report
An agent on another AI model family (OpenAI's) tried to overturn the nine product facts. Six held, and one could not be checked from public pages. Two were overturned and narrowed to what their source shows: facts.md

1 · Launch email

Case Design desks get section 4 instead. Agents on an agency's account get this email without the pricing bullet.

From: Annuities Genius TeamSubject: New in Annuities Genius: email, calls, texts and meetings, all on the casePreview: Stop rebuilding the story before every callback. Live demo Wednesday.

Hi [First name],

You know the moment. The case is solved, the report looks great, you hit "Open in mail"¹ - and from there the conversation happens somewhere else. Your inbox, your phone, a calendar invite, a text. Three weeks later you're rebuilding the story before you call back.

So we fixed it. Meet Client Conversations: starting [date], your Annuities Genius CRM keeps the whole conversation on the case.²

Email from the case. Send the report and the follow-up without leaving Annuities Genius. Every email you send is saved on the case.
Calls, texts, meetings. Call from your computer. Text any client from your own number.³ Send your booking link. Each call, text and meeting is saved on the case.
Follow-ups that don't slip. GrantAI drafts each follow-up from the illustration you sent (the annuity's projected values) and your call notes. The draft waits on the case for you to edit, send, or skip.
One Client Profile (the client's page), one timeline. Your timeline shows the reports, the illustrations and the E-App (the electronic application sent to the insurance company). Now it also shows every email, every call, every text next to them, with dates.
Agents on an IMO's Enterprise account only⁴
The whole story goes to Case Design, the IMO desk that designs your cases.⁵ Click Request Case Design and pick the emails and call notes that go with it. [IMO name]'s desk designs the case around what the client actually asked. Nothing changes in the tools [IMO name] gives you.

Getting started. Every client you've quoted in Annuities Genius is already here.

Connect your email once. That switches on email and meetings.
Pick a local number to call from. Or bring your office line over.⁶
Texting switches on once your number clears the registration every US business texting number needs.

Already use Redtail or Wealthbox as your CRM? Keep them for your book of clients⁸. Bring any contact in with one click.

You stay in control:

Nothing goes to a client without your click: GrantAI drafts, you decide.
Email and meetings come with every plan. Calls and texts: N minutes and N texts a month included, then $X a minute and $Y a text.

Where to find it: open any client → Case → Client Conversations.

See one client go from first call to signed application, live: Wednesday, [date], at 11 AM PT (2 PM ET). Bring your questions on texting rules and your data. The live Q&A is for them.

Save My Seat

Questions? Give us a call at 949-600-7707.

Best,
Annuities Genius Team

Side notes: why it reads this way

¹The email opens on AG's own "Open in mail" momentThat's where the GrantAI 2.0 demo hands off to the inbox. Current users know that moment.

²No competitor is namedThe email sells the one thing no outside tool can have: the quote and the case are already here.

³Texting before this launchUntil now, texting was for website leads only: people who left their contact details on a website.

⁴Two versions of the emailSolo agents get it without the Case Design bullet. That bullet goes only to agents on an IMO's Enterprise account. Their email goes out after their IMO gets the note in section 4.

⁵Case Design: the agent sends, the desk does not watchRequest Case Design already exists in AG. New: the agent picks which emails and call notes go with the request. The desk sees only what the agent sent.

⁶What setup really takesCalling starts on a new local number: how long it takes to move an existing one is still to confirm. Texting waits for the one-time registration (A2P 10DLC). Twilio, a texting provider, says the review takes up to 5 business days for each campaign.

⁷Replies from GmailBringing Gmail replies back into the case needs Google's yearly security assessment, which takes several weeks.

⁸Agents keep Redtail and WealthboxToday's one-click import is one-way, so "keep them" is what the product can honestly support. Whether conversation history can go back to Redtail is answered live at 0:04. The email does not promise it.

2 · Social post (LinkedIn, mirrored to Facebook)

Annuities Genius2,721 followers · 1d · 🌐

Quote in one app. Email in another. Texts on your phone. Call notes... somewhere. 😅 So, we fixed it.

New in Annuities Genius: Client Conversations 📨 Email, call, text and book a meeting, right from the client's case. ✉️ Every email, every call, every text saved on the case 🤖 GrantAI drafts the follow-up. You approve. It's the same case you already quote in. Now the email, the call, and the text sit on it too. No sticky notes. No lost follow-ups. Just a faster path from first call to signed application. Live demo Wednesday, [date], 11 AM PT. Link in the first comment 👇 Where do your follow-ups live today?

#Annuities #InsuranceAgents #FinancialAdvisors #InsurTech #AnnuitiesGenius

Margaret · TX · IRA rollover

New lead (left contact details)
Quote
Report emailed
Call
E-App sent

▶ screen recording of one client's timeline

👍 ❤️ 💡LikeCommentRepost

The form comes from AG's own postsIt uses the "New in Annuities Genius:" opener from September 29, emoji bullets, "No … No … Just …" and a closing question. The pain comes in the first two lines. Margaret is an invented client.

3 · Webinar agenda (registration page)

Live Masterclass

Live demo: one client, from first call to signed application, without leaving Annuities Genius

Wednesday, [date] · 11 AM PT / 1 PM CT / 2 PM ET · 30 minutes · Live, no slides, no fluff

Save My Seat

Can't make it live? Register anyway to get the recording.

Meet your hosts: Danny (Head of Sales) and Oleg Shovkun (CTO).

Bring your toughest case: age, state, amount, goal, no names. We'll build it live from the chat, on the clock. Build yours and next month is on us.

Everyone is welcome. You don't need to be an Annuities Genius customer.

What you'll get

✓ The "first three cases in Client Conversations" checklist

✓ A ready-to-use follow-up plan for the first month, from first call to signed application

0:00Welcome & poll: where do your follow-ups live today?
0:02David Novak: why the conversation belongs on the case (optional)
0:04"I already have a CRM": what stays in Redtail or Wealthbox and what lives on the case. Also: what it costs, the number clients see, calls from your cell
0:07LIVE: your case arrives as a new lead (left contact details) → first call → quote → report emailed from the case
0:14GrantAI drafts the follow-up email and a text reminder. You edit, send, or skip.
0:17Meeting booked → notes on the case → E-App (the electronic application) prefilled in FireLight, the e-application system. Prefill works where your IMO has FireLight switched on.
0:20Working with your IMO's Case Design desk: Request Case Design with the conversation attached
0:22Plans, free trials, attendee offer, next Wednesday's masterclass
0:23Live Q&A: texting rules, your data and what happens if you leave, and your questions

On [date], IMO admins and Case Design desks get a separate walkthrough of what the desk sees. [Book a time]

4 · Note for IMO admins and Case Design desks (the agency's managers and its case designers)

Goes out a week before the agents' email. Agents on an IMO's account get section 1 after their IMO gets this note.

To: IMO admins and Case Design desks on Enterprise accountsSubject: New for your Case Design desk: what the client said, sent with the design request

Hi [First name],

You're hearing this a week before your agents do. From [date], agents on Annuities Genius can email clients, call them and book meetings from the client's case. Texting from the agent's own number switches on as each number clears the US registration for business texting.

What it means for your desk:

A Case Design request can now arrive with the client's emails, call notes, and questions attached. Your desk sees what the client asked next to the numbers.
Designed cases that stall after the illustration (the projected values sent to the client) are sales your agency never sees. Now the follow-up sits on the case and the Team Activity dashboard shows which designed cases got one.
Nothing changes in the tools you give your agents today. You decide whether calling and texting are switched on for your agency's account, and who pays for them.

For your compliance team: we'd like to walk through texting consent, clients stopping texts, call recording and message retention. We'd like to do it with you before your agents' email goes out. Your firm's policies still apply.

Your agents' launch email goes out on [date]. Want it to come from you? We'll send it co-signed by [IMO name], or give you the copy to send under your own name. Or book a walkthrough for your desk: [Book a time]

Best,
Annuities Genius Team

To confirm with the team

Everything marked in the pieces above (a dotted underline on the page, square brackets in the markdown), in one place.

Product

The feature name Client Conversations: my proposal for the first release. Where it sits in the app is my proposal too: open any client → Case → Client Conversations.
Do client replies come back to the case? That needs a sync with the agent's inbox. For Gmail, it also needs Google's yearly security assessment (several weeks).
Direct email send from GrantAI was announced on the February 13, 2026 webinar. It is not visible in later demos or the help center. If it shipped, the email's "Open in mail" opening changes.
Request Case Design: the agent chooses the emails and call notes to send with the request.
Reminders were seen in a partner's May 2025 video. Do they still exist, and can GrantAI's follow-ups become them?
Team Activity shows which designed cases got a follow-up.
Agency-level switch: the IMO decides whether calling and texting are on for its account, and who pays.

Setup and money

Bringing an existing office line over (porting): how long it takes is to confirm. The email promises no date.
Calling: AG has no phone system today. Calling at launch is the biggest piece of work in this kit.
Texting from each agent's own number: today every text goes out from one shared number, (225) 535-4832.
Pricing, my proposal and not AG's price list: email and meetings in every plan. Calls and texts with N minutes and N texts included, then per minute and per text. Every plan, or only AG's Prime+ plan and the plans above it?
The webinar offer for a case built live, and the attendee offer at 0:22.

Promises AG would be making: questions for AG's compliance owner and founder

Data use: can AG tell agents that their clients and conversations stay out of marketing and lead generation? Can it say they are not sold and not shared with insurance companies (carriers) or other agencies?
Texting: how does the product record a client's yes? How do existing clients give it? What happens when a client asks to stop getting texts?
Recording calls: off by default for the agent, or set by the agency?
Texting number: is it registered in each agent's name, and does AG file it?
Retention: how long is each message kept, and can it be exported for audits?
Leaving: what goes with an agent who leaves, and who owns the book of clients?
The agents' launch email can go out co-signed by the IMO, or be handed to the IMO to send.
Support: does a person answer 949-600-7707?

People

David Novak's two-minute slot at the webinar (optional).

Sources: AG's public record (audit) and public complaints about another CRM (complaint study). The facts table and the run report: facts.md, run report. CRM threads on r/InsuranceAgent and insurance-forums.com, 2023–2026. Wealthbox and Redtail pricing pages and help articles. Twilio's docs on A2P 10DLC, the registration for business texting numbers. Google's OAuth verification policy, its review of apps that read Gmail. The FCC's 2025 rules under the TCPA, the US law on calls and texts. Record-keeping rules (books and records) from FINRA, the US broker regulator.

Anton Patrai