What the Annuities Genius CRM does today, from public sources.
Before writing a launch for new CRM functionality, I checked what the CRM does today, from public sources only, so the launch calls new only what is new.
Coverage
What was opened, by source type.
| Source type | What was opened | List |
|---|---|---|
| Help center | All 93 live articles. Article numbers 1 to 320 were probed; 93 are live. 40+ screenshots read. | help-center-articles.md |
| YouTube channel | 103 videos and 38 Shorts; captions pulled for 133 of them; 29 read in full, the rest searched by keyword. 11 partner and third-party videos. | youtube-videos.md |
| Website | 166 pages from the sitemap and about 15 outside it. web.archive.org: 53 snapshots of /how-it-works, 81 of the home page, 65 of /pricing, 2019 to 2026. | site-pages.md |
| 54 posts and articles by the company, David Novak and Oleg Shovkun. | linkedin-posts.md | |
| Webinars, podcast, press | 33 webinar transcripts, February 2025 to September 2026; one podcast; two press releases. | — |
| Partners and IMOs | Partner and IMO videos and pages; Wealthbox, Redtail and Orion integration pages. | — |
| Public forums | Reddit and insurance-forums threads, read for context. None is quoted on this page. | — |
Not opened: anything behind the login; Facebook and X posts; videos embedded in a few help articles.
The six CRM parts
Each finding carries a label.
CONFIRMED shown by a company document, help article, screenshot or video (theirs or a partner's) CLAIMED marketing copy, or a spoken statement not shown on screen ABSENT searched where it would be, not found NOT VISIBLE FROM OUTSIDE needs the product itself
| Component | Confirmed today | Claimed only | Not found | Confidence and why |
|---|---|---|---|---|
| Emails |
|
|
|
High for "no mailbox sync and no email log": 93 articles, 101 videos, 40 blog posts. Medium for direct send: one spoken statement against three later demos that show "Open in Mail". |
| Phone calls |
|
An older landing page: "Virtual Meetings — The only annuity software ... that allows you to sell annuities virtually". |
|
High: no 2025-26 video or article shows calls from the product. The 2020 statement is older and carries less weight. What happened to the voice recorder after 2023: NOT VISIBLE FROM OUTSIDE |
| Messages |
|
|
|
Medium. Sources differ: the help center says "Agents cannot initiate chats ... Chat is prospect-initiated only", while the video shows the agent writing first. They fit together as a chat with one lead who has a confirmed phone, delivered as SMS from one shared number. Manually created clients are not shown. |
| Meetings |
|
"With our integrated calendar system, they can book a meeting directly on your calendar in a few clicks" (blog, Aug 21, 2025). It appears to describe the Calendly button on the website. | An own calendar, availability, booking inside AG, Google or Outlook sync, Zoom link creation. "Calendar" appears in two unrelated help articles. | High. |
| Quotes |
|
Pricing row "Client-Facing Quotes" (2023 to 2025). | Sending a quote or proposal to the client from AG (link, signature). The agent downloads the PDF and sends it. "Proposal letter" is a text prompt only. | High. |
| E-Apps |
|
Agencies page: "Send applications to carriers directly from the software ... Connection with CRM". | Carrier status after submission: "For submission inquiries, kindly reach out to your organization representative or the carrier for status updates" (help 32). Whether the application status shows on the client profile: NOT VISIBLE FROM OUTSIDE | High for what is listed. |
Also found
Items outside the six components that bear on the launch.
| Finding | Quote | Source and date | Label |
|---|---|---|---|
| Tasks with repeat | "Any upcoming tasks that I have, I can create a little subject for... add this task due next week. Uh, repeat every week" | Partner video, 28:17, May 22, 2025. Not seen in the 2026 help articles or webinars. | CONFIRMED in 2025 2026 state: NOT VISIBLE FROM OUTSIDE |
| Dated activity timeline on the client profile | "if I go into my client Max Crosby and I click on details, you'll see here that I've looked at top income writers for my client. 7 months ago, I ran the annuity navigator" "it has a reports timeline, it's basically going to save everything" |
Partner video, 29:06, May 22, 2025. AG video, 27:50, Oct 1, 2025. | CONFIRMED |
| Upload of call and meeting recordings and transcripts | "Upload PDFs, documents, audio recordings, or transcripts containing client or case information" | Help 129, Aug 20, 2026. | CONFIRMED |
| In-app voice recorder, 2020 to 2023 | "In-app voice recorder — Record your conversations with ease" | Home page snapshot, January 2022; gone from the home page by March 2023. Dictaphone in a 2020 video: "an audio recording which you can download" (50:09, Aug 25, 2020). | CONFIRMED historically Today: NOT VISIBLE FROM OUTSIDE |
| "Open in Mail" versus direct send | "we just added that last week where it'll actually email it to the client if you're okay with it" (Feb 13, 2026) "I click open in mail button" (Mar 13, 2026) "Opens up in my favorite email client" (Jul 23, 2026) |
Vf08MHSgX9w 21:47; ggDptdUPVHA 13:32; V9OQE47mm9w 28:49; help 114 screenshot, May 13, 2026. | CLAIMED direct send CONFIRMED "Open in Mail" |
| No CSV import | "We couldn't import from a CSV file to the Genius. We can export... you can plug that into go high level. So, no importing from a CSV file, but you can export" | Webinar, 4:26, Sep 24, 2025. An "Export" button sits next to client search (format: NOT VISIBLE FROM OUTSIDE). | CLAIMED (host's statement) |
| CRM rows in pricing over time | "Client Communication | Genius CRM Yes/Yes/Yes | Sales Presentations Yes/Yes/Yes | Text clients in-platform No/Yes/Yes" | Archived /pricing: 14 snapshots, Feb 2, 2023 to Jan 20, 2025; the table is gone from Feb 8, 2025. "Client Management" appears in Starter from Nov 6, 2025 to Jun 17, 2026 (archive) and is not on the live page. | CONFIRMED |
| AI connection (MCP), since Sep 22, 2026 | "Annuities Genius does not currently offer public API access. ... MCP is not public API access" "Running a quote or an illustration spends your credits, at the same rate as doing it in the app. Looking up your own data is free" |
Help 136, Sep 23, 2026; blog, Sep 22, 2026. A complete list of exposed tools is not published: NOT VISIBLE FROM OUTSIDE (Settings, Connected AI Apps). | CONFIRMED |
What this changed in the launch kit
Corrections made to the test-task kit because of this check.
- Texting is positioned as "now for every client, from your own number", since website-lead chat has existed since 2023 (the how-it-works block, the 2023-2025 pricing row, the Oct 27, 2025 video).
- Reminders are described as "the follow-up plan becomes dated reminders on the case, each drafted by GrantAI", and the to-confirm list asks whether repeating tasks still exist in the current interface.
- Timeline is described as extended, not new: dated activity, the E-App and uploaded transcripts are already on the case. The addition is emails, calls and texts next to them.
- Email: the "Open in mail" opening is kept, and the to-confirm list carries the one open question: whether direct send from GrantAI shipped after the Feb 13, 2026 statement.
- Calls: "calling on day one" is marked as the heaviest build in the kit, since AG has no telephony today, and the to-confirm list notes the 2020-2023 voice recorder next to call recording.
- Text registration: the dotted mark stays, and the to-confirm list now says that every text goes out from one shared number today, so a number per agent means a provider and a registration for each, not a one-time form.
- Pricing is left as a question: "every plan, or from Prime+?", since in-platform texting sat on Scale and Growth only in 2023-2025, the website and Calendly on Prime+ and Pro, and Client Management left Starter in June 2026.
- "Since 2019", not 2023. The press release of Oct 9, 2019 says "offers a back-end CRM and web site platform"; the May 18, 2020 pricing page says "Genius CRM — Store and manage all your contacts in one place"; help (Sep 21, 2026) says "Use the Dashboard to access your CRM".
- Integrations: "Wealthbox lists AG in its catalog; Redtail has a support article" (Oct 23, 2023). The Orion integrations catalog did not list AG on Oct 1, 2026.
- Import: "one-click import from GoHighLevel" became "one CSV import (today AG has none)". AG imports from Redtail, Wealthbox, PDF and pasted text.
Left unchanged because they match: the placement next to "Website Messages"; quotes and reports already saved to the profile; contact import from Redtail and Wealthbox; E-App prefill where the IMO has FireLight on; the 14-day trial. "Request Case Design with the conversation attached" stays, since today a request carries notes and files up to 10 MB and no conversation.
What only the product itself can answer
- Can an agent text a client created by hand, and what does "Website Messages" look like today?
- Do tasks with repeat still exist in the 2026 interface?
- Is there a direct-send email button in GrantAI (the Feb 13, 2026 statement)?
- Do the Status "Lead", Source and Purpose fields still exist on the client profile?
- What format and fields does the "Export" button on the client list produce?
- Which tools does the AI connection expose (Settings, Connected AI Apps)?
- Does the voice recorder still exist?
- Is the E-App status visible on the client profile?
- What does the Case Design queue look like from the Case Design team's side, in the "All Team" view?
- What share of agents use the CRM?
- Does AG write back to Wealthbox?
Happy to check these on a demo account.
Method. Done on October 1, 2026 by a crew of research agents run by Anton Patrai: six lanes (help center, YouTube, site and archive, integrations, executives and social, third-party voices), one merge. Each claim gives its source and date, most as a direct link; the full lists are in the sources files linked under Coverage.