The Agentic Insurance Advisor Built for Execution

Stop wasting hours on case prep.

MoveWealth modernizes writing, underwriting, and case design with AI. Giving you clean, compliant submissions in minutes, not hours.

Think of MoveWealth like your AI case strategist, not just a Q&A bot.

  1. Upload Client Docs

  2. MoveWealth analyzes risk and recommends carriers

  3. Instantly generate underwriting summaries and cover letters

What MoveWealth Can Do For You

Smart Summary View

  • Use it for: Instantly understanding a case

  • Prompt example: “Summarize the medical history and financial goals in this case.”

  • Benefit: High-level clarity in seconds — no need to read 60+ pages.

Compliance and Suitability Assistant

  • Use it for: Drafting justifications and flagging compliance risks

  • Prompt example: “Why is a variable annuity suitable for this client’s profile?”

  • Benefit: Catch suitability gaps and generate rationale-ready language for reviewers.

Annuity Case Support

  • Use it for: Evaluating annuity transfers, replacements, or hybrid LTC suitability

  • Prompt example: “Compare fees and liquidity between this annuity and the client’s current plan.”

  • Benefit: Simplify documentation and protect against replacement violations.

Template and Document Generator

  • Use it for: Drafting cover letters, memos, or client summaries

  • Prompt example: “Write a cover letter for a 57-year-old male with CAD and diabetes, $3M UL.”

  • Benefit: Professional, editable drafts in seconds — no copy-paste from old Word docs.

Get Started with MoveWealth

Transform your workflow. Accelerate deals. Serve clients better.

Try MoveWealth free — and submit your next case in half the time.