AI-powered intelligence for annuities
IP is a purpose-built service intelligence platform that integrates with your systems, understands context, and predicts what comes next.
What is IP?
IP sits on top of your policy data, giving service professionals instant, accurate, and compliant answers.
Everyone has AI. Only IP has intelligence.
IP drives accuracy, speed, and efficiency across the service desk. It’s more than just faster answers, IP proactively identifies risks, opportunities, and next steps, so service teams can deliver smarter guidance and a better advisor experience.
What is IP solving for?
The challenge today
Servicing existing annuity policies is becoming harder and more costly:
- Fragmented data across multiple systems
- Long call times and escalations that frustrate advisors
- Limited ability to anticipate retention risks during servicing conversations
- High training costs for new service reps
Meanwhile, annuities represent one of the largest untapped growth and retention opportunities in wealth and insurance—yet complexity and service friction limit adoption and trust.
The IP solution
Simplifying service. Building trust.
With IP, carriers can transform the service desk into a growth and retention engine:
- Instant clarity – unified, real-time access to policy data, riders, and benefits
- Proactive intelligence – AI surfaces “if this, then that” signals (expiring surrender charges, rider activations, retention risks)
- Compliant answers, every time – built-in guardrails and citations ensure accuracy
- Scalable efficiency – faster call resolution, fewer errors, and shorter training cycles for service reps
- Advisor confidence – service teams anticipate needs, resolve questions quickly, and strengthen relationships
Business impact
Lower cost-to-serve
Minutes saved per call scale to millions in savings
Faster onboarding
New reps get up to speed quickly with AI guidance
Improved retention
Early signals help carriers keep assets in-house
Stronger relationships
Advisors trust the carrier’s ability to deliver clarity and confidence at every interaction
Making annuities easier to own and service
Using AI to reduce friction and improve outcomes in annuity servicing.
In this video you’ll learn about:
- Why annuity servicing is broken—and how AI can fix it
- How predictive tools help insurance firms staff smarter and respond faster
- What makes TIFIN’s solution different: AI + deep domain expertise
How IP works
Connect to policy data
IP integrates securely with your policy and servicing systems, creating a single source of truth with real-time visibility.
AI-powered insights
Unlike basic retrieval models, IP is trained on your annuity policies. Its conversational AI interprets complex rules and riders to deliver accurate, compliant answers.
Proactive intelligence
IP goes beyond basic lookups, delivering real-time answers to scenario-based “what if” questions and proactively flagging next best actions.
Seamless delivery
Insights appear directly in the service workflow or CRM, and each interaction ends with an automatic summary, capturing context and next steps, so future calls never start from scratch.