ATHENE · RATE-LOCKDone overnight
Andi locked 4.85% on the Whitmore $2.1M MYGA before Athene's 3pm cap cut.
4.85%locked4.50%today's cap
AI chief of staff · annuity distribution
Open less. Close more.
Andi works the desk overnight. You wake to at most three decisions. Resolve them, and your day is closed.
The problem
The job kept growing. The selling kept shrinking.
More tools meant more to open, not less to do. CLOSE flips it: the work happens overnight, and the morning arrives finished.
07:12
The morning starts loud
Rate alerts, cap changes, suitability flags, cases going stale. Forty notifications before the first call, and no signal in the noise.
11:40
The dashboard isn't the job
Reps were hired to place premium and keep advisors close, not to babysit eleven tabs and reconcile carrier feeds by hand.
18:30
The day never closes
There's always one more thing open. Without a clear finish line, good reps burn out and small windows quietly slip past.
How it works
Open less. Close more.
01
01 · OVERNIGHT
Andi works overnight
While the desk sleeps, Andi watches carrier feeds, rate caps, cases and cadence, and acts inside the limits you set.
02
02 · MORNING
You wake to the Daily Three
At most three decisions, each with the receipt of exactly what Andi did and why. Done overnight, or one tap from you.
03
03 · DONE
Resolve them. Day closed.
Keep, reverse, or edit. The ring seals, the app goes quiet, and your streak ticks up. Nothing else needs you today.
A morning with CLOSE
Three decisions. Then your day is closed.
Here is the whole loop. Scroll through a real morning: each decision Andi prepared overnight, what you do with it, and the ring sealing as you go.
SUITABILITY · REVIEWNeeds you
Two FIA applications need a suitability second look before they leave the desk.
2 casesflagged, both reversible
CADENCE · NUDGEDraft ready
Three advisors went quiet for 30+ days. Andi drafted a check-in to each, in your voice.
3 draftsnothing sends without your sign-off
Day closed.All three resolved. Nothing else needs you today.
The Rep App
Everything that needs you, in one calm screen.
No inbox to clear, no dashboard to read. Your money, your progress, and at most three decisions, then quiet.
The Ring
Three arcs, one per decision. It fills as you resolve, your whole day at a glance.
Decision cards
Each card carries the receipt: what Andi did, the rate it locked, the case it saved. Keep, reverse, or edit.
Money In
Your override, live and rolling. Today, week, MTD, YTD. Always tabular, never guessed.
Ask Andi
Grounded on today's book. Ask in plain language; if Andi isn't sure, it says so instead of guessing.
The Command Center
For RevOps: one console for the whole desk.
Set how much Andi does on its own, watch trust climb, and see, at a glance, whether Andi is healthy and earning more autonomy.
AndiAutonomy · voice · guardrails
ConnectorsCarrier feeds · CRM · messaging
AuditEvery action, immutable
Trust & control
Autonomy you can actually grant.
Andi doesn't ask for blind trust. It earns more by showing its work, and never crosses the lines you draw.
Autonomy you set
L0 to L3: suggest, draft, execute-and-ratify, or full execute. Move the line only as fast as trust earns it.
Hard guardrails
Caps Andi will never cross: max premium, allowed carriers, Do-Not-Disturb advisors. Enforced, always.
Immutable audit
Every action, Andi's and humans', in one log. Time, actor, object, outcome. This is what makes autonomy safe to grant.
Grounded in truth
Cards are built only on live carrier and CRM feeds. A degraded feed is flagged, not guessed around.
Of everything Andi did overnight
reps kept 312, edited 14, reversed only 6.
Outcomes
What a closed desk looks like.
$0.0M▲12%
Premium influenced
30d · through Andi-touched cases
0▲9%
Cards resolved
7d · across the desk
0%▲3pts
Trust trend
14-day ratify rate
0%
Desk closed
reps who sealed yesterday
Illustrative figures. Live team metrics replace these as the desk ramps up.
Give your reps their mornings back.
The Daily Three, the Command Center, and the guardrails that keep it safe. See it on your own book.
Built for The Pinnacle Group · annuity distribution