HEDGENESS AI in Insurance & Asset Management Distribution HEDGENESS.COM Latest Insights AI in Insurance & Asset Management Distribution Our latest whitepaper explores practical applications of AI across distribution for insurance carriers and asset managers. Read the Whitepaper
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AI-Powered Sales, Marketing & Distribution

AI-Powered Distribution Software for Insurance Carriers and Asset Managers

Hedgeness helps insurance carriers and asset managers turn complex financial products into clearer advisor experiences, stronger engagement, and more connected sales and marketing workflows.

From AI-powered meeting preparation and product positioning to illustrations, digital calculators, CRM-connected follow-up, and distribution intelligence, Hedgeness gives teams practical tools to communicate product value, engage advisors, and act on opportunities with greater context.

Explore Carrier Solutions Explore Asset Manager Solutions
Built for
Financial Distribution
Annuities
Life Insurance
Investment Products
Insurance Carriers Annuities  •  Life Insurance
→
Asset Managers Investment Products
→
One Platform. More Opportunities.
HEDGENESS
Home
Advisors
Products
Opportunities
Follow-Ups
Analytics
Reports
Distribution Intelligence Connected activity across your distribution workflow
Advisor Activity Relationship context
Illustrations Product activity
Follow-Ups Advisor engagement
Opportunities Distribution signals
Distribution Activity
Recent Activity
↗
Illustration activity New product interaction
→
Follow-up prepared Advisor engagement
✓
Meeting context ready Wholesaler preparation
AI Agents Prepare. Personalize. Engage.
Digital Experiences Illustrations, calculators and more.
Distribution Intelligence Turn activity into opportunities.
From Possibilities to Progress
People + Products + A More Connected Tomorrow
Trust & Industry Relationships

Partnering With Financial Institutions Focused on Better Distribution

For 10 years, Hedgeness has worked with financial institutions to help their marketing, sales enablement, and sales teams position, market, and support financial products through more effective digital and AI-powered workflows.

American Equity
RetireOne
Pacific Life
Eagle Life Insurance Company
Jackson
Trusted Partners. Brighter Possibilities.
Connected Financial Distribution

Turn Disconnected
Distribution Activities
Into Workflows Teams
Can Act On

Advisor or agent relationships and product positioning become hard when advisor context, product tools, illustration activity, portfolio proposals, follow-up, and sales data live in separate places.

Hedgeness brings those moments closer together.

Our software helps wholesalers and distribution teams prepare for advisor conversations, explain product value through interactive marketing tools, connect important activity with CRM workflows, support timely follow-up, and capture insights from digital engagement.

The result is not simply another AI tool or calculator. It is a more connected way to support the people responsible for bringing financial products to advisor or agent distributors.

Disconnected Activities Multiple tools. Fragmented data.
Missed opportunities.
Advisor Information
Product Tools
Illustration Activity
Portfolio Proposals
Follow-Up
Sales Data
H
HEDGENESS
One Platform. More Opportunities.
Connected Workflows Unified insights. Stronger engagement.
Greater results.
Richer Advisor Context
Interactive Marketing Tools
CRM Connected Workflows
Timely Follow-Ups
Actionable Insights
More Opportunities

Prepare With Context

Bring relevant engagement, relationship, activity, product, and follow-up information into the conversation before the meeting begins.

Position Products Clearly

Use illustrations, calculators, and guided marketing digital experiences to make complex product concepts easier to explain.

Turn Activity Into Action

Connect engagement data, case information, CRM workflows, follow-up, and analytics so distribution teams can respond more consistently.

For Insurance Carriers

Annuity and Life Insurance
Distribution Tools Built
Around the Sales Journey

Hedgeness helps carrier distribution teams support wholesalers, advisors, and agents across the moments that shape a product conversation - from meeting preparation and product positioning to illustration activity, follow-up, and sales intelligence.

Instead of treating each interaction as a separate digital experience, Hedgeness solutions are designed around the workflows carriers already use to market and distribute complex insurance products.

Empower
Your Distribution.
HEDGENESS
Home
Advisors
Products
Opportunities
Illustrations
Follow-Up
Analytics
Reports
Distributor Enablement
From preparation to performance.
Activity
Engagement
Opportunities
1,248 Advisor Touchpoints +24%
892 Illustrations +32%
312 New Opportunities +18%
More Opportunities Stronger Relationships
People + Products + A More Connected Tomorrow
Core Carrier Solutions

A Complete Set of Tools to Support Your Distribution Strategy

Built for your products.
Designed for your distribution teams.
AI Platform

Agentic AI for
Annuity Distribution

Bring AI Meeting Prep and AI Illustration Conversion together through ANN-E, a modular AI platform built for annuity distribution. Specialized AI agents work with carrier systems, data, and content to help wholesalers prepare for conversations, turn illustration activity into actionable insights, and improve follow-up.

Explore AI Platform →
ANN-E Your AI
Distribution Assistant
✓
Prepare AI meeting prep
Personalize Relevant insights
✦
Engage Advisor-ready content
Convert Turn activity into action
Connect CRM integration
Drive Results More opportunities

IllustrateNow™

Annuity Illustration Software

IllustrateNow™ supports illustrations across a broad range of annuity products, connects illustration data to application, order-entry, and compliance workflows through APIs, and is designed around applicable NAIC standards and industry-standard data security practices. Beyond traditional illustration software, it also connects completed illustration activity with alternative scenarios, CRM data, case summaries, advisor follow-up, and analytics.

Explore IllustrateNow™ →

Custom Calculators

Carrier-Branded Digital Experiences

Build carrier-branded calculators around specific products, strategies, audiences, and distribution needs. Hedgeness translates complex annuity and life insurance concepts into guided digital experiences that support product positioning, education, advisor engagement, and sales enablement across websites, microsites, and wholesaler platforms.

Explore Custom Calculators →

Ready-to-Launch
Calculators

Prebuilt Retirement & Annuity Tools

Launch useful retirement and annuity planning experiences without starting every project from scratch. Ready-to-Launch Calculators give carriers a prebuilt foundation that can be configured with carrier branding, embedded into existing digital environments, and used to support advisor conversations, lead generation, and engagement insights.

Explore Ready-to-Launch Calculators →
The Connected Carrier Distribution Journey

From Preparation to Performance

A unified flow that helps your teams do more at every stage of the sales journey.
Prepare Bring context
and insights.
Position / Calculate Make your products
easy to understand.
Illustrate Create and share
compelling illustrations.

Connected
Distribution Experience

Advisor Context
Product Story
Distribution Intelligence
CRM Connect activity
with your workflows.
Follow-Up Keep the conversation
going.
Analytics Measure engagement
and drive results.
Carrier Product Coverage

Support for Your Full Annuity and Life Insurance Portfolio

Configurable tools across
key product categories.
VA Variable Annuities
FIA Fixed Indexed Annuities
RILA Registered Index-Linked Annuities
Fixed Annuities Traditional Fixed
MYGAs Multi-Year Guarantee Annuities
Immediate Annuities Lifetime Income
For Asset Managers

Strengthen Product Distribution With Better Context and Better Tools

Effective advisor engagement depends on more than simply having product information available.

Wholesalers need to understand the advisor relationship, know what has already been discussed, identify relevant products or strategies, and move the next conversation forward without spending unnecessary time searching through systems.

Hedgeness brings AI-powered meeting preparation and interactive financial tools into that distribution workflow. Wholesalers can use these tools during advisor meetings, while financial calculators can also be made available directly to advisors for use with their clients.

Empower
Advisor Conversations
HEDGENESS
Home
Products
Advisors
Distribution
Analytics
Resources
Advisor Engagement Smarter conversations. Stronger outcomes.
+32%
1,248 Advisors Engaged
892 Meetings Supported
312 Opportunities Advanced
Know
Your Advisors Deeper relationships
Relevant
Products Right recommendations
Move Forward Turn conversations
into opportunities
Core Asset Manager Solutions

A Complete Set of Tools for Asset Manager Distribution

Built for product education, advisor engagement, and more meaningful financial planning conversations.

ANN-E

AI Meeting Prep

Walk into advisor meetings with a clearer view of the relationship. ANN-E brings together relevant Salesforce activity - including meetings, notes, emails, tasks, product discussions, previous conversations, and outstanding follow-ups - into a concise meeting-prep summary.

Explore ANN-E for Asset Managers

Custom Financial Calculators

Interactive Advisor Experiences

Turn investment products and strategies into interactive advisor experiences. Hedgeness builds custom calculators around product positioning, portfolio strategies, accumulation, tax awareness, withdrawal scenarios, and other financial-planning conversations.

Explore Custom Calculators

Ready-to-Launch Financial Calculators

Prebuilt Planning & Education Tools

Deploy useful planning and education experiences without the cost and complexity of developing every calculator from the ground up. Ready-to-Launch Financial Calculators help asset managers quickly introduce digital tools for financial planning, investment education, advisor engagement, and product conversations.

Explore Ready-to-Launch Calculators

The Connected Asset Manager Distribution Journey

ANN-E gives wholesalers a clearer understanding of recent activity, product interests, previous discussions, and open actions before the meeting. Digital calculators give distribution and marketing teams a more interactive way to support product education and strategy conversations. Together, these capabilities help asset-manager sales teams move from preparation to a more relevant advisor discussion and clearer next steps.

Connected
Distribution
Prepare Start with the right insights
Advisor Context Understand deeper relationships
Position Products Bring the right solutions forward
Engage Have more meaningful conversations
CRM Keep everything in sync
Prepare Start with the right insights
Advisor Context Understand deeper relationships
Position Products Bring the right solutions forward
Engage Have more meaningful conversations
CRM Keep everything in sync
Follow-Up Turn discussions into next steps
Asset Manager Product Coverage

Built Across the Investment Products You Distribute

Hedgeness supports distribution workflows and marketing digital experiences across:

ASSET MANAGER
DISTRIBUTION

Products + Advisor Experiences
Mutual Funds Power greater understanding and engagement.
ETFs Simplify complex information and drive adoption.
SMAs Highlight strategies and personalization at scale.
Alternative Investments Bring clarity to complex strategies.
Structured Products Explain features, risks and opportunities with confidence.

Custom-calculator capabilities can also extend into multi-asset strategies, tax-aware investment scenarios, and portfolio growth and withdrawal strategies.

Built Around Financial Distribution

Software Should Fit the Product, the Workflow, and the People Using It

01

Purpose-Built for Complex Financial Products

Hedgeness solutions are designed around the nuances of annuities, life insurance, and investment products — not generic software use cases.

02

Built Around Distribution Workflows

We start with how wholesalers, advisors, agents, marketing teams, and distribution teams actually interact with products and information.

03

Flexible From Custom to Ready-to-Launch

Build product-specific digital experiences when customization matters, or start with prebuilt solutions when speed and simplicity matter more.

04

Connected to Existing Systems

Use Salesforce, CRM integrations, APIs, and existing digital channels rather than creating unnecessary standalone workflows.

Product Fit  •  Workflow Fit  •  Flexible Delivery  •  Connected Systems
Enterprise Security and Compliance

Designed with Compliance and Security as Foundational Requirements

Hedgeness solutions are built for financial services organizations, where enterprise security, data protection, and compliance are essential requirements.

The platform follows industry-standard data security practices for data handling, storage, and access, helping institutions align with enterprise technology and compliance frameworks.

Security-conscious data handling and storage
Controlled access to data and platform capabilities
Secure API-based integrations and deployment
Configurable workflows that support institutional requirements
Security & Compliance Foundation Built for enterprise requirements
Security-conscious data handling and storage
Controlled access to data and platform capabilities
Secure API-based integrations and deployment
Configurable workflows that support institutional requirements
Trusted Infrastructure for a More Efficient Tomorrow
Ready to Take the Next Step?

Put Better Context and Better Tools into Your Sales and Marketing Workflows

Whether you are enabling annuity and life insurance distribution or asset-manager wholesaling, Hedgeness can help you bring agentic AI, digital product experiences, CRM workflows, and advisor or agent engagement closer together.

Let’s Connect
Connected Intelligence Bringing context, tools and engagement together.
AI Turn insights into action
Digital Experiences Modern tools for advisors
CRM Workflows Connected and efficient workflows
A more connected future
Built for What Comes Next