Every part of life & annuity distribution — recruiting, operations, the advisor experience, opportunity auditing, and commissions — running as one system, with Kyra's agentic AI woven through all of it.
Kyra is the industry cortex — life & annuity domain expertise and your firm's institutional knowledge, built in. Woven through every workflow, she watches your book in real time, diagnoses root cause against your own history, and drafts the next move — ready for one-click human approval.
Sales and operations finally in one place. PulseConnect runs case management, contracting, accounting, and communications on a single connected data model — so producers sell instead of babysitting spreadsheets.
A white-labeled, mobile-first portal that gives producers real-time case status and commission visibility — branded to the partner they work with.
PulseDrive continuously audits your inforce book and pipeline — flagging placement risk, persistency leaks, and unworked opportunities, then ranking them by the profitable dollars at stake.
DTCC-fed receipts, override waterfalls, and rolling targets — reconciled down to the payee. Full commissions management, not a spreadsheet bolted onto a sales tool.
The reason it works as one system is that it is one system. Recruiting a downline, working a case, auditing the book, and paying commissions all read and write the same connected data — so nothing is stitched together after the fact, and Kyra can reason across the whole thing.
Walk through every product with your book, carriers, and hierarchy in view.
A one-page brief on every product — ready to forward or print.