ADVISOR TOOL — PRIVATE

AI-Powered Life Insurance
Needs Analysis

Dynamic AI interview → Inflation-adjusted projections → Full advisor report with plan recommendations from Axis Max Life, HDFC Life & SUD Life.

🤖 Dynamic questions — AI adapts based on each customer answer
📊 Inflation-adjusted corpus (Education 9%, Medical 11%, General 6%)
🛡️ Separate Term & Investment/Savings plan analysis
💼 Generalised advisor rationale for every plan recommendation
✅ Only ACTIVE plans — discontinued plans flagged automatically
📋 Printable report with action steps & follow-up questions
Customer Interview
Question 1 of ~18 · AI adapts to answers
Starting interview...
🧠
Generating Advisor Report
Analysing customer responses...
ADVISOR ANALYSIS REPORT · CONFIDENTIAL

Customer — Insurance Needs Analysis