The Equisoft calculator & AI
Compare premiums.
Strengthen your recommendations with AI.
The Equisoft comparison tool is available on your SFG portal. Discover how to use it to explore life insurance solutions, then leverage artificial intelligence to better prepare your meetings and make your analyses easier to understand.
Comparing prices is useful. Understanding the differences is essential.
A client is not simply looking for a premium: they want protection that fits their needs, budget and objectives. The Equisoft comparison tool makes it easier to explore several solutions. The advisor remains responsible for the analysis and recommendation.
Equisoft:
what is the comparison tool for?
It helps explore protection and pricing options based on the profile and needs being considered. A meaningful comparison also takes into account the applicable benefits, conditions, exclusions and contractual options.
A simple method: Equisoft first, AI second
AI should not invent quotes or replace official data. It comes into play after the research, to help organize and present the information you have verified.
A client wants $500,000 in coverage
You explore different coverage terms and several products that correspond to the identified needs. After verifying the information, you can use AI to prepare a clear explanation of the scenarios without sharing the client’s identity.
Compare
Perform the research in Equisoft and identify the relevant characteristics of each solution.
Simplify
Ask AI to summarize the documented differences in costs, terms and benefits without inventing information.
Advise
Verify the summary, analyze how well the solutions fit the needs and present the options to the client.
⚙️ The workflow
And now,
artificial intelligence?
ChatGPT or Claude can help rephrase a comparison, prepare questions for the client, structure a meeting and draft a follow-up. They should neither produce fictitious premiums nor make an advisory decision on your behalf.
How AI can save you time
📝 Comparative summary
Organize the differences between several solutions in clear language based on the data provided.
🧠 Validation questions
Prepare questions about objectives, budget constraints and the client’s understanding of the options.
🎤 Meeting plan
Build a 20-minute meeting structure: needs, scenarios, questions and next steps.
✉️ Client follow-up
Draft a recap email to review and verify before sending.
A prompt to copy into ChatGPT or Claude
Replace the fields in brackets with verified, non-identifying data. Do not include any personal or confidential information.
Do not send personal or financial information that could identify a client to an AI tool that has not been approved for this purpose. Use fictitious or properly anonymized data. Verify premiums and product characteristics against official sources and comply with your professional obligations.
Your comparison tool is already available on the SFG portal
You can access it from the portal toolbox and integrate it into your meeting preparation routine.
Life insurance premium comparison tool
Access the Equisoft tool from the SFG portal.
🏆 SFG challenge of the week
During your next meeting preparation, test this process using a fictitious or anonymized scenario.
Equisoft compares. AI helps explain. You advise.
The best use of these tools is complementary: reliable data to compare, clear communication to explain and the advisor’s professional judgment to recommend.
