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Hedgeness

Annuity illustration and AI-assisted distribution software for insurance carriers and asset managers.

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Overview

Hedgeness builds distribution software for insurance carriers and asset managers. IllustrateNow generates annuity illustrations for variable, fixed index, registered index-linked, fixed, MYGA and immediate annuities, produces alternative scenario comparisons, and pushes illustration and lead data to Salesforce or other CRMs, case management and downstream order-entry and compliance systems through APIs. Reports follow NAIC illustration standards.

ANN-E is the company's AI platform for annuity distribution, covering meeting preparation and illustration follow-up for wholesalers and advisors. Hedgeness also delivers carrier-branded custom calculators and prebuilt retirement planning calculators for annuity, life insurance and investment products. The company was co-founded in 2017 and is based in Barrington, Illinois.

Key Features

+ Annuity illustrations for VA, FIA, RILA, fixed, MYGA and immediate products
+ Alternative scenario comparisons
+ CRM integration including Salesforce
+ API connections to order entry and compliance systems
+ ANN-E AI meeting preparation
+ Carrier-branded custom calculators
+ Ready-to-launch retirement calculators
+ NAIC-aligned illustration reports

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