Everything you need to sell and manage indexed products.
From product selection to annual reallocations, Ansurex gives you the tools, the data, and the intelligence other platforms leave out.
Your entire book, organized and watched.
Imagine a system that organizes your cases, alerts you to reviews, breaks down performance and assists with reallocation.
- Filter by product type, state, age, client value, review period, carrier, or product
- Review window tracking with days-remaining countdown on every case
My Book
Sort by product, not index strategy.
Unlike other selection programs, Ansurex sorts by product. Select your preferred allocation method and the software runs it against every available product to produce your ranked list.
- Sort by age, state, term, allocation, reset periods and more
- Covers FIA, MYGA, and IUL across every major carrier
- One allocation method, every product, instant comparison
Product Selection
CARRIER 1 · A+
CARRIER 2 · A
CARRIER 3 · A+
CARRIER 1 · A+
CARRIER 3 · A+
Understand every index your carriers use.
Each index shows its underlying assets, volatility target, weighting methods, rebalancing structure, carrier usage, product usage, and provider — so you know exactly what you're recommending.
- Sort indices by underlying assets, volatility control, carrier usage, product usage, and index provider
- Learn how volatility targets, weighting, and rebalancing affect performance
- Every index mapped to the carriers and products that use it
Index Research
Features you won't find anywhere else.
We invented these features because we saw what was missing. They can have a profound impact on your sales and how you manage your clients.
Retro Pricing
Other programs use today's rates (par, cap, spread) against past index performance. Retro Pricing recalculates how the carrier would have set rates 10 years ago — giving you a far more accurate backtest to set client expectations.
Ansurex exclusiveRTD Returns
Reset To Date returns show how an index strategy has performed since your client's last reset — right up to yesterday's close. Know exactly how every client is doing at all times, not just at the anniversary.
Ansurex exclusiveAI Index Data
AI-powered economic outlooks for the underlying assets of every index. It condenses what financial professionals worldwide are saying into a simple Bull Case and Bear Case — so you and your client can make informed allocation decisions.
Ansurex exclusiveResearch. Analyze. Sell. Scale.
Research
Find the best product for your client across every carrier — sorted by product, not index strategy.
Analyze
Run Retro Pricing backtests and AI outlooks to build a defensible allocation.
Sell
Present data-backed recommendations with clear bull and bear scenarios your client gets.
Scale
Every case tracked automatically. Manage hundreds of policies without dropping one.
One plan. Everything included.
No tiers to compare, no features locked behind upgrades. Every agent gets the full platform.
in extra commission found in his book over 12 months — YOY premium up 20%.
in commission from reviews alone. Semi-retired, no active marketing.
in commission in a single month from review calls.
Real results. Estimated commission from premium generated via client reviews. Names and photos changed for privacy.