Insurance - Investipal

Helping advisory firms across North America accelerate their growth

AI-Powered Efficiency for Insurance Advisors

Save time, eliminate manual calculations, and present clear, data-driven insights that help clients make confident decisions.

Portfolios

Automate Complex IUL & Annuity Calculations

Eliminate manual effort and reduce errors with AI-driven tools that handle everything from premium calculations to withdrawal strategies.

Automated policy modeling – Generate accurate projections instantly
Advanced growth forecasting – Compare multiple scenarios for better decision-making
Instant proposal generation – Deliver personalized recommendations in minutes

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Sales

Deliver Clear, Data-Driven Insights

Turn intricate data into easy-to-understand forecasts and comparisons so clients can make informed choices with confidence.

Interactive scenario analysis – Compare different funding and withdrawal strategies
Visualized growth projections – Help clients understand long-term impact
Side-by-side policy comparisons – Present options clearly and transparently

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Compliance

Streamline Proposal Creation

Build customized, visually compelling proposals in minutes—designed to convert prospects into long-term clients.

Fully automated proposal generation – Reduce prep time and close deals faster
Clear, client-friendly visuals – Simplify complex insurance and annuity structures
Clear, client-friendly visuals – Simplify complex insurance and annuity structures

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Productivity

Spend more time advising and less time on admin

Free up your time to spend on higher-value activities.

Faster than traditional sales processes. Do in 1 day what used to take 4 weeks.

70%

Cost savings versus comparative tech stack

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Security

Designed for the Enterprise

Investipal is built with security-first architecture, ensuring compliance and data protection.

Compliance & Privacy

Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.

Security

Investipal is SOC2 Type II certified and all data is fully protected with advanced encryption and secure protocols.

Scalability

Grow through technology, not headcount.

Schedule a Demo

We’re deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal’s innovative approach aligns perfectly with our vision to streamline processes to elevate the client and advisor experience.

Lauren M. Williams

CEO. ProsperPlan Wealth

Simplify IUL & Annuity Modeling While Growing Your Book

AI-Powered Efficiency for Insurance Advisors

Automate Complex IUL & Annuity Calculations

Deliver Clear, Data-Driven Insights

Streamline Proposal Creation

Spend more time advising and less time on admin

Designed for the Enterprise

Compliance & Privacy

Security

Scalability

We’re deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal’s innovative approach aligns perfectly with our vision to streamline processes to elevate the client and advisor experience.

See Investipal in Action—Book a Demo Today