InsurTech Express Welcomes Insurance Planner AI Professional to the ITX Ecosystem
We are pleased to welcome Insurance Planner AI Professional as a new member of the InsurTech Express ecosystem.
Insurance Planner AI Professional is an AI-powered life insurance illustration analysis platform designed for advisors, firms, and fiduciary professionals who need a more structured way to review in-force and new business illustrations.
While digital transformation has touched many areas of insurance, in-force policy review often remains dependent on manual illustration review, specialist interpretation, and inconsistent documentation practices. Insurance Planner AI Professional brings structure to this important workflow by turning carrier illustrations into structured policy intelligence.
By uploading an illustration and answering guided questions, professionals can receive structured findings, Policy Health Scores, funding analysis, rider evaluation, visual comparisons, and advisor-ready reporting in minutes.
Central to the solution is a human-centered design. Rather than replacing professional judgment or making product recommendations, the platform organizes the evidence so advisors, trustees, and firms can evaluate policies with greater consistency, support better client conversations, and document the review process more efficiently.
The platform features five purpose-built modules: PolicyCheckup for client-facing engagement, PolicyReview for single-policy diagnostics, PolicyMatch for goal alignment, PolicyCompare for side-by-side analysis, and TOLIReview for fiduciary review documentation for trust-owned life insurance.
Built by Robert Chwalk, CFP®, CLU®, ChFC®, a 30-year financial services veteran with experience at UBS, Merrill Lynch, and Fidelity Investments, the platform emphasizes professional oversight, privacy-focused architecture, and enterprise-grade security practices.
This new membership strengthens the ITX ecosystem by adding a timely solution for BGAs, IMOs, enterprise life distribution teams, carriers, broker-dealers, RIAs, advisory firms, and the estate planning attorneys, independent trustees, and CPAs they support.
Through InsurTech Express, we look forward to amplifying Insurance Planner AI Professional’s voice across our channels and helping connect this technology with the leaders advancing life insurance innovation.
Learn more: https://www.insuranceplanneraipro.com