Core Capabilities
Everything your team needs to manage settlements faster, more accurately, and with full confidence — in one purpose-built platform.
Generate Annuity Applications in Seconds
Produce applications for the majority of life insurance carriers with a single click — no complex prompts, no unpredictable outputs. KonnectSP knows exactly what each carrier needs.
- ✓Supports all major annuity carriers
- ✓Pre-filled from case data automatically
- ✓Consistent, error-free formatting
- ✓Instant PDF generation
Validate With Confidence
Instantly verify policies, proposals, and locked-in quotes to catch errors before they become problems. Our AI cross-references every field against carrier requirements in real time.
- ✓Real-time carrier requirement checks
- ✓Automated discrepancy flagging
- ✓Quote & policy cross-validation
- ✓Compliance-ready audit trail
Compare Documents Side by Side
Evaluate quotes, policies, and settlement documents quickly to make faster, better-informed decisions. Our AI highlights key differences so you never miss a critical variable.
- ✓Multi-carrier quote comparison
- ✓Automatic delta highlighting
- ✓Side-by-side PDF view
- ✓Decision-ready summaries
Ask Your Documents Anything
Interact directly with your files to identify critical information and confirm details — with sources to back every answer. No more manually searching through hundreds of pages.
- ✓Natural language document queries
- ✓Instant answer extraction
- ✓Source-cited responses
- ✓Multi-document cross-reference
The KonnectSP Difference
See what changes when your team has the right tools.
More cases. Less effort. Better results.
KonnectSP eliminates the repetitive, error-prone work that slows settlement planners and their team down. The result: your team processes more cases, makes fewer mistakes, and closes deals faster.
Ready to streamline your settlement planning
and case management?
Join the leading settlement planners and their teams who have reclaimed 40% of their case processing time through intelligent automation.