What you get
- 40 pdf-verified life products (Term + IUL)
- Side-by-side specification table with neutral client presentation mode
- Share link + live sync while you present on iPad
- Charts: premium bars, crediting rates, IUL stress test (supplemental aids only)
- Agent cheat sheet — hidden from client view
Get the iPad app
AgentPresent runs on iPad. Join the waitlist for launch updates, or download when live on the App Store.
Missing a carrier?
Licensed agents can upload advisor-use producer guides for gaps we cannot crawl publicly (MetLife, Northwestern, NY Life Term, and more).
Upload carrier PDFRun these five flows before sharing async feedback (no live interview required).
- 1Term replacement: select three products, enter illustration premiums, present client mode
- 2IUL accumulation: compare cap/floor specs, run stress test, export PDF for follow-up
- 3Living benefits: use agent cheat sheet + spec comparison notes (agent-only)
- 4Share link: save case, enable share, open /view/{token} on second device while editing
- 5CRM import: paste client name/premium from AgencyZoom or Zapier deep link
Supplemental visual aid only · Not an official illustration · Licensed professionals only