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TruChoice Partners with Zocks to Expand AI Support for Financial Professionals

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TruChoice Partners with Zocks to Expand AI Support for Financial Professionals

Zocks, the privacy-first AI platform for financial services, announced a new relationship with TruChoice Financial Group (“TruChoice”), an AmeriLife company and leading distributor of insurance and retirement planning solutions, to support insurance and annuity professionals with AI-powered meeting and workflow assistance.

TruChoice-affiliated financial professionals can now use Zocks to help streamline the path from discovery meeting to issued life policies and annuity contracts. This accelerates cycles with cleaner submissions and fewer delays, and helps free up capacity to spend more time with clients rather than on administrative work.

Incomplete or inaccurate client information is a leading cause of underwriting back-and-forth and “Not In Good Order” (NIGO) delays that slow time-to-issue. Zocks decreases NIGO submissions by capturing relevant household, financial, and case details from client conversations in real time without recording, as well as from documents and emails. It turns this information into structured data that automatically fills out carrier applications, fact-finders, intake forms, and more.

Zocks also automatically drafts meeting follow-ups and email replies customized to each client, reducing administrative and research work while preserving the personal relationship. If another client meeting is needed, Zocks handles the scheduling directly from the conversation, including the invite, reminders, meeting preparation, and follow-up.

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“We are excited about the opportunities that Zocks and its technology solutions offer our financial professionals and broker-dealer partners to be more impactful and efficient in their practices,” said Alex Faulken, Senior Vice President of Annuity Sales at TruChoice.


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