Lorikeet
for American Equity
Get a demo
AI support that handles withdrawal requests, account inquiries, and annuity servicing — trained on your products and policies.
This agent is loaded with dummy data for a fictional client. Give it a test — try asking things like:
AI-powered support that understands fixed index annuities, retirement planning, and policyholder servicing.
Clients ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves annuity servicing issues.
Connects to your policy administration and MyPortal systems. Pulls real-time data for accurate, grounded responses.
Built for regulated financial services. Guardrails, audit trails, and human escalation paths keep you compliant with state and federal regulations.
Handles withdrawals, RMDs, beneficiary changes, and 1035 transfers. Defined in plain English, updated instantly.
Same AI brain across every channel. Policyholders get consistent answers whether they call, chat, or email.
Sensitive policyholder data stays protected. SOC 2 compliant with encryption at rest and in transit.
Configured in Lorikeet using your actual products and annuity servicing workflows.
Trained on American Equity's annuity products, policyholder servicing processes, and MyPortal documentation.
Every response is grounded in your knowledge base. No hallucinated data, no made-up policy details.
Articles covering withdrawals, RMDs, beneficiary changes, surrender charges, 1035 transfers, and tax documents.
Chat and voice are working right now. Email and SMS work the same way when you're ready.
Same AI, same knowledge — just over the phone. Try asking about withdrawal requests, beneficiary changes, or tax documents.
(555) 000-0000US number · Available 24/7
Everything is transparent. Open the sandbox to see the workflows, tools, and knowledge base.
Withdrawal requests, beneficiary changes, RMDs, death claims, 1035 transfers, and address updates — written in plain English.
Insurance compliance, financial data security, and regulatory boundaries — all enforced automatically.
Annuity product details, surrender schedules, tax form guides, MyPortal help, and policyholder FAQ — searchable by the AI.
This demo is just the start. Let's talk about rolling this out to your 500,000+ policyholders.
Schedule a call