Know what you own. Understand what it means.
Upload any policy statement or describe your coverage. Get a complete, organized in-force summary - what you have, what needs attention, and a plain-English summary - in under 60 seconds.
WHO IS THIS FOR?
You have life insurance but do you really know what you have? Most people carry policies for years without a clear picture of their coverage, their cash value, or what the fine print actually means. Getting answers has traditionally meant a phone call to your agent or broker and inevitably, a sales conversation you did not ask for.
VSW In-Force Intelligence gives you a complete, organized summary of every policy you own in plain English, in under 60 seconds.
The life insurance already in force is one of the most important and most overlooked foundations of any financial plan. VSW In-Force Intelligence gives you a complete insurance schedule, risk assessment, and case summary for any client or new prospect in under 60 seconds. Walk into every meeting prepared. Identify gaps, opportunities, and planning needs before the conversation begins.
For Policyholders
For Advisors
HOW IT WORKS
Upload or describe your coverage — PDF statement, paste policy details, or type what you know.
The analysis engine reads your data and builds a complete in-force schedule, observations, and risk summary.
1
2
Review your plain-English summary and download the full PDF report — ready to present or file.