AI Whiteboard: Explain and Visualize

With Repredict, you can not only create new predictions from any existing illustration or spreadsheet proposal, but you can also ask AI questions about those predictions, or ask about the source illustration, proposal or related insurance documents.

For example, you may want Repredict to summarize all of the available crediting strategies mentioned in the illustration. Or you may want to understand policy loan options. Or perhaps you would like to summarize a life insurance illustration, InsMark proposal or legal document in just a few paragraphs.

To get started, make sure you have a ledger open. If you are creating a new ledger, be sure to import an illustration and click "Analyze Data". This will generate several new tabs including the "AI Whiteboard".

Navigate to the AI Whiteboard or click the "Explain and Visualize" button to go there directly:

Upload a document into the prompt or select a prediction by clicking on the paperclip or light bulb button. You can upload up to two documents or predictions at a time (in case you wish to compare them).

Type any question relevant to the documents you attached or select one of the pre-drafted prompts. For example:

Then hit the "Send" button or use the "Ctrl + Enter" shortcut. The AI-generated response should appear within a few seconds.

You can copy the response to your clipboard and paste it into another document or email by clicking on the copy button at the bottom of the response:

To ask another question about the same document, clear the prompt by clicking on the "X" button. To start an entirely new request, click on the "+ New Request" button.