Zocks, the privacy-first AI platform for financial services, today 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.

As a result, TruChoice financial professionals can:

  • Keep cases moving between client touchpoints: Automated client follow-ups and meeting scheduling can promptly address outstanding items and next steps, like exam coordination, beneficiary confirmations, and payment setup.

  • Eliminate manual data entry: In addition to applications and forms, client data captured in meetings, documents, and emails is automatically synced to CRM systems and other industry-specific tools.

  • Increase capacity without adding staff: By reducing back-and-forth, financial professionals have more capacity to pursue and close new business.

  • Coach new team members more effectively: Built-in performance insights rate client meetings against industry standards, providing the data to help leaders develop newer team members and scale what works.

“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.

“AI is changing the economics of insurance distribution by turning every client conversation from a source of paperwork into a source of business value, so producers can issue more policies,” said Brad Stoub, General Manager, Insurance, at Zocks. “The partnership between TruChoice and Zocks puts that shift into immediate practice. We’re thrilled to help scale these capabilities across one of the largest distributors in the industry.”

About Zocks

Zocks is the privacy-first, agentic AI Platform for financial professionals and financial firms. Its AI assistant saves users 10+ hours a week by automating manual tasks and turning every client conversation, email, and document into structured data that’s deeply integrated with a firm’s technology stack and AI ecosystem. Financial professionals can build plans and onboard clients faster, find growth opportunities, anticipate servicing needs, and ultimately grow their business — all in a platform built with enterprise-grade compliance, reporting, and controls.

More than 5,000 firms, including 2 of the top 3 life insurance carriers and 7 of the 9 Barron’s Top Mega RIAs, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2. Learn more and start a free trial at zocks.io.

About TruChoice

TruChoice is a dynamic wholesaling organization that is one of the largest distributors of insurance products in the financial services industry. We provide access to 50-plus top-rated carriers and limited distribution products, feature a full-service marketing and advertising agency, and host industry-leading practice management events. Offering fixed annuities, life insurance, and long-term care products, our size and scale allow us to meet a variety of needs for a variety of business models. Whether we are helping you find your TruPath, providing a wealth of TruSolutions, or offering our unwavering TruSupport, OUR Tru is YOU. TruChoice Financial can be followed on LinkedIn, X, and Facebook.

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