# Hedgeness

> Annuity illustration and sales\-enablement software for insurance carriers and asset managers

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Barrington, Illinois, USA |
| Founded | 2017 |
| Stage | Startup |
| Funding | Seed |

## Overview

Hedgeness is a sales-enablement and illustration software provider for insurance carriers and asset managers that market annuities, life insurance, and other retirement and investment products. The company was founded in 2017 and is headquartered in Barrington, Illinois; CEO Jay Singh previously worked at Morgan Stanley.

Its ANN-E platform combines sales, marketing, and engagement tools for wholesalers, advisors, and agents working across the annuity and life insurance sales cycle, including AI-assisted meeting preparation and illustration-to-opportunity conversion. The IllustrateNow product generates NAIC-standard illustration reports for variable, fixed index, registered index-linked, and fixed annuities, MYGAs, and immediate annuities, then feeds completed illustrations into CRM systems such as Salesforce, triggers advisor follow-up emails, and links to order-entry, application, and compliance systems through APIs. A separate calculator suite lets carriers and distributors embed configurable or pre-built annuity, life, and asset-management calculators on their own websites.

The company has raised seed funding led by Colosseum Group. Carrier and platform logos shown on its website include American Equity Investment Life Holding Company, RetireOne, Jackson, and Eagle.

## Products & services

### ANN\-E Platform

AI-powered platform integrating sales, marketing, and engagement workflows for wholesalers, financial advisors, and agents selling annuity and asset-management products.

**Key features:**

- AI\-assisted meeting preparation for annuity and life insurance consultations
- AI\-assisted conversion of completed illustrations into sales opportunities

*Target users:* Wholesalers, financial advisors, agents

### IllustrateNow

Annuity illustration software covering variable annuities (VA), fixed index annuities (FIA), registered index-linked annuities (RILA), fixed annuities, MYGAs, and immediate annuities (SPIA).

**Key features:**

- Alternative scenario analysis based on products, terms, riders, and income or growth outcomes
- Real\-time CRM integration \(Salesforce and other platforms\) that pushes completed illustration and lead data automatically
- Automatic case summaries delivered to CRM systems for each completed illustration
- Automated, personalized advisor follow\-up emails, sent automatically or queued for review
- API connections to order\-entry, application, and compliance systems to reduce duplicate data entry
- Analytics on illustration activity and trends
- NAIC\-standard\-compliant illustration reports supporting living benefits, death benefits, and other product riders

*Target users:* Insurance carriers, wholesalers, advisors

### Custom & Ready\-to\-Launch Calculators

Configurable and pre-built calculators for annuities, life insurance, and asset management, designed for carrier and distributor websites and advisor tools.

*Target users:* Carriers, distributors, financial advisors

## Category & focus

- Subcategories: Annuity illustration software, sales enablement, quote calculators
- Insurance verticals: Life & Annuity
- Target customers: Carriers, Agents/Agencies

## Notable customers

- American Equity Investment Life Holding Company
- RetireOne
- Jackson
- Eagle

## Links

- Website: <https://hedgeness.com>
- Directory profile: <https://insurtechlist.com/companies/hedgeness/>
- Linkedin: <https://www.linkedin.com/company/hedgeness>
- Illustratenow: <https://hedgeness.com/annuity-illustration-software/>
- Custom calculators: <https://hedgeness.com/custom-calculators/>
- Ready\-to\-launch calculators: <https://hedgeness.com/ready-to-launch-calculators/>

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*Last updated: 2026\-09\-02*