of 6— Get your Claude account set up

What you'll accomplish

By the end of this guide, you'll be using Claude's large context window to quickly analyze long annuity contracts, rider descriptions, and carrier product brochures — extracting the key terms, tradeoffs, and client-relevant summary points in minutes instead of hours. This is especially powerful for understanding replacement analysis, comparing new product launches, and preparing for CE review.

What you'll need

A Claude account (claude.ai) — free tier works for most documents
Claude Pro ({{tool:Claude.price}}/month) recommended for very large documents (40+ pages) — Sign up
PDF or text of the document you want to analyze (most carrier documents are available as PDF downloads)
Time needed: 30 minutes to get comfortable with the workflow; 5–10 minutes per document afterward
Cost: Free tier handles most documents under ~25 pages; Pro needed for full contracts

How-To Guide: Analyzing Annuity Contracts and Rider Documents

Step 1: Get your Claude account set up

Go to claude.ai
Click Sign up and create an account with your email
Start with the free tier — you'll know quickly if you need Pro based on document length

What you should see: Claude's chat interface — a clean text box with a conversation area.

Tools:Claude