RePredict Corporation
The Power of Instant Reprojection in Advisor Workflows

Decades inside the insurance and advanced planning space gave Robert Strauss, JD and Christopher Jacob, CFP a close view of a challenge all advisors seem to face. Proposal changes move so slowly that they disrupt every stage of the advisory process. Every meaningful scenario change seems to force advisors back to carrier software and Excel models. New projections can take days or even weeks to secure. Meetings stretch out, clients lose momentum and competitors find their way in.

This recurring friction shaped the foundation of RePredict Corporation. Strauss and Jacob envisioned a way for advisors to revise complex proposals instantly and effortlessly—even while sitting with a client, attorney, or CPA.

“Every advanced case involves layers of numbers,” Strauss explains. “We wanted a tool that could update projections instantly, accurately, and in a way that supports a real conversation.” Strauss made sure to emphasize that Repredict does not replace carrier software or custom designed spreadsheets. Rather, he says, “it learns from them, and must ultimately be converted back into them. But what happens in between is magical.”

A New Way to Revise Projections

Repredict’s unique and innovative approach earned Strauss a patent in 2023 for “Apparatuses and methods for AI-based ledger predictions.” When the advisor enters a new value, the system calculates updated values within milliseconds, staying aligned with the structure of the product design. Machine learning models cannot solve this problem because they require vast, constantly updated carrier data feeds, which quickly become outdated. RePredict’s pattern recognition method avoids this limitation and delivers precise estimates within the framework of the original ledger.

In practice, this means advisors can adjust premiums, cash value, death benefit, and distribution amounts and any selected columns on the spot and instantly see how the rest of the projection shifts. On-the-fly revisions do more than save time. They encourage a deeper exploration, change meeting dynamics, and optimize outcomes.

Solving the Problem of Runaway Policy Reviews

The platform’s value becomes even clearer during annual policy reviews. Advisors are responsible for monitoring existing policies, yet they often find a disconnect between the original compliant illustration values and in-force projections run not long after. In some cases, in-force illustrations are mistakenly run differently by home office designers removed from the original sale. In addition, in-force illustrations often use different assumptions and handle bonus projections in a different way. RePredict, on the other hand, can add another perspective by maintaining the original structure, updated with current account values. As mentioned, Repredict does not deviate from the original policy structure. This allows advisors to add yet another layer of insight and provides a system for continued monitoring.

Strauss underscores that, when used responsibly, Repredict does not replace in-force ledgers, but adds yet another layer of transparency to what can be a confusing policy review process.

Accelerating Complex Planning

RePredict also supports planners who must test multiple strategy variations like estate designs, qualified plans, business succession strategies, and premium financing structures. The system integrates directly with InsMark, one of the industry’s leading planning platforms, enabling advisors to move data back and forth without re-entry. Repredict also allows data to be exported as a .csv file for use in custom spreadsheets and other platforms.

In one case, an advisor met with a client, his attorney, and his CPA to evaluate a premium financed design. The client asked for adjustments to collateral, interest payments, and distribution amounts. Under normal conditions, each variation would require new illustrations, new spreadsheets and several additional meetings. Using RePredict, the advisor was able to work collaboratively, make every change live, explored each scenario in one session, and successfully move the case forward.

Explaining Complexity with Clarity

The platform rounds out the experience with generative AI capabilities that analyze PDFs, answer questions about product features, respond to instructions and convert selected text into clean, consulting-style diagrams. This helps advisors communicate intricate mechanics in clear, visual terms essential for client understanding.

RePredict gives advisors what they’ve been missing: a clear, real-time view of how a policy behaves under various market conditions, and even wordsmiths a response with confidence. Clients gain clarity, advisors gain structure and control, and every decision is grounded in intelligent insight. By converting days of illustration work into seconds of live analysis, it restores momentum to client conversations and brings long-needed transparency to the way policies evolve and what modern planning demands.