LDA is a cloud based sales and productivity platform that helps takes your life insurance practice to new heights. With built in client and policy management, quoting, concept creation, compliance templates, needs analysis, and sales processes integration, LDA simplifies your workflow.
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LDA is a cloud based sales and productivity software for life insurance Advisors, Distributors and Carriers.
LDA's web based platform offers a suite of tools, from quoting & Illustration to in-force policy management & compliance automation.
LDA's platform can be white labeled for a custom experience. In-Force data feeds can be refreshed regularly. Built in tools for organizational oversight and compliance.
LDA's modular design can deliver real world sales results, insights and automation - transforming the way carriers interact with distributors and advisors.
Our dynamic visual reports are proven to help communicate insurance options leading to more sales and customer satisfaction.
Make a lasting impression on your clients with our advisor branded, customizable & visual presentations, proven to increase FYC and customer satisfaction.
Compare any number of products, highlight cash value, changes in dividends and produce tailored reports that help your clients feel confident in your recommendation.
Let LDA do the heavy lifting by analyzing and ranking your block of business across all carriers.
Stay updated on key policy milestones with a comprehensive view of your in-force block of business - complete with notifications and policy automation
Paired with LDA's illustration and quoting capabilities, LDA can automatically generate cases, streamlining your work and giving you even more time to focus on what matters.
When prospective clients visit your website, using the embedded LeadGen widget, they can input their data into a simplified needs analysis form. LDA notifies you of the opportunity, and provides a tailored presentation as a starting point for conversation with the prospective client
Get custom token that is embedded directly on websiteNo IT team required!
Prospects input their information and specify when they need information. Dynamically generated FNA based on inputs by client Insurance need calculated is used for insurance recommendation. You are notified immediately of a new insurance lead
Want to get a personalized demo of how Life Design Analysis can help your business, just drop us a line!
I've been selling Whole Life for more than 10 years. Life Design Analysis has been a great tool to enhance my client presentations and the easy to understand visuals have definitely shortened the sales process. The results have been evident in production!
Incredible Software! I'm blown away by the difference it's made in the client/advisor experience.The combination of the analytics and visual data have been such a powerful communication tool for illustrating concepts and strategies....Truly a game changer.
Before Life Design Analysis, I used to waste time in illustrations, concepts comparisons from multiple companies and ultimately non-productive meetings. With Life Design Analysis I can do all that and show the client the value of one proposal over another. Clients love the ease of use, user interface and especially the ability to make a well-informed decision without second-guessing.
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