Life Insurance
Sales Enablement Software

Sell More Life Insurance | Save Time | Automate Compliance

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Visualize Data

Life Insurance Planning Made Easy

LDA's insurance management software is created for advisors who want to save time and increase sales. Studies show 9/10 people are confused by their insurance options. The majority of those people are visual learners, who would purchase today if they knew what they were buying. LDA searches and compares life insurance policies across all major providers, creating an advisor branded visual presentation that helps clients understand their options and makes their purchase decision easier.

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Dynamic Presentations

Compare Any number of Policy options with Custom Report Components

Make a lasting impression on your clients with our advisor branded, customizable & visual reports. Drastically reduce the time it takes to mine policy data, compare quotes, and create presentations so you can increase your sales. Compare any number of policies, show guarantees, changes in dividends, and produce a tailored report that helps your clients feel confident in your recommendation.

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Client & Policy Management

Enhance Your Clients' Experience

LDA helps you deliver proactive service to your clients, with opportunity notifications for policy updates, needs analyses, and even birthday notifications. With the ability to easily share presentations with your clients, you'll also have access to engagement stats so you can see where they are spending the most time and address those areas. Our software gives you access to all the information you need to quote, compare, and present the best insurance options to your client.

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In-force Policy Automation

Automate Sales Ready Presentations Proven to Convert

Life Design Analysis has powerful enterprise-level technology that can automatically create dynamic sales ready presentations on triggers defined by you. Create more value from your in-force block of business and reduce barriers in your distribution chain. With our custom reporting tools, we keep the people in your organization up to date with live analytics. 

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