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 built for life insurance carriers and MGA's that will batch sales ready presentations on opportunities you define, across your entire advisor base. Create more value from your in-force block of business and reduce barriers in your distribution chain. We keep the people in your organization up to date on key sales drivers with our powerful analytics dashboard and notifications.
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Lead Generation
Capture More Digital Leads
LDA LeadGen gives you the ability to capture and nurture digital leads from your website or landing page and convert them into clients. We provide a snippet of code you can easily embed on your website to capture leads, establish needs and produce dynamic reports of their options that have been proven to increase sales. LDA LeadGen is an available add on to any LDA account so start your free trial!
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