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THE MOST
ROBUST LIFE INSURANCE SALES SOFTWARE FOR
ADVISORS
MGA's
WEALTH FIRMS
CARRIERS
ADVISORS
Life Design Analysis (LDA) offers a cloud-based life insurance sales software designed to enhance productivity for advisors, managing general agents (MGAs), wealth management firms, and insurance carriers. Our platform streamlines your workflow with features such as insurance policy management, quoting, compliance solutions, and advisor productivity tools.
Transform your insurance practice with our life insurance management tools. Get started today with a free 15-day trial and discover how LDA can revolutionize your workflow.
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Accelerate your Life Insurance Business
LDA is a cloud based sales and productivity software built for Advisors, Distributors and Carriers.
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Insurance Advisor
LDA's a web-based platform is tailored for life insurance advisors, offering powerful tools for quoting, illustrations, in-force policy management, and compliance automation—all in one easy-to-use solution.
MGA / National Account
LDA’s platform can be white labeled, for a fully customized advisor and client experience. We support in-force data feeds, and include built-in tools for compliance and organizational oversight.
Insurance Carrier
LDA’s modular platform drives real-world sales insights, automation, and advisor engagement—plus the built-in LDA AdTech platform to support targeted marketing through your distribution.
Transform Generic Illustrations Into Powerful Life Insurance Sales Concepts
Turn confusing numbers into clarity with dynamic, visual insurance reports that simplify complex concepts. Our life insurance sales software helps advisors boost client engagement, accelerate decisions, and increase overall case conversion and customer satisfaction.
Custom-Branded Insurance Presentations for Advisors
Stand out with advisor-branded life insurance presentations that are fully customizable and designed to impress. Easily communicate the value of permanent or term coverage with visual insurance illustrations that drive first-year commissions (FYC) and reinforce your value as a trusted advisor.
Quote, Compare & Present Life Insurance Like a Pro
Use our all-in-one platform to quote and compare life insurance products across carriers. Highlight cash value projections, return performance, and policy changes over time—then deliver tailored, visual reports that make your recommendations easy for clients to understand and act on.
Search, Analyze & Compare
LDA lets you mine policies, so you can search, analyze, and create custom presentations of the life insurance options available. Help your client make an informed decision, while making your life as an advisor simpler and more successful.
Easily Access & Share
With access to LDA from any connected device, you can work on your phone, tablet, or desktop. You can also easily share presentations with your clients and gather engagement stats, including views, time on page, and more.
Secure Storage
At Life Design Analysis, we don't take any shortcuts with your personal and client information. We follow strict encryption standards to ensure that anything you share with us, stays with us. Life Design Analysis is proudly hosted in Canada.
Global View of Your Block of Business
Effortlessly manage your entire book with in-force policy management software that analyzes and ranks your block of business across all life insurance carriers. With LDA, uncover hidden opportunities, identify at-risk policies, and make smarter, data-driven decisions.
Maximize Your Sales Potential
Stay proactive with automated alerts for key policy milestones like renewals, anniversaries, or conversion options. Our platform provides a comprehensive view of your in-force life insurance policies, helping you capitalize on revenue-generating opportunities before they expire.
In-Force Policy Automation
With integrated insurance quoting and illustration tools, LDA automatically generates new sales opportunities by transforming in-force policy data into actionable cases. Our policy automation software helps you save time, reduce admin work, and focus on deepening client relationships.
Capture More Digital Leads
Convert website traffic into qualified opportunities with LDA’s insurance lead generation widget. When a prospective client visits your site, they complete a client-friendly digital needs analysis, instantly notifying you of a new life insurance lead and generating a personalized, advisor-branded presentation to kickstart the conversation.
Quick & Easy Setup – No Developers Needed
Get started in minutes. LDA provides a unique LeadGen token that can be embedded directly on your website—no coding or IT team required. Seamless integration, maximum results.
Smart, Client-Centered Needs Analysis
Prospects enter key financial data and timelines, and our platform dynamically generates a financial needs analysis (FNA). The calculated insurance need is instantly converted into a visual proposal, enabling fast follow-up and a more consultative experience. You’re notified the moment a new lead submits their information.
See LDA in Action
Experience firsthand how our life insurance sales platform can transform your workflow, simplify presentations, and help close more business. Request a personalized demo to explore how LDA supports advisors, MGAs, and carriers with visual insurance illustrations, policy management tools, and lead generation software.
Let’s Talk – Book Your Free Demo Today
Just drop us a line, and we’ll show you how LDA can fit into your business—from quoting and comparing policies to managing your in-force block and automating client outreach.
Don't take our word for it, ask our clients!
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.
Browse LDA Articles & Resources
Find our latest Webinars, Blogs, resource articles and free templates to give you fresh sales ideas and instructions on how to execute.
Come and Visit us at Our Office!
Located at the historic and beautifully redesigned 100 Kellogg Lane in the heart of London, Ontario. Our team welcomes you to come visit!
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