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Selling Life Insurance has never been easier.
Our software enables Advisors, MGAs, Wealth Management firms, and Insurance companies with tools to generate more sales and more revenue year over year. Explore the features that will take your business to new heights below.
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Our Features
We have products that serve every level of insurance distribution
Carriers | Distributors | Advisors
Quoting & Illustrations
With built-in LifeGuide integration, LDA is poised to take your quoting and illustrations to the next level. Survey the market for insurance products based on your clients criteria or import any illustration from your preferred carriers illustration software.
Advanced Case Sharing
Easily share your cases with your clients, all digital reports are dynamic and are easily shared via email. All our reports are heat mapped, allowing you to see statistics on when the case was opened, what pages they looked at, and more!
Client Management
All clients that you create in LDA or have imported with your in-force block of business are organized in one screen. Every client has their own profile that allows you to see any cases you created for them, and store any documents for that client.
Policy Management
Have your in-force block of business imported into LDA and see all your clients in-force policies in one place. LDA will analyze your in-force policies and find potential term conversion and exchange opportunities for you.
Compliance
Stop letting compliance keep you up at night. LDA makes audit stress a thing of the past. All our data is secured according to SOC 2 Data standards, allowing you to store all your clients documents in one place, making audits a breeze.
Advanced Concepts
Take your insurance practice to the next level with our built in Advanced Concepts. Show various concepts from Corporate & Personal Estate Transfers, Immediate Financing Arrangements and more.
Basic Plan
$39/ MONTH (CAD) WHEN PAID ANNUALLY
Included in plan:
- Custom Branding
- Case Vault (auto save every case)
- LifeGuide Quote Integration
- Visual Insurance Charts
- Present Value Calculator
- Shareable Needs Analysis Calculator
- Custom Contact Importer
- Phone Support
- Document Storage
- Term Reissue Modeling
- Carrier Spreadsheet Importer
Not included in plan:
- Buy Term Invest the Difference
- Case Recipes
- Inforce Opportunities Filter
- Combine Plans
- Collaborative Case Sharing (with Heat Mapping)
- Credit to the Capital Dividend Account Comparison
- Inforce Policy Automation
- Easy Layers Illustration
- Corporate Estate Transfer
- Immediate Finance Arrangement
- Customizable Compliance Library
Pro Plan
$59/ MONTH (CAD) WHEN PAID ANNUALLY
Included in plan:
- Custom Branding
- Case Vault (auto save every case)
- LifeGuide Quote Integration
- Visual Insurance Charts
- Present Value Calculator
- Shareable Needs Analysis Calculator
- Custom Contact Importer
- Phone Support
- Document Storage
- Term Reissue Modeling
- Carrier Spreadsheet Importer
Not included in plan:
- Buy Term Invest the Difference
- Case Recipes
- Inforce Opportunities Filter
- Combine Plans
- Collaborative Case Sharing (with Heat Mapping)
- Credit to the Capital Dividend Account Comparison
- Inforce Policy Automation
- Easy Layers Illustration
- Corporate Estate Transfer
- Immediate Finance Arrangement
- Customizable Compliance Library
Premier Plan
$99/ MONTH (CAD) WHEN PAID ANNUALLY
Included in plan:
Not included in plan:
Enterprise Plan
Contact us for group pricing and enterprise package options. Starting at 10+ licences.
Included in plan:
Not included in plan:
Compare Features and Plans
Find what plan fits you and your businesses needs with our interactive comparison chart. Have an questions, reach out to our customer support team and we will be happy to help!
Compare Features and Plans