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
Frequently Asked Questions
These are the most frequently asked questions about LDA's services
How does the Free Trial Work?
Our free trial gives full access to our best package. Since there is no credit card on sign up there is no way we can charge you after the trial is finished without your consent. After the trial is finished your account will expire and you will be asked to activate your account. We have flexible billing options and accept all major credit cards.
How secure is my data in LDA?
Security is extremely important to us at Life Design Analysis. We use the latest technology and encryption to make sure any data that you send to us stays with us. Life Design Analysis hosts our client data in Canada in compliance with PIPEDA. We host with Amazon Web Services, and one of the premier data centres. LDA is SOC 2 Type 2 certified.
Can change or cancel my plan at any time?
If you are on a monthly plan you can change plans or cancel at any time. If you have selected annually you are committed for the year however you can always upgrade and what you have paid already will be prorated so you will only be charged the difference.
What tools does LDA have to offer?
Life Design Analysis has the ability to import your block of business. This drives policy opportunity notifications and makes quoting seamless. There are many sources that this inforce information can be obtained however it generally is best to have an exported spreadsheet from the insurer. Please contact a member of our support team to help import your block.
In-force Policy Management and AutomationWe make it easy manage your in-force block of business, get notified of opportunities and automatically generate ready-to-go sales presentations for your clients.Compliance BackupMake compliance an asset, not a liability.
LDA has tools for:
- Needs Analysis / Suitability Analysis
- Document Storage
- Reason Why letter and other custom templates
- Encrypted backup documenting how you established your recommendation
Accessible Anywhere!
Maximize your productivity or supercharge your admin. Life Design Analysis is available on any device and can enhance the way you communicate with your clients regardless of the platform.
Who do I contact for additional support?
You can find tutorials, concepts and sales ideas on our Help page, Blog page and YouTube channel. Our Livechat feature is a great way to get help fast if you need it, the video below illustrates how to use it. You can also contact us directly for training and assistance:
Email: info@lifedesignanalysis.com
Live chat: www.lifedesignanalysis.com
Phone: 1-855-268-2255
How do I pay and find my invoices?
You can enter your credit card at any point during the free trial however you will not be charged until after the trial has finished. We accept all major credit cards and are PCI and DSS compliant. You can find a list of all of your invoices here. Remember to save these for tax season as Life Design Analysis is tax deductible.
I forgot my password, what should I do?
If you forget your password click here and enter the email you registered with and we will send you instructions to choose a new password.
How can I change my email or billing invoice information?
The My Account area in LDA will allow you to change your email or your invoice information. (for example if you office address and credit card address are different)
Is group pricing available?
Yes we do group pricing starting at 5 licences, get in touch with us and we can create a quote for your organization.
I have an MGA, How can I become a partner?
We have strong relationships with many of Canada's top MGA's if you are interested in working with us please contact us and we can set up some time to talk about your business needs.
How do I set my language to French?
In the account settings page, a drop down menu allows you to select your preferred language this will also change the system communication emails.