Insurance Advisors
Our platform streamlines insurance practice management for Advisors. With tools for client management, quoting, concept creation, compliance templates, needs analysis, and sales processes integration, LDA simplifies your workflow.
Our Annual Impact, By The Numbers
Save Time,
Convert More Business
LDA is an easy to use platform to help accelerate your insurance practice. We provide a robust suite of tools to help you manage prospects, clients and policy opportunities. With the ability to quote, compare products and create compelling sales concepts that leverage our proprietary interactive visuals. LDA has all the tools you need to drive revenue and tracking for compliance. Find out how you can easily incorporate LDA into your existing process.
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.
Meet the team at Agensight
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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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