Wealth Management Firms
Our platform provides Wealth Management Firms with a complete overview of their sales organization, allowing them to easily track and manage their sales team's activities. We also offer opportunities for Wealth Management Firms to utilize our platform's ability to import an entire block of business for every advisor within the Wealth Management Firm. This allows for easy identification of conversion and exchange opportunities within in-force policies.
Organizational Oversight
We can structure your organization in the way that best reflects your business, whether it is set up in a "Regional" or "Free Form" setting, ensuring your organization is sharing information and generating reporting that is useful and applicable.
Meet the team at Agensight
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In-force Data Feed
Import all your advisors blocks of business into LDA to have their blocks analyzed for sales opportunities on an ongoing basis.
Customer First
Built for Advisors knowing that serving the best interests of their clients is top priority. LDA helps to cut through the confusion and find the best product for them.
Policy Management & Automation
Identified opportunities will generate case opportunities for your advisors. This provides them a starting point to begin the conversations with their clients
Increased Block Value
Advisors that have their block of business in Life Design Analysis have seen an increase in their FYC. A well documented block of business can be worth up to 3x more.
More Ways To Share
With LDA it's ok if you prefer Zoom, PDFs, or sharing links (with heatmapping) LDA helps you communicate no matter what your style.
Notifications & Reminders
Get alerts on important in-force policy milestones, client birthdays, leads generated, or create custom reminders (notify client of big premium)... we have you covered.
Compliance Focused
Documentation and consistency are the keys to a scalable compliance system, LDA checks off many compliance activities in the background.
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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