LDA is a cloud based sales and productivity platform that helps takes your life insurance practice to new heights. With built in client and policy management, quoting, concept creation, compliance templates, needs analysis, and sales processes integration, LDA simplifies your workflow.

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Transform Dull Illustrations Into
Dynamic Sales Concepts

Our dynamic visual reports are proven to help communicate insurance options leading to more sales and customer satisfaction.

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Advisor Branded Reports

Make a lasting impression on your clients with our advisor branded, customizable & visual presentations, proven to increase FYC and customer satisfaction.

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Quote & Compare All Life Insurance Products

Compare any number of products, highlight cash value, changes in dividends and produce tailored reports that help your clients feel confident in your recommendation.

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.

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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.

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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.

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Global View of Your Block of Business

Let LDA do the heavy lifting by analyzing and ranking your block of business across all carriers.

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Maximize Your Sales Potential

Stay updated on key policy milestones with a comprehensive view of your in-force block of business - complete with notifications and policy automation

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In-Force Policy Automation

Paired with LDA's illustration and quoting capabilities, LDA can automatically generate cases, streamlining your work and giving you even more time to focus on what matters.

Capture More Digital Leads

When prospective clients visit your website, using the embedded LeadGen widget, they can input their data into a simplified needs analysis form. LDA notifies you of the opportunity, and provides a tailored presentation as a starting point for conversation with the prospective client

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Easy To Set Up

Get custom token that is embedded directly on websiteNo IT team required!

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Client Friendly Needs Analysis

Prospects input their information and specify when they need information. Dynamically generated FNA based on inputs by client Insurance need calculated is used for insurance recommendation. You are notified immediately of a new insurance lead

Seeing is Believing

Want to get a personalized demo of how Life Design Analysis can help your business, just drop us a line! 

Schedule Demo Now

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!

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Jamie Robb
Fiducia Wealth Management

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.

Edmund Inniss
Inniss Assurance & Associates Inc.

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.

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Gleb Troubetskoi PI.FIN.

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.

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