Life Design Analysis (LDA) transforms complex policy data into beautiful, client-ready presentations that build trust and drive conversions.
Transform your insurance practice with block of business management, pipeline visualization, insurance quoting, and more, all in one platform. Get started today with a free 15-day trial and discover how LDA can revolutionize your workflow.
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LDA is built for a tailored experience, no matter if you are an Advisor, a Distributors or an Insurance Carrier.
LDA's a web-based platform is tailored for life insurance advisors, offering powerful tools for quoting, illustrations, in-force policy management, and compliance automation—all in one easy-to-use solution.
LDA’s platform can be white labeled, for a fully customized advisor and client experience. We support in-force data feeds, and include built-in tools for compliance and organizational oversight.
LDA’s modular platform drives real-world sales insights, automation, and advisor engagement—plus the built-in LDA AdTech platform to support targeted marketing through your distribution.
Most average Canadians don't understand complex insurance concepts or can easily understand policy spreadsheet. Our dynamic visualizations help advisors boost client engagement, accelerate decisions, and increase overall case conversion and customer satisfaction.

Easily communicate the value of permanent or term coverage showing up to 5 policies simultaneously, highlighting cash vale, changes over time, in tailored, visual case reports.

Effortlessly manage your entire book with in-force policy management software that analyzes and ranks your block of business across all life insurance carriers. With LDA, uncover hidden opportunities, identify at-risk policies, and make smarter, data-driven decisions.


Experience firsthand how our life insurance sales platform can transform your workflow, simplify presentations, and help close more business. Request a personalized demo to explore how LDA supports advisors, MGAs, and carriers with visual insurance illustrations, policy management tools, and lead generation software.
Let’s Talk – Book Your Free Demo Today
Just drop us a line, and we’ll show you how LDA can fit into your business—from quoting and comparing policies to managing your in-force block and automating client outreach.

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!
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.
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.
Find our latest Webinars, Blogs, resource articles and free templates to give you fresh sales ideas and instructions on how to execute.