Our dynamic visual reports are proven to help communicate insurance options leading to more sales and customer satisfaction.
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.
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.
Let LDA do the heavy lifting by analyzing and ranking your block of business across all carriers.
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