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.
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.
Shareable Financial Needs Analysis
Policy Summary and Market Term Survey reports
With Premier also Multilife, imported block of business for free, Branded insurance reports.