Insurance Advisors

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.

insurance carrier

Our Annual Impact, By The Numbers

12,000+
Advisors Across Canada
80,000+
Cases Created
3.5 M+
Policies Managed
550 B+
Total Face Value Quoted

Save Time,
Convert More Business

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.

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

With built-in LifeGuide integration, LDA is poised to take your quoting and illustrations to the next level. Survey the market for insurance products based on your clients criteria or import any illustration from your preferred carriers illustration software.

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Quote All Product Lines
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Financial Needs Analysis
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Joint products and Multilife
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LifeGuide Integration
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Advanced Case Sharing

Easily share your cases with your clients, all digital reports are dynamic and are easily shared via email. All our reports are heat mapped, allowing you to see statistics on when the case was opened, what pages they looked at, and more!

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Shareable Needs Analysis
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Case Statistics
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Heatmapping
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Dynamic Charts and Graphs
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Client Management

All clients that you create in LDA or have imported with your in-force block of business are organized in one screen. Every client has their own profile that allows you to see any cases you created for them, and store any documents for that client.

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Sortable and Searchable Tables
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Individual Document Storage
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Birthday and Policy Reminders
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Policy Summary Reports
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Policy Management

Have your in-force block of business imported into LDA and see all your clients in-force policies in one place. LDA will analyze your in-force policies and find potential term conversion and exchange opportunities for you.

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Policy Notifications
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Opportunity Generation
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Sort by renewal urgency
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Sortable and Searchable Tables
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Compliance

Stop letting compliance keep you up at night. LDA makes audit stress a thing of the past. All our data is secured according to SOC 2 Data standards, allowing you to store all your clients documents in one place, making audits a breeze.

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Document Storage
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Reason Why Letters
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Single view of all clients

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Data Stored in Canada
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Advanced Concepts

Take your insurance practice to the next level with our built in Advanced Concepts. Show various concepts from Corporate & Personal Estate Transfers, Immediate Financing Arrangements and more.

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Togglable report components
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Advance case controls
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Yearly updated tax tables
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Live Chat support

Meet the team at Agensight

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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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