A collaborative sales campaign between LDA, an insurance carrier and and MGA, we find opportunities in your advisors term business.
A Carrier, in your shelf of products, in partnership with LDA and your MGA makes servicing in-force block of business easier, more engaging and more successful for your advisors. We take the block of business from the carrier into LDA and search for opportunities for your advisors.
Once your block of business has been analyzed, LDA will automatically create insurance cases for your advisors policies that fall under these opportunities:
Term 10 Conversion = Existing T10 in years 7-10
Term 20 Conversion = Existing T20 in years 15-20
Term Exchange = Existing T10 in years 2-5
The purpose of the reports is to help your advisors engage with their clients and increase conversion rates on expiring term products. Proactive advisors can highlight the value of purchasing or converting at their clients current age, saving them money and adding to the value you offer. All our cases reports can be shared digitally via email or shared link with their clients
Our customer support team is ready to help with demos, onboarding, tutorials, concepts, and sales ideas on our Help Page, Blog Page, and you can contact us at:
Live chat: www.lifedesignanalysis.com
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.