Our platform provides MGAs with an organized hierarchy of their sales & distribution centers. This “Org” allows MGA’s who leverage LDA to easily track and manage their entire sales network and gain a global view of their in-force business.
LDA also partners with MGAs to partner with carriers to run data driven sales campaigns, utilizing our platform's ability to consume an entire block of business at the MGA Level we can identify critical sales opportunities, combined with smart triggers that automatically create sales focused presentations for these specific opportunities.
Customized sales campaigns, partnered with any carrier on your shelf, allows LDA to find conversion and exchange opportunities based off of specific policy milestones.
Import all your advisors blocks of business into LDA to have their blocks analyzed for sales opportunities on an ongoing basis.
Built for Advisors knowing that serving the best interests of their clients is top priority. LDA helps to cut through the confusion and find the best product for them.
Identified opportunities will generate case opportunities for your advisors. This provides them a starting point to begin the conversations with their clients.
Advisors that have their block of business in Life Design Analysis have seen an increase in their FYC. A well documented block of business can be worth up to 3x more.
With LDA it's ok if you prefer Zoom, PDFs, or sharing links (with heatmapping) LDA helps you communicate no matter what your style.
Get alerts on important in-force policy milestones, client birthdays, leads generated, or create custom reminders (notify client of big premium)... we have you covered.
Documentation and consistency are the keys to a scalable compliance system, LDA checks off many compliance activities in the background.
Located at the historic and beautifully redesigned 100 Kellogg Lane in the heart of London, Ontario. Our team welcomes you to come visit!Directions