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 opportunities based on custom triggers.
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
Insurance opportunities are distributed directly to your advisors, while still maintaining visibility for your business development team. This enables advisors to engage with their most critical opportunities to increase conversion rates and client satisfaction. Advisors can easily highlight the value of converting, exchanging, or replacing existing products to maximize your bottom line revenue.
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