Life Design Analysis vs. Wunderite

We recently showed a "potential client" who is now a client a comparison of an insurance product he was sold to a strategy we would have recommended and they were blown away at the difference. So much so, they cancelled the current product and went with our recommendation. The presentations are very powerful.

Incentivized

Any commercial insurance agency that struggles with having their insureds manage schedules that are needed to make sure things are properly insured. So if you have fleets of vehicles and drivers, lots of inland marine equipment, multiple locations, Wunderite would be a great way to help your agency manage this for your insureds.

Incentivized

• Comparisons
• Quotes
• Needs Analysis
• Policy notifications for updates, renewals, anniversary dates
• Online client presentations
• In Force policy automation
• Lead Generation

Incentivized

• Schedule of vehicles, drivers, equipment
• Applications for renewals
• Property schedule with location data specific to each location.

Incentivized

• It can be pricey for a start up to get access to all the features, however the payback is worth it.
• Learning curve - As with any new software, there is a learning curve but training is available.
• So many features - make sure you take the time to find out all the features available and how to use them.

Incentivized

• Cross matching forms from the data that is stored. Be nice if the information populated into the supplemental forms
• Submission function - allowing for us to submit the forms & applications directly to the carriers from Wunderite
• API integration with more CMS's

Incentivized

I have never seen another product like Life Design Analysis and I don't believe there is another one out there that can do the same. If there is one, I would have a hard time believing it has the same features and capabilities as Life Design Analysis. (LDA) The reports are unmatched.

Incentivized

Wunderite provides a cleaner user interface for our agency and our insureds. The ability to manage schedules with our insureds is a clear winner. We were looking for something we could use with our clients to manage their assets. Broker Buddha was better at cross-form mapping, so their forms process is much better

Incentivized

• This software has paid for itself many times over
• Has doubled conversion rates
• It has upped our financial planning game

Incentivized

• Positive - ability to keep calibrate with our clients on their schedules. Helping us make sure we have the correct information insured.
• Positive - Ability to see renewal applications from one year to the next and not have to recreate the applications from scratch. Saving time and effort.

Incentivized