Name: Life Design Analysis
Price: 30.42 USD
Rating: 9 (1 reviews)
Author: Life Design Analysis

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Push Notifications

Text Editors

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Managed Print

Network Performance Monitoring

Process Mining

Security Awareness Training

Software Defined Storage (SDS)

Solid State Drives

Tower Servers

Virtual Desktop Infrastructure (VDI)

Virtual Private Network (VPN)

VoIP Monitoring

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Data Management

Digital Analytics

Digital Experience Platforms (DXP)

Email Management

Email Marketing

Event Registration

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

eCommerce

Sales

Assisted Living

Car Rental

Church Management

Construction Accounting

Jail Management

Vertical-Specific

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Life Design Analysis is a cloud-based sales and productivity platform designed to enhance the practices of life insurance advisors, distributors, and carriers. According to the vendor, it caters to a range of company sizes, including individual advisors, small to medium-sized agencies, and large insurance carriers. The platform offers a suite of tools for quoting, illustration, in-force policy management, compliance automation, needs analysis, and sales processes integration. It is utilized by professionals in the life insurance, insurance distribution, wealth management, and insurance carrier industries.

## Key Features

**Quoting & Illustrations**: According to the vendor, Life Design Analysis integrates with LifeGuide to provide advanced quoting and illustration capabilities, supporting various life insurance products and offering financial needs analysis tools.

**Client Management**: The platform provides a centralized platform to manage client information and cases, with sortable and searchable tables for easy access and reminders for important dates, according to the vendor.

**Policy Management**: According to the vendor, Life Design Analysis consolidates in-force policies in one location, providing a global view across carriers, maximizing sales potential, and automating policy updates and milestones.

**Compliance**: The vendor states that the platform offers compliance backup with document storage, a single view of all clients' compliance documents, and encrypted backup to ensure regulatory compliance.

**Advanced Concepts**: According to the vendor, Life Design Analysis allows advisors to present various advanced concepts, with togglable report components for customized presentations and yearly updated tax tables.

**LeadGen**: The vendor claims that the platform converts inbound web traffic into prospective clients with an embedded LeadGen widget, capturing digital leads and generating tailored presentations.

**In-Force Policy Automation**: According to the vendor, Life Design Analysis streamlines workflow by automating in-force policy updates and notifications, maximizing sales potential and saving time.

**Data Security**: The vendor emphasizes that Life Design Analysis prioritizes data security and encryption, hosting data in Canada and adhering to SOC Type II certification.

**24hr Support**: According to the vendor, Life Design Analysis provides 24-hour support to assist users with inquiries or issues they may have.

**Advanced Case Sharing**: The vendor states that Life Design Analysis allows users to easily share cases with clients through dynamic and heat-mapped digital reports, providing valuable insights into case interactions.

Basic

Elite

Premier

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Life Design Analysis

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Likelihood to Recommend

Executive Assistant Office Manager

Life Design Analysis 2022-02-02 09:28:10

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Learning curve

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Lead generation

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Insurance Agency Management Systems

We primarily use Life Design Analysis for whole life comparisons for high net worth clients. It enables us to show values of the death benefit, cash values, and the premium over time. There is so much you can do with this software but the visualization of the data is what grabs a client's attention and allows them to get the picture in a much more eye-catching and appealing way versus a sheet full of numbers.

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

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.

Comparisons
Analysis
Presentations
Reports

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

NaviPlan, by Advicent, Microsoft Powerpoint, EverWebinar

Life Design Analysis

Overview

What is Life Design Analysis?