# Life Design Analysis

> Cloud\-based quoting and policy presentation platform for Canadian life insurance advisors

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | London, Ontario, Canada |
| Stage | Growth |
| Employees | [Unknown] |
| Funding | Bootstrapped |

## Overview

Life Design Analysis (LDA) is a SaaS quoting and policy presentation platform for life insurance professionals operating in the Canadian market. The platform enables advisors, MGAs, and carriers to generate client-ready policy comparisons and illustrations across multiple insurers from a single interface.

The platform delivers cloud-based tools for quoting, in-force policy management, compliance automation, and sales pipeline tracking. It supports side-by-side comparison of up to five policies simultaneously and is accessible across mobile, tablet, and desktop devices. Data is hosted in Canada with encryption to meet local privacy and compliance requirements.

LDA serves the Canadian life insurance distribution chain, with customers including major carriers such as Manulife, Empire Life, Canada Life, and BMO Insurance, as well as distribution networks including IDC Worldsource. White-label options allow MGAs and distributors to offer the platform under their own brand.

## Products & services

### Insurance Quoting & Illustrations

Cloud-based quoting tool that generates visual, client-ready policy comparison reports. Supports simultaneous comparison of up to five policies across multiple carriers.

**Key features:**

- Side\-by\-side multi\-carrier policy comparisons
- Visual client presentation output
- Multi\-device responsive design \(mobile, tablet, desktop\)
- Client engagement analytics \(views, time\-on\-page\)

*Target users:* Life insurance advisors, brokers, MGAs

### In\-Force Policy Management

Block-of-business analysis and management tool for tracking and managing a portfolio of active policies across multiple carriers.

**Key features:**

- Portfolio\-level policy analysis
- Multi\-carrier in\-force tracking
- Automated policy alerts

*Target users:* Advisors, MGAs, carriers managing existing policy blocks

### Compliance Automation

Tools to support regulatory adherence and streamline compliance workflows for life insurance distribution.

**Key features:**

- Regulatory compliance workflow support
- Documentation and audit trail

*Target users:* Advisors, compliance officers, MGAs

### Sales Pipeline Management

Funnel tracking and opportunity management tools to support the insurance sales process from lead to close.

**Key features:**

- Pipeline funnel tracking
- Opportunity identification
- Lead generation integration

*Target users:* Life insurance advisors and sales teams

### White\-Label Platform

Customizable version of the LDA platform available for MGAs and insurance distributors to rebrand and offer to their advisor networks.

**Key features:**

- Custom branding and white\-label configuration
- Deployable to advisor distribution networks

*Target users:* MGAs, insurance distributors

## Category & focus

- Subcategories: Insurance Quoting, Policy Illustration, In\-Force Management, Sales Pipeline Management
- Insurance verticals: Life & Annuity
- Target customers: Agents/Agencies, MGAs/MGUs, Carriers

## Notable customers

- Manulife
- Empire Life
- Canada Life
- BMO Insurance
- IDC Worldsource
- Barrington

## Links

- Website: <https://lifedesignanalysis.com>
- Directory profile: <https://insurtechlist.com/companies/life-design-analysis/>
- Linkedin: <https://ca.linkedin.com/company/life-design-analysis>
- App login: <https://app.lifedesignanalysis.com/core/index/login>

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*Last updated: 2026\-05\-17*