Life Design Analysis

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

Distribution & Sales Growth 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

At a Glance

Headquarters: London, Ontario, Canada
Employees: [Unknown]
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Insurance Quoting Policy Illustration In-Force Management Sales Pipeline Management
Insurance Verticals: Life & Annuity
Target Customers: Agents/Agencies, MGAs/MGUs, Carriers