TrustRadius

Life Design Analysis

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Life Design Analysis
Score 9.0 out of 10
N/A
Life Design Analysis is a life insurance sales enablement software. It is designed to help insurance agencies present and sell policy options to potential customers. Life Design Analysis has the capability to create reports comparing different policies and make presentations from them. It also includes client and policy management features and policy automation. There is an add-on intended to help with lead generation.
$30.42
per month
Pricing
Life Design Analysis
Editions & Modules
Basic
$30.42
per month
Pro
$46.21
per month
Elite
$61.87
per month
Premier
$77.54
per month
Offerings
Pricing Offerings
Life Design Analysis
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
Community Pulse
Life Design Analysis
User Ratings
Life Design Analysis
Likelihood to Recommend
9.0
(0 ratings)
User Testimonials
Life Design Analysis
Likelihood to Recommend
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.
Samantha Forbes | TrustRadius Reviewer
Samantha Forbes
Executive Assistant Office Manager
Read full review
Pros
  • Comparisons
  • Quotes
  • Needs Analysis
  • Policy notifications for updates, renewals, anniversary dates
  • Online client presentations
  • In Force policy automation
  • Lead Generation
Samantha Forbes | TrustRadius Reviewer
Samantha Forbes
Executive Assistant Office Manager
Read full review
Cons
  • 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.
Samantha Forbes | TrustRadius Reviewer
Samantha Forbes
Executive Assistant Office Manager
Read full review
Alternatives Considered
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.
Samantha Forbes | TrustRadius Reviewer
Samantha Forbes
Executive Assistant Office Manager
Read full review
Return on Investment
  • This software has paid for itself many times over
  • Has doubled conversion rates
  • It has upped our financial planning game
Samantha Forbes | TrustRadius Reviewer
Samantha Forbes
Executive Assistant Office Manager
Read full review
ScreenShots