Dynamic Needs Analysis
A smarter way to grow your insurance practice with AI
DNA replaces repetitive workflows with an automated needs analysis, real-time reporting, and built-in compliance checks.
Every case moves smoothly from discovery to application.
4.5x Faster Throughput
17.5% More Coverage
5-minute Case Process
Let us introduce you to
Helix
Helix analyzes the client data you enter and converts it into meaningful insights.
It reviews the data you provide and turns it into a full picture of needs, risks, and priorities. It then ranks what is most important by criticality.
Helix goes beyond the numbers, helping you think through scenarios, plan next steps, and get clear answers so you can focus on conversations, not calculations.
Getting started
Setting up DNA is fast and easy
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Why Choose DNA
Built for advisors. Structured for clarity. Designed to move cases forward.
Understand Clients More Deeply
DNA standardizes client intake, removes manual data entry, and eliminates blind spots for a clear financial picture.
Produce Compliance Ready Reports in Minutes
Cut compliance time to minutes with data powered oversight that improves accuracy, speeds reviews, and strengthens MGA workflows.
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Instantly Identify Protection Gaps
Run intelligent needs analysis that ranks priorities, highlights shortfalls, and uncovers hidden opportunities.
Move Cases Into Underwriting Faster
DNA cuts prep time by 4.5x, boosts coverage by 10–20 percent, and drives cleaner submissions so more cases move forward.
“The clients were amazed. They loved how everything was broken out and how nice the reporting looked. It made the recommendation really easy to deliver. I used Helix to show the gaps, then sent the report in a PDF on our letterhead. They came back the same day and we were doing the apps right away. I’ve never had a sale turn around that easily.”
“I’ve been testing Helix inside Dynamic Needs Analysis, and I see genuine long term value for a growing organization. It’s not just the software, it’s the gap it fills for plan design support and advisor development.”
"I’ve been in the business 20 years and handle everything from small to very large premium cases. Most needs analysis software is too shallow for the kind of work I do. DNA feels built for real, complex insurance planning. It's a real deep needs structure done right.”
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Ready to use DNA?
Use DNA today and see instant results and satisfaction.