Don’t pay for tools you hardly use. DNA handles needs analysis, compliance, and workflow automation for life insurance advisors, so you can boost policy size, increase conversion rates, and grow revenue.
Increased Revenue
Streamline your needs analysis with a guided, automated workflow that boosts client value and drives revenue.
Empowered by AI
Simplify complex policies for your clients and unlock new opportunities to expand your service offerings.
Speed to Analysis
Accelerate your workflow with an automated needs analysis that delivers a comprehensive report in minutes, not hours.
There’s a better way to sell life insurance
Without DNA
Teams waste time juggling disconnected tools, re-entering data, and struggling with clunky software that creates frustration instead of clarity.
- Switching between multiple tools for basic tasks
- Re-entering the same client data again and again
- Bloated complex software with steep learning curves
- Multiple tools with low usage and high unnecessary cost
With DNA
DNA brings everything together in a modern, cohesive experience that saves time, enhances client engagement, and delivers clear, intuitive visualizations.
- One simplified needs analysis workflow, no switching required
- Enter client info once and use it across the entire process
- Consistent, seamless experiences for every client interaction
- Visual reports that simplify complex policies and close sales
Getting started
Setting up DNA is fast and easy. Follow these steps and you’re ready to grow your practice.
Create your account
Dynamic Needs Analysis is fully web-based, with no implementation required. Simply sign up with your email and start using the tool right away.
Add your clients
Walk through our step-by-step information collection process in order to migrate all of your client details over to DNA.
You're set!
Run instant needs analyses, identify gaps in coverage, and generate compliance-ready reports in minutes.
“The deep commitment of Dynamic Needs Analysis (DNA) is to continually develop the tools I wish I had when I started in the life insurance industry 15 years ago, and the technology I need today to make the greatest impact to those I serve.
Life insurance is often misunderstood. I see that not as a problem, but as an immense opportunity for integrity-driven advisors to lead with transparency, education, and value. This industry has profoundly shaped my life and the lives of my clients in ways I never anticipated. It’s a space full of stability, impact, and purpose all revolving around a selfless investment vehicle.
Whether you’re a seasoned, life-focused advisor or a portfolio manager exploring how to bring more value to your clients, DNA is designed to help without sacrificing your most valuable asset: time.
At its core, Dynamic Needs Analysis is built to serve the consumer, because when the individual client is truly served, advisors thrive.
If that resonates with you, you’re in the right place. ”
DNA Pricing Packages to Grow Your Business
Professional
$100/ month
Get started today with all you need to optimize your client's financial planning and insurance needs
- Unlimited Clients
- AI Insurance Advisor
- Realtime Dashboard Analytics
- Premium Support
Enterprise
Custom
Contact our sales team for more information on what we can offer you and your team
- Unlimited Clients
- White-labeled Product
- Dedicated Onboarding & Support
- Custom Pricing Packages
See how DNA can help you
Reach out to hear about the DNA workflow so you can take your corporation to the next level .
