The operating system for life insurance advisors.
DNA turns client data into a complete risk profile, with the right products and strategies to match, tracked through a fully automated compliance process built to withstand any audit.
A complete needs analysis workflow in minutes.
DNA brings together client financials and goals, uncovers coverage gaps, and delivers clear, advisor-ready recommendations. Usually 2 to 3 minutes.
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Every risk, surfaced and sized
DNA reads the client’s financials and surfaces each risk with a suggested coverage amount. Open any one to see the math or change the number.
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Strategies, drafted for you
Helix drafts a starting strategy for the risks you confirmed. Adjust the product mix, or build your own to present options.
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A report that stays current
Get a clean overview and a client-ready report. Change anything and the report reflects your latest edits.
The intelligence layer inside DNA.
Helix reads the whole client picture and sense-checks your reasoning, then pulls together documents and notes so your recommendation holds up.
Compliance that keeps up with you.
The compliance file builds itself as you work. By the time the plan is done, the file is audit-ready, paperwork and all.
- Every required document generated from the client profile
- Built-in e-signature, with each signer tracked to completion
- An audit trail that timestamps every action on the file
- One compliant package to download when the file is done
Built from the Delgado client profile
The premium is already in your book.
See how DNA makes you more productive4 in 10
families would face financial hardship within six months of losing an income, and most have never had that gap measured.
4 in 5
Canadians admit they know little about life insurance, so they rely on an advisor to make the call, and remember who made it clear.
$3M to $5M
in new premium per $100M AUM over three to five years, from clients already in your book, with no new prospecting.
Sources: LIMRA & Life Happens, 2023 Canadian Insurance Barometer Study; DNA enterprise revenue modelling.
A four-field form isn't a needs analysis.
Quick tools capture a few numbers and stop. DNA does the work a real recommendation needs.
Client profile
A few numbers, typed in by hand
Built from the client's own files
Risk coverage
One rough estimate of the need
Every risk surfaced and sized in one view
Documents & Reports
Written up by hand, after the fact
Drafted for you as you go
Compliance file
A separate, manual task
Built automatically, with an audit trail
What advisors are saying.
“I like that Helix can sense-check my reasoning and pull everything together from docs and notes.”
Dylan S. SPM Financial “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.”
Tyler M. iA Investia Financial Services Inc. “I’ve been testing Helix inside DNA, and I see long-term value. It’s not just the software, it’s the gap it fills: consistent plan-design guidance, a centralized place to learn, and support when uplines aren’t available. It helps advisors move faster with confidence.”
Karin M. Experior Financial Group “I’ve been in the business for 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.”
Hans-Michael S. Spendwell Financial Inc. The standard we hold the application to.
DNA handles sensitive client information, so the application is built and run to meet recognized security and privacy standards. We keep the proof current.
See the trust centerSOC 2
Independently audited security controls
Security controls audited against the SOC 2 framework and monitored continuously, so the bar holds over time, not just on the day of the report.
- Canadian data residency, by design
- PIPEDA compliant
- Encrypted in transit and at rest
Run a case. See the gap.
The #1 modern needs analysis tool
Delivering clearer insights, stronger client confidence, and better advisory outcomes without added complexity.