Built to help you protect
Smith Household
Assets
Add AssetEntities
Add EntityDebts
Add DebtDNASmith Household
Assets
Add AssetThe needs analysis reads the client's financials and sizes every risk against them. The gap is on screen before the conversation starts.
Risks
Total identified need
$2,935,000
Solutions
ComprehensiveComprehensive coverage
$2,950,000
EssentialEssential coverage
$2,650,000
Needs Analysis Report
Goals
Concerns
Solutions
Helix is the part of DNA that does the reading, the drafting and the arithmetic. Some of it you ask for. Some of it is already done by the time you get there.
Estimate the tax owing on this client's assets at death
Ask it a question, hand it a statement to read, come back three messages later and pick up where you left off. When something on the file needs changing, say so and it drafts the edit for you to approve, adjust or turn down.
Chatting with HelixMeeting notes
Statement.pdf
Needs analysis
Write a note and Helix cleans it up. Upload a statement and it has already read it. Start a document and it drafts the narrative. Each of those knows the client it is working on.
How Helix reads your documentsHelix reads the whole client picture. Ask what Alex's brother does for a living and it works out who you mean from the household on the file. Ask about a mortgage statement by name and it answers from inside that document.
Meet HelixCompliance is a guided flow, not a folder you keep. The documents are generated from the client's own record, signed virtually without leaving DNA, and filed back into one audit package you can hand over on request.
Open a case and the paperwork is already drafted from the record you built when you took the client on. You are reviewing and approving, not starting from a blank page.
Fact Find
DraftPersonal profile
Assets
Debts
Beneficiaries
Existing coverage
E-signature is part of the file, so there is no printing, no scanning and no second tool to pay for. Your client gets a secure link and signs on a phone if that is what they have to hand, with no account to create. The signed copy and its signature certificate land back on the file on their own.
Everything completed on the file downloads as one audit package, each signed document with its signature certificate beside it. The file also names what is not on it yet, so you find out what is outstanding from your own dashboard rather than from the person reviewing you.
Practice growth without new prospecting. The clients whose files you already hold.
4 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.
Three steps to your first case, and the Starter plan is $0/mo to get you going.
01
The Starter plan covers your first three clients, so there is room to run a real case. No card to enter, and nothing to install.
02
Drop in their documents and DNA pulls the financials into the file for you.
03
Usually two to three minutes later you have every risk sized and a client-ready report.
“This software provides a professional second opinion with recommendations, adding value to my advisory practice and enhancing the client experience. Imagine having an assistant that can out-think and out-produce a human for a fraction of the cost. It is a total game changer.”
“Once you have the client fully inputted, reasons-why letter, compliance docs, everything, that saves you another two or three hours right there of just writing that. Everything goes to the insurer already prepared, nice and neat. You’ve got all the docs. You’re on to the next case.”
“I believe it is unique to the industry and a time saver. Constant improvements and listening to the feedback are also unique.”
“I recommend DNA to colleagues. I believe it will develop into the future gold standard for our industry.”
“Very user-friendly software, more time efficient in preparing the analysis.”
DNA handles sensitive client information, so we hold the application to a standard we can prove: audited by an independent third party, and kept current.
The operating system for life insurance advisors
Delivering clearer insights, stronger client confidence, and better advisory outcomes without added complexity.
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