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Built for the way advisors work.
Needs analysis hasn’t kept pace with modern advisory work. DNA replaces spreadsheets and static forms with a structured workflow that captures goals, surfaces gaps, and documents recommendations, helping advisors move cases forward with confidence.
Our story.
We’ve seen firsthand how needs analysis is handled today, with spreadsheets, paper, and tools that haven’t evolved. We’ve set out to change that.
DNA is built by a team with deep experience in insurance distribution and advisory workflows.
Our focus is simple: we want to help advisors do better needs analysis more consistently and with less friction. DNA turns needs analysis into a guided workflow that captures goals, surfaces gaps, and produces a client-ready, compliant recommendation summary in minutes.
DNA is built by a team with deep experience in insurance distribution and advisory workflows.
Our focus is simple: we want to help advisors do better needs analysis more consistently and with less friction. DNA turns needs analysis into a guided workflow that captures goals, surfaces gaps, and produces a client-ready, compliant recommendation summary in minutes.
Jeremy Reinbolt
Founder & Chief Executive Officer
The vision behind DNA.
Jeremy Reinbolt founded Dynamic Needs Analysis after 15 years in the life insurance industry, where he saw how misunderstood and under-utilized life insurance was and how far behind the industry is on technology.
Driven by a belief that advisors should spend more time with families and less time in spreadsheets, he built DNA to close that gap.
Under his leadership, DNA helps advisors deliver deeper needs analysis, stronger compliance, and better client service, while freeing them to focus on real conversations and long-term relationships.
Modern needs analysis.
Built for advisors.
Replace spreadsheets and outdated tools with DNA. Try it on real cases.
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