We understand that adopting AI can feel like a big step... That's why we've answered the most common questions.
Dynamic Needs Analysis (DNA) is a comprehensive platform that fully automates the life insurance needs analysis process, from collecting client financial data to delivering personalized recommendations.
At its core, DNA is a sales tool designed to boost your conversion rates and help you confidently sell more complex policies and solutions.
- Newly licensed advisors looking for structure and support
- Financial advisors who want to add life insurance as a revenue stream
- Experienced life advisors who need to save time and focus on client relationships
- MGA leadership seeking visibility into advisor performance, compliance, and industry / business trends
- Follow the guided needs analysis and upload your client’s financial information (both quantitative and qualitative)
- Review your auto-generated, multi-page report summarizing your client’s financial position
- Receive expert-level AI support to identify gaps, uncover cross-selling opportunities, and build your recommendation and sales pitch
- Auto-generate all required compliance paperwork (e.g., Advisor Disclosure, Reasons Why letter, etc.)
Through this : increase your sales conversion rate, sell larger policies, and identify & close more cross-selling opportunities.
SIMPLE!
Most advisor tools are bloated, hard to use, or not made for life insurance.
At its core, DNA is dead easy to use and is :
1. Focused entirely on the needs analysis lifecycle
2. Built by advisors, for advisors (a 15+ year, 8-figure policy advisor)
3. Designed to eliminate admin time, not add to it
4. Constantly improving based off of gathered feedback
The report you get after entering your client’s financial data is visual, client-friendly, and built to support confident conversations.
Use graphs and charts to walk through their financial position, highlight coverage gaps, and explain complex recommendations with ease.
Need help framing the pitch? Our AI Advisor is like a seasoned pro on demand, ready to craft talking points, explain cash flow, and break down how IFAs and the CDA work in Canada.
