John & Sarah Smith
Completed today
Needs Analysis Report
Total insurance need
$2,935,000
Purpose
Risks
Nobody got into advising to fill out forms, so DNA doesn't make you. Hand it a document the client already has, at intake or anywhere mid-case, and it pulls the details into the file for you.
Net Worth Statement.pdf
Assets
Debts
DNA reads what the client already has and fills the profile, so you start from filled-in, not blank. Type things in yourself only if you prefer to.
Not just onboarding. Drop in a new statement or policy mid-case and DNA surfaces what it finds straight into the file.
Statements, policies, spreadsheets, a photo from a phone. DNA sorts each into the file and flags anything it is unsure about for your review.
The 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.
The operating system for life insurance advisors
Delivering clearer insights, stronger client confidence, and better advisory outcomes without added complexity.
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