Dynamic Needs Analysis
DNA
Don’t leave life insurance revenue on the table
Don’t leave life insurance revenue on the table
Don’t leave life insurance revenue on the table
Run a comprehensive life insurance needs analysis in minutes
Run a comprehensive life insurance needs analysis in minutes
Run a comprehensive life insurance needs analysis in minutes
Get Started
Get Started
Step 1
Step 1
Step 1
Upload Anything.
Get a Full Client Profile.
Upload Anything.
Get a Full Client Profile.
Upload Anything.
Get a Full Client Profile.
Drop in wills, shareholder agreements, meeting transcripts, or dictate notes. DNA's AI builds a complete profile automatically. No manual data entry.
Drop in wills, shareholder agreements, meeting transcripts, or dictate notes. DNA's AI builds a complete profile automatically. No manual data entry.
Drop in wills, shareholder agreements, meeting transcripts, or dictate notes. DNA's AI builds a complete profile automatically. No manual data entry.
Step 2
Step 2
Step 2
Identify and Size Client Risks. Close Every Gap.
Identify and Size Client Risks.
Close Every Gap.
Identify and Size Client Risks. Close Every Gap.
Walk through DNA's guided needs analysis that surfaces every gap, quantifies every need, and matches it to the right product. Nothing gets missed.
Walk through DNA's guided needs analysis that surfaces every gap, quantifies every need, and matches it to the right product. Nothing gets missed.
Walk through DNA's guided needs analysis that surfaces every gap, quantifies every need, and matches it to the right product. Nothing gets missed.
Step 3
Step 3
Step 3
Compliance Documentation.
Audit Ready.
Compliance Documentation.
Audit Ready.
Compliance Documentation.
Audit Ready.
Audit-ready reports generated instantly from your analysis. Use our gold standard templates or upload your own. Never scramble before an audit again.
Audit-ready reports generated instantly from your analysis. Use our gold standard templates or upload your own. Never scramble before an audit again.
Audit-ready reports generated instantly from your analysis. Use our gold standard templates or upload your own. Never scramble before an audit again.
Let's get you set up with DNA
A few quick questions so we can match you to the right experience
A few quick questions so we can match you to the right experience
A few quick questions so we can match you to the right experience
I like that Helix can sense-check my reasoning and pull everything together from docs and notes.
I like that Helix can sense-check my reasoning and pull everything together from docs and notes.
Dylan S.
Dylan S.
SPM Financial
SPM Financial
Built for Advisors
Backed by Results
The #1 modern needs analysis tool
Delivering clearer insights, stronger client confidence, and better advisory outcomes without added complexity.
Built for Advisors
Backed by Results
The #1 modern needs analysis tool
Delivering clearer insights, stronger client confidence, and better advisory outcomes without added complexity.
Built for Advisors
Backed by Results
The #1 modern needs analysis tool
Delivering clearer insights, stronger client confidence, and better advisory outcomes without added complexity.