Advisors get a needs-analysis module bolted onto a financial-planning tool, never a platform built for life insurance itself. Two gaps follow from that.
Gap 01
Generic tools size one need at a time. Nothing builds the full risk picture for the household, so cases come out smaller than they should be.
Gap 02
There is no standard for advisors to follow on compliance. The advisor’s time is strained and the risk only increases.
Gap 01, closed. The needs analysis sizes every risk from the client's own numbers, and Helix builds one plan that covers all of them.
Risks
Solution A
Helix recommendationPolicies$2,940,000
Why Helix chose it
Why Helix chose it
Why Helix chose it
Why Helix chose it
Why Helix chose it
Helix suggests
One more thought
Needs covered
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Term 25 · $860,000Sarah
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Needs Analysis Report
Goals
Concerns
Solutions
Gap 02, closed. Compliance is a guided flow built for life insurance and generated from the client's own record, not a folder you keep on the side.
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.
FSRA examines life agents in Ontario and publishes what it finds.
Sources: FSRA market-conduct examinations; FSRA enforcement record, fiscal 2024-25.
The demand is already measured, and so is what it is worth. Every figure here carries its source.
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.
increase in premium per advisor, the documented lift when a complete needs analysis replaces single-need quoting.
Not one need at a time. The full household picture, in a single view.
The facts make the case, so the conversation shifts and the client leans in.
A branded, client-ready report supports every recommendation you make.
Source: LIMRA documented production-lift range across advisors using comprehensive needs analysis; figures illustrative.
“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.”
The operating system for life insurance advisors
Delivering clearer insights, stronger client confidence, and better advisory outcomes without added complexity.
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