Don’t pay for tools you hardly use. DNA handles needs analysis, compliance, and workflow automation for life insurance advisors, so you can boost policy size, increase conversion rates, and grow revenue.
Streamline your needs analysis with a guided, automated workflow that boosts client value and drives revenue.
Simplify complex policies for your clients and unlock new opportunities to expand your service offerings.
Accelerate your workflow with an automated needs analysis that delivers a comprehensive report in minutes, not hours.
Smart automation
DNA automates the entire needs analysis process, from client data entry to insurable need recommendation. No spreadsheets, no bottlenecks. With smart automation and a clean interface, every step is frictionless, so you as the advisor can spend less time on admin and more time providing advice to your clients.
Visual insights
Generate clear, advisor-ready reports that highlight client insights and coverage gaps. They're designed to simplify conversations and improve your conversion rate.
Compliance ready
Compliance is handled automatically in the background so you stay aligned with regulations without extra work or oversight.
Expert intelligence
Your seasoned AI advisor, built right into DNA. It analyzes client data alongside gold-standard practices and documentation to help you build the perfect recommendation. From tailored advice to sharp talking points, it’s like having a seasoned expert in your corner, anytime you need it.
Analytics powered
Stay on track with DNA’s guided needs analysis workflow. DNA walks you through exactly what to collect, ensuring no critical client data gets missed. Upload documents seamlessly, capture the right details, and surface every insurable need clearly and confidently. It’s everything you need to get it right the first time.
Secure by design
DNA keeps client data safe with built-in, end-to-end protection. Every step of the process is secure by design so you can focus on advice, not risk.
Smart automation
DNA automates the entire needs analysis process, from client data entry to insurable need recommendation. No spreadsheets, no bottlenecks. With smart automation and a clean interface, every step is frictionless, so you as the advisor can spend less time on admin and more time providing advice to your clients.
Visual insights
Generate clear, advisor-ready reports that highlight client insights and coverage gaps. They're designed to simplify conversations and improve your conversion rate.
Compliance ready
Compliance is handled automatically in the background so you stay aligned with regulations without extra work or oversight.
Expert intelligence
Your seasoned AI advisor, built right into DNA. It analyzes client data alongside gold-standard practices and documentation to help you build the perfect recommendation. From tailored advice to sharp talking points, it’s like having a seasoned expert in your corner, anytime you need it.
Analytics powered
Stay on track with DNA’s guided needs analysis workflow. DNA walks you through exactly what to collect, ensuring no critical client data gets missed. Upload documents seamlessly, capture the right details, and surface every insurable need clearly and confidently. It’s everything you need to get it right the first time.
Secure by design
DNA keeps client data safe with built-in, end-to-end protection. Every step of the process is secure by design so you can focus on advice, not risk.
Teams waste time juggling disconnected tools, re-entering data, and struggling with clunky software that creates frustration instead of clarity.
Switching between multiple tools for basic tasks
Re-entering the same client data again and again
Bloated complex software with steep learning curves
Multiple tools with low usage and high unnecessary cost
DNA brings everything together in a modern, cohesive experience that saves time, enhances client engagement, and delivers clear, intuitive visualizations.
One simplified needs analysis workflow, no switching required
Enter client info once and use it across the entire process
Consistent, seamless experiences for every client interaction
Visual reports that simplify complex policies and close sales
Setting up DNA is fast and easy. Follow these steps and you’re ready to grow your practice.
Dynamic Needs Analysis is fully web-based, with no implementation required. Simply sign up with your email and start using the tool right away.
Walk through our step-by-step information collection process in order to migrate all of your client details over to DNA.
Run instant needs analyses, identify gaps in coverage, and generate compliance-ready reports in minutes.
“The deep commitment of Dynamic Needs Analysis (DNA) is to continually develop the tools I wish I had when I started in the life insurance industry 15 years ago, and the technology I need today to make the greatest impact to those I serve.
Life insurance is often misunderstood. I see that not as a problem, but as an immense opportunity for integrity-driven advisors to lead with transparency, education, and value. This industry has profoundly shaped my life and the lives of my clients in ways I never anticipated. It’s a space full of stability, impact, and purpose all revolving around a selfless investment vehicle.
Whether you’re a seasoned, life-focused advisor or a portfolio manager exploring how to bring more value to your clients, DNA is designed to help without sacrificing your most valuable asset: time.
At its core, Dynamic Needs Analysis is built to serve the consumer, because when the individual client is truly served, advisors thrive.
If that resonates with you, you’re in the right place. ”
CIM, CLU
Founder & CEO
Dynamic Needs Analysis
CIM, CLU
Founder & CEO
Dynamic Needs Analysis
/ month
Get started today with all you need to optimize your client's financial planning and insurance needs
Unlimited Clients
AI Insurance Advisor
Realtime Dashboard Analytics
Premium Support
Contact our sales team for more information on what we can offer you and your team
Unlimited Clients
White-labeled Product
Dedicated Onboarding & Support
Custom Pricing Packages
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.
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:
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.
Reach out to hear about the DNA workflow so you can take your corporation to the next level.
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