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The future of needs analysis. Built for elite advisors.
A complete needs analysis workflow in minutes.
I've sold more insurance using DNA in the last three weeks than I did in the last three months. It pisses me off I didn't use it earlier.
Tyler M.
“Most of my work is repeatable, but complex referral cases make me switch gears. This tool helps me structure those cases properly. I like that Helix can sense-check my reasoning and pull everything together from docs and notes. It saves me hunting for old info.”
Dylan S.
“I’ve been testing Helix inside DNA, and I see long-term value. It’s not just the software, it’s the gap it fills: consistent plan-design guidance, a centralized place to learn, and support when uplines aren’t available. It helps advisors move faster with confidence.”
Karin M.
"I've been in the business for 20 years and handle everything from small to very large premium cases. Most needs analysis software is too shallow for the kind of work I do. DNA feels built for real, complex insurance planning. It's a real deep needs structure done right."
Hans-Michael S.
Modern needs analysis.
Built for advisors.
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