Insurance and wealth management solutions provider Equisoft has partnered with Life Design Analysis (LDA), a cloud-based sales and productivity solution designed to enhance the capabilities of financial advisors and managing general agents.
LDA’s advanced platform will continue utilizing data from LifeGuide, the multi-carrier quoting tool recently acquired by Equisoft, to integrate product data and generate detailed sales reports, concepts, and projections for advisors and MGAs.
Barry Crowther, chief executive of LDA, commented: “Through this collaboration, we’re excited to continue to provide advisors and MGAs with a powerful platform that seamlessly integrates LifeGuide’s robust data capabilities.
“Our new partnership with Equisoft is a cornerstone of trust and a commitment to the life insurance industry. Together, we’re revolutionizing the way advisors access and utilize data to better serve their clients and enhance their businesses.”
Equisoft’s vice president of global alliances & acquisitions François Levasseur, meanwhile, stated: “We recognize the importance of creating an ecosystem of partners that will contribute to driving industry-wide growth and innovation.
“Equisoft’s commitment to supporting and integrating with solution providers like LDA ensures advisors and MGAs have access to cutting-edge tools, enabling them to deliver exceptional client service and drive significant business growth.”
Charlie Conron, president and founder of LDA, highlighted their keenness to build on the relationship that was formed with LifeGuide nearly a decade ago.
“Our collaboration with Equisoft will continue to enable industry professionals to offer tailored solutions, boost productivity, and confidently assist more Canadians,” Conron said. “Together, we look forward to enhancing the functionality our advisors rely on and introducing new innovations to our platform.”
Equisoft’s suite of core solutions includes agency management, customer relationship management, financial planning, funds comparison tools, and multi-carrier insurance research tools, while LDA’s platform is used across the life insurance distribution chain.
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