US-based insurance and wealth management solutions provider Equisoft has entered a new partnership with Canadian sales and productivity platform Life Design Analysis (LDA).
The partnership aims to help financial advisors and managing general agents (MGAs) deliver customised solutions to their clients.
Under the collaboration, LDA will continue to use data from Equisoft’s newly acquired multi-carrier quoting tool, LifeGuide, to integrate product data.
LDA will also use LifeGuide to generate complete sales reports, concepts, and projections for advisors and MGAs.
LDA CEO Barry Crowther said: “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 utilise data to better serve their clients and enhance their businesses.”
Equisoft said that its partnership with LDA sets a new standard in the insurance and wealth management sectors, and benefits both advisors and their clients.
Its core solutions, Agency Management, CRM, financial planning, funds comparison tools, and multi-carrier research tools, are used by several advisors and MGAs in Canada.
LDA’s platform is used by all levels of the life insurance distribution chain, in partnership with Insurance Carriers, MGAs, AGAs, wealth management firms and independent advisors, said Equisoft.
Equisoft global alliances and acquisitions vice president François Levasseur said: “We recognise 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.”
LDA president and founder Charlie Conron said: “Our collaboration with Equisoft will continue to enable industry professionals to offer tailored solutions, boost productivity, and confidently assist more Canadians.”
