Dynamic Needs Analysis

Overview

At Dynamic Needs Analysis (DNA), we are heavily updating the life insurance industry through a modern Client Data Platform tailored for life insurance advisors.

Our software streamlines client profile management, integrates an advanced language model for open-question insights and communication, and features built-in compliance metrics and checklists to ensure regulatory adherence wherever you are.

With DNA, advisors can make informed, data-driven decisions that enhance their relationships with the client and ultimately drive business growth.