Account Settings

In this user manual, we will guide you through the account setup process within Life Design Analysis (LDA). Setting up your account is essential to tailor the platform to your needs and preferences.

Access Account Settings:

• Hover your cursor over the "Welcome" text and your name on the top right of the screen.
• Select the "Account Settings" option from the dropdown menu.

Branding Tab

In the "Branding" tab, you can customize your LDA report:

• Choose a picture file to act as your logo on the cover page.

• Select different template settings for the cover page and accompanying pages.

• Add a custom mission statement and disclaimer.

• Provide your personal contact information, including your website.

These details will appear on the reports you share with your clients.

Default Report Components:

Choose default report components or page options that will be selected automatically when generating a new insurance report.

Custom Color Scheme

• To set a custom color scheme, ensure your color scheme is set to "Custom."

• Choose custom colors by entering specific hex numbers for various elements in the report, including charts.

Save Changes

Scroll down to the bottom of the page and click "Save and Continue" to apply the changes to your account.

System Tab

Notification Preferences:

In the "System" tab, you can configure notification preferences:

Choose how often you receive emails from LDA regarding unread notifications in your account (daily, weekly, or never).

Select the types of notifications you want to receive or deselect those you don't need.

Life Guide Tab

Preferred Companies List:

In the "Life Guide" tab, focus on the "Preferred Companies List."

Check off the carriers you prefer to see in a market survey, which will become your default carrier filter within the program.

Save Changes:

Click "Save and Continue" to confirm and lock in your preferred companies list.

Importing Clients

Retrieve Client Information:

For new Premier subscribers, the setup process includes importing your insurance client listing.

Request Clients:

Go to the "Import Client" section.

Find the "Request Clients" option, typically located near the bottom of the page, listing major carriers across Canada.

Enter Advisor Code:

• Enter your name and email address.
• Input the advisor code or codes you have with the carrier.
• Check the box to grant permission for LDA to email the carrier on your behalf.
• Click "Send."

Receive Client Data:

The carrier will typically send the client data to you within two to ten business days in a spreadsheet file.

Import Client Data:

Once you receive the client and policy information, send it to the LDA team for importing into your account.

 

Note: The process of importing client data is specifically for Premier subscribers.

After completing the setup process for each carrier, your clients will be available in the "Manage Client" section, making it easier to manage your insurance business within LDA.