How To Load Your Clients in LDA

All your clients and policy data can be brought into LDA, without manual entry! This guide will show you the steps you need to follow to get your client and policy data in your LDA account.

Step 1: Requesting Client Data

LDA will make an Inforce Block of Business request, on your behalf, to all the insurance carriers. To start this process we need your advisor codes. 

To supply your advisor codes to the LDA team, fill in this form.

Start by entering the email address associated to your LDA account.

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Next, review the info and acknowledgments. Then select when you'd like the LDA team to provide an update on when the carrier data is uploaded.

Screen Shot 2024-07-10 at 2.28.02 PM Enter the requested information. TIP: provide an additional contact email to receive the data files and update when those files are updated.

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Once that information is provided, LDA will ask for your advisor code/codes for each carrier. 

Before selecting the submit button on the final page, make sure to review the unique instructions specific to certain carriers.

 

Step 2: Receiving and Providing Data to LDA

Once the form is completed, LDA will request the client and policy data for the carriers with an advisor code provided. Since you're the owner of the block of business, most carriers will send the data to you! The time it takes to receive the file varies by carrier. Please contact the LDA customer success team if you have questions about specific carriers.

The primary and secondary email addresses provided in the form will either receive a data file from the carrier or instructions on how to download it from the carrier's portals.

A direct data feed is available through your MGA. Speak to your MGA to ask them about LDA client and policy data feeds!

When you receive the data files, please send it to either;

Brandon: brandon.donkersgoed@lifedesignanalysis.com

Greg: greg.strybosch@lifedesignanalysis.com

Once the file is provided, our team will upload it to your LDA account within 3-5 business days.

Frequently Asked Question

Does LDA have any limitations on carriers?

No! We don't have any limitations on what carriers can be imported to your LDA account.

How does the information get updated?

There are 3 ways to update the policy data in LDA;

1. Use the "Mark as Sold" feature, to save a plan presented in an LDA presentation to the clients profile.

2. Every year, we can make a new inforce request and LDA will merge the data to prevent duplication. Contact LDA custom

3. Manual entry.

What file type do I need?

LDA requires a spreadsheet file to upload the data to your account. If the carrier provides a spreadsheet, you may need to either contact them or download a spreadsheet file from the advisor portal.