+Manual

Note: Manual functionality is generally required in specific scenarios, as LDA is integrated with LifeGuide for most product types. If you have a LifeGuide subscription, please contact us for information about your exclusive discount. Manual input is used for certain cases such as specific term insurance, non-participating whole life, some critical illness, or for products not found in the standard dropdown menus.

Using the Manual Function

Access the Manual Functionality:

• Click on the "Plus Manual" icon in the LDA platform to manually add a plan.

Choose the Appropriate Product Type:

• Manual functionality covers various product types, including term insurance, non-participating whole life, basic power whole life, and critical illness.

Creating a Case Plan

Start by Selecting the Term Length:

• Choose the term length, e.g., Term 10, to create a case plan.

Fill Out the Case Plan Form:

• You can customize the name and add a description for this product.
• Enter the initial premium and the guaranteed renewable schedule for every 10 years or according to the selected term.

Enter Plan Details:

• Provide details like issue date, renewable and convertible age, policy number, and insurance benefit amount.
• You can save this plan to the client file by checking the "Save as a policy" option or click "Save" to load it into the design case page.

Once you've saved the plan, it will appear in the design case page, ready for further use.

Adding Term Options

The manual functionality also allows you to add term options other than the standard increments. You can do this by renaming the plan in the "Edit Plan" section.

Adding Whole Life/ Universal Life Data

1. If you have spreadsheet data, choose the "Paste Spreadsheet Data" option.

1. Copy data from your spreadsheet for columns such as premium, cash value (if applicable), and insurance benefit.
2. Paste the data into LDA's corresponding text boxes.

1. Click "Upload" to finalize the data input.

Review and Generate the Report

1. After inputting plan details or copying spreadsheet data, you can review the plan information.
2. Generate a report to visualize and summarize the manually added plans.

Important: The look and feel of manually added plans will be consistent with those created using LifeGuide functionality or imported from spreadsheets. The report will display the plan details, including the initial premium and the guaranteed renewable schedule. You can also observe the yearly renewals and premium schedules. The summary section will provide a comprehensive overview of the manually added plan.

The manual functionality in LDA is a versatile tool for inputting plans that may not be covered by the standard integration or import methods, allowing you to create a comprehensive case presentation tailored to your client's specific insurance needs.