This will guide you through navigation of LDA and how to access and utilize Notifications
Navigating the Home Screen
When you log into LDA, you'll arrive at the home screen or dashboard. Here, you can access all the features and functions within the platform.
- The central area of the screen provides main options.
- You can easily navigate to various sections from the home screen.
- Use the quick menu on the left hand side as well
Creating and Managing Insurance Cases
Creating insurance cases is a fundamental step in LDA. You can create cases for existing clients or new prospects.
- Use the "Add New Case" option to create insurance cases.
- Cases are organized under "Manage Cases" for easy access and organization.
Managing Clients and Policy Data
All client and policy data is stored in the "Manage Clients" section. This is your go-to place to find opportunities, client information, or specific policy types.
- Easily locate client information and policy data under "Manage Clients."
- Access client profiles and policy details.
Importing Client Information
Use the "Import Clients" section to load insurance block business files or make enforce block of business requests with major carriers across Canada.
- Streamline the process of importing client information.
- Expedite access to client files.
- To learn more about how our team can take care of this process, please contact our team!
Managing Organizations and Groups
For managers or business owners, the "Organizations" section allows you to monitor your team's activity within LDA. You can also use "Groups" to collaborate on cases and clients.
- Keep track of team activity through organizations.
- Collaborate effectively by sharing cases and clients in groups.
Accessing Needs Analysis
The "Needs Analysis" tool, both personal and business, is accessible from the home screen. It helps in determining insurance needs.
- Easily access the needs analysis tool to calculate client insurance needs.
Using Shortcuts
Shortcut icons on the right-hand side provide quick access to essential features, making navigation more efficient.
- Utilize shortcut icons for tasks like generating reports or accessing the last case you were working on.
Accessing User Account and Support
Your user account settings, including subscription details, can be accessed under "Welcome" at the top of the page. The "Help Center" provides step-by-step guides and video resources.
- Update your user account settings and subscription details.
- Access comprehensive help resources and support through the "Help Center."
Managing Notifications
Managing notifications is crucial for staying informed within LDA. You can filter notifications and adjust your notification preferences.
- Use the "Show All" option to filter notifications by type.
- Mass update notifications for efficient management.
- Adjust notification preferences in your account settings.
