What does DNA actually do?

• Follow the guided needs analysis and upload your client’s financial information (both quantitative and qualitative)
• Review your auto-generated, multi-page report summarizing your client’s financial position
• Receive expert-level AI support to identify gaps, uncover cross-selling opportunities, and build your recommendation and sales pitch
• Auto-generate all required compliance paperwork (e.g., Advisor Disclosure, Reasons Why letter, etc.)

Through this: increase your sales conversion rate, sell larger policies, and identify & close more cross-selling opportunities.