Digital sales tool aims to empower independent advisors
PPI AmpLiFi, powered by Life Design Analysis, helps advisors maximize the opportunities in their existing business, and identify new leads
TORONTO, ON – Independent advisors affiliated with PPI, a national insurance marketing firm, have been introduced to a new digital sales tool throughout 2022. Software developer Life Design Analysis (LDA) and PPI have launched AmpLiFi – a simple, yet powerful in-force policy management and presentation tool.
“The companies teamed up to deliver this customized, easy-to-use, enhanced version of our online, ground-breaking LDA subscription software package. It is available to qualifying PPI advisors at no cost to them,” said Charlie Conron, Founder and President at LDA, “and comes populated by PPI with the advisor’s in-force policy information from major carriers, refreshed monthly, as well as other proprietary custom features.”
AmpLiFi helps advisors automatically identify opportunities within their existing policies, and then create and share tailored, compliant client presentations, and track engagement. “The PPI version has custom presentations and calculators, and a ‘Get a Quote’ button that advisors can add to their website or their own branded version of PPI’s client-friendly blog,” said Cathy Hiscott, EVP of Strategic Innovation and Finance at PPI. “We not only provide technology to help advisors efficiently run and grow their practice, we also have a team of digital sales enablement experts who work with advisors and their teams to use our suite of tools.”
“AmpLiFi is just one of the tools in PPI’s larger Stratosphere platform,” added Jim Virtue, PPI’s President and CEO. “Stratosphere is a curated collection of digital sales tools for prospecting, analysis, and presentations, for both insurance and investments. Some of our tools are developed in-house, some we have searched out in the marketplace, and some – like AmpLiFi – bring advisors the best of both. We are already linking the data back and forth between our various tools, with plans to make this critical function even more robust. As the tools begin to work together with smart two-way connections, we believe the impact on our advisors’ practices will be quite significant.”
About Life Design Analysis
Life Design Analysis (LDA) is a trusted partner to the life insurance industry. LDA provides leading insurance sales, productivity, business insights and book of business tools. The LDA platform supports insurance advisors, distributors, and carriers with dynamic quoting capabilities, while also identifying servicing and sales opportunities for existing clients.
About PPI
PPI connects advisors and their clients with what they need to achieve leading-edge financial solutions. As an insurance marketing organization, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Since 1978, PPI has delivered the calibre of estate planning and technical support for advisors that helps Canadians to plan ahead for a secure future.Media Contacts
Darryl HowardVice-President, Product Solutions
Life Design Analysis
855-268-2255
darryl.howard@lifedesignanalysis.com
www.lifedesignanalysis.com
Barbara Elder
Executive Vice-President, Advisor and Employee Experience
PPI
1-888-887-3892 | 416-915-2940
belder@ppi.ca
www.ppi.ca
