Life Design Analysis (LDA) and VirtGate have announced a data collaboration alliance to integrate their respective technology platforms.
With this partnership, LDA, a provider of web-based insurance sales, presentation and policy management tools, will have a gateway to VirtGate, a back-office insurance and wealth management system for managing general agencies.
This partnership will allow VirtGate's client and account data to be synchronized with the LDA platform. Advisors will be able to access their data within the platform without having to enter account information manually.
“By integrating with the VirtGate platform, we are giving advisors the opportunity to leverage data, improve service to their clients, and provide higher quality presentations and ultimately better advice,”said Barry Crowther, CEO of LDA in an announcement this week.
“Collaborating with innovative solutions like LDA to ensure advisors can get the most out of the VirtGate platform is key for our business,” says Tim Fitzpatrick, President of VirtGate. “We operate in an ecosystem of tools that service clients, and LDA shares our goal of providing enhanced capabilities for our shared customers.”