Critical Illness, Disability, and Life Insurance Needs Analysis Software

We help Insurance Advisors grow into holistic planners, starting with what they know best—insurance needs. Built with best practices, the software helps Advisors confidently provide compliance-first recommendations that illustrate how insurance needs change over time through transparent, easy-to-understand visuals. Save 5-10 hours per plan by efficiently generating comprehensive scenarios that allow you to deliver transparent, personalized financial advice while strengthening existing client relationships through exceptional service.

Our critical illness, disability, and life insurance needs analysis software is fast, clear, and built around best practices. With data-driven calculations that are highly personalized to include individual needs, it’s easy to run multiple scenarios, model existing and proposed insurance coverage, and help your clients to see how their insurance needs evolve and change over time. 

This helps Advisors translate short-term and long-term insurance needs into appropriate product recommendations, such as staggered term coverages for immediate needs and permanent solutions for long-term needs, allowing clients to make informed decisions based on your transparent and data-driven advice.

Snap’s disability, critical Illness, and life insurance needs analysis reports are professional and will stand up to scrutiny while building trust. The compliance-first outputs help you build stronger client relationships by providing straightforward documentation that details what was discussed, including assumptions and variables. When clients can see their lives modelled accurately, they recognize that your recommendations are about meeting their personal needs, not selling a product. 

Snap is built for Advisors who want to do more without getting bogged down in complexity. Giving your clients straightforward financial analyses with actionable insights will make them more likely to follow your advice and recommend your services to others as they experience the benefits of working with you. Our industry-leading customer support will build your confidence, helping you apply best practices and work efficiently, allowing you to do more in less time. 

Snap Projections’ financial planning software includes comprehensive Life insurance needs analysis capabilities to help Advisors create clear, client-friendly recommendations. This allows you to calculate personalized coverage requirements based on income replacement needs, debt obligations, and future expenses. Clients can easily understand the rationale behind your recommendations, building trust in your abilities to offer sound advice.

Snap Projections’ Critical illness insurance needs analysis provides Advisors with a quick, practical tool to support straightforward insurance discussions clients can easily follow. The module illustrates how income replacement needs impact total coverage requirements for both spouses, recognizing that a non-critical ill spouse might need time off to support their partner. Advisors can explicitly communicate important obligations being considered, including medical bills, rehabilitation expenses, and home modification costs. The analysis clearly shows how existing coverage or assets might impact the additional insurance required, strengthening client understanding and confidence in your recommendations.

Snap Projections’ Disability insurance needs analysis offers a quick, practical and flexible tool to support straightforward insurance discussions that clients can relate to and easily follow. The module clearly illustrates how much income needs to be replaced on an annual basis if a client becomes disabled. Advisors can explicitly communicate how existing coverage might impact the additional insurance required, providing evidence-based support for recommendations while keeping conversations focused on client needs. This transparent approach helps clients understand the reasoning behind suggested coverage amounts.