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LIMRA's Compass Programs

Explore your product buyer data and uncover sales and distribution patterns to help predict sales outcomes using LIMRA’s in-depth LifeCompassTM and AnnuityCompassTM database platforms.

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Answer Business Questions Quickly

Leverage the power of the industry’s premier databases to get accurate, targeted market intelligence on new and in-force policies and contracts. These state-of-the-art online systems put the controls in your hands to mine, filter, and analyze data anytime, anywhere. 

  • Analyze the current state of the market
  • Identify opportunities for growth
  • Improve distribution strategies
  • Manage risk more effectively

Expand Sales, Marketing, and Competitive Intelligence

  • Analyze product trends more precisely
  • Assess changing buyer demographics to identify sales opportunities
  • Track effectiveness of marketing and sales campaigns
  • Benchmark performance using regional results
  • Compare sales against peer companies to understand gaps and opportunities
  • Create customized territories to evaluate your sales penetration

Enhance Product Development Intelligence

  • View buyer profiles by specific product type(s) or feature(s) 
  • Make product decisions more swiftly and accurately
  • Analyze product trends more precisely
  • Measure the success of new products and marketing campaigns 
  • Identify current and future market opportunities

Track Distribution Developments

  • Determine channel penetration and areas for expansion
  • Benchmark firm productivity (AnnuityCompass only)
  • Align wholesaler resources to areas where there is market demand/opportunity 
  • Create customized territories to evaluate sales penetration

Improve Product Management Knowledge

Exclusive to AnnuityCompass

  • Understand your company’s risks relative to the industry 
  • Monitor persistency and withdrawal behavior 
  • Identify assets at risk for surrender


"We had a big women’s market initiative directed by senior management. We needed information on how we compared to our peers in terms of policy sales to women. We had a very hard time finding this information, even internally. We also wanted to figure out how many female agents we had under contract. Normally, it would have taken several hours just to find the right person to ask for our internal data, if it was available at all. Using LifeCompass, we were able to pull together women’s market information for our companies and other companies in 30 to 40 minutes, which otherwise would have taken weeks to collect. "
- LifeCompass User

"Our company uses LifeCompass in annual profit and growth planning. It helps us determine product mix plans for the following year, and we use the average premium per policy data at the state level to help identify states we need to better target."
- LifeCompass User

The Programs


Tackle your business challenges with the industry’s premier database of life insurance buyers.


Tap into the power of the industry’s first database of annuity buyers and owners.

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Karen R. Terry, FLMI

Assistant Vice President, Insurance Product Research

Work Phone: (860) 285-7757

Keith Golembiewski

Assistant Vice President, Annuity Research

Work Phone: (860)298-3959

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