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About

Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.

About

Lya is an all-in-one insurance brokerage platform that brings CRM, advisory, sales, contract management, compliance, and business monitoring into a single environment for insurance professionals. Its intelligent insurance CRM centralizes clients, prospects, portfolios, contracts, commercial activity, and customer interactions, helping teams manage their entire brokerage workflow from one place. Built-in compliance tools automate regulatory obligations related to DDA, GDPR, AML-CFT, and DORA while maintaining full traceability of required actions. It also supports client and partner portals, subscription journeys, product configuration, claims management, commission reconciliation, retrocessions, customer request tracking, reporting, and analytics. Distribution workflows include CRM and compliance, client portals, sales support tools, and product management, while after-sales modules cover contracts, commissions, and claims.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance companies

Audience

Insurance brokers, agents, insurers, and professionals in search of a tool to centralize customer management, compliance, sales, contracts, and operational workflows

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

€35 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Broksy
Founded: 2016
broksy.com

Company Information

Lya
Founded: 2018
France
www.lyaprotect.com

Alternatives

Alternatives

BluInsurance

BluInsurance

BluRoot
TIS

TIS

Comtec Global

Categories

Categories

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

No info available.

Integrations

No info available.
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