CRMDAY OneCRMDAY
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Related Products
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About
CRMDAY One is a cloud CRM and insurance operations platform for independent agents, agencies and FMOs. It brings client and household records, sales pipelines, policies, tasks, communication history and renewal workflows into one workspace. Agents can import HealthSherpa export files, preview updates and review conflicts, while embedded ACA quoting connects clients to Healthcare.gov plan comparisons. The platform supports Open Enrollment campaigns, workflow automation, reporting, agency networks and commission management. Its shared inbox brings together email, SMS, WhatsApp, voice and Instagram, with availability depending on configuration and third-party providers. Aria AI assists with insurance workflows, and an optional ChatGPT plugin lets authorized users work with CRM records and tasks in ChatGPT. CRMDAY One is aimed at U.S. insurance professionals serving health, ACA, Medicare and life insurance clients.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Independent insurance agents, insurance agencies and FMO networks in the United States, especially ACA, health and life insurance teams.
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Audience
Insurance brokers, agents, insurers, and professionals in search of a tool to centralize customer management, compliance, sales, contracts, and operational workflows
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Version
Not Supported
Free Trial
Supported
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Pricing
€35 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCRMDAY
Founded: 2019
United States
crmday.net/one
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Company InformationLya
Founded: 2018
France
www.lyaprotect.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ChatGPT
Supported
Facebook
Supported
Gmail
Supported
HealthSherpa
Supported
Instagram
Supported
WhatsApp
Supported
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Integrations
ChatGPT
Not Supported
Facebook
Not Supported
Gmail
Not Supported
HealthSherpa
Not Supported
Instagram
Not Supported
WhatsApp
Not Supported
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