+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Everstage
    3,668 Ratings
    Visit Website
  • Proton Drive
    3,602 Ratings
    Visit Website
  • Flowlens
    39 Ratings
    Visit Website
  • LinkSquares
    724 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • ContractSafe
    320 Ratings
    Visit Website
  • Service Center
    123 Ratings
    Visit Website
  • BoldTrail
    2,107 Ratings
    Visit Website

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.

About

NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required

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

Audience

Health, senior and life insurance agencies, large and small

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

€35 per month
Free Version
Free Trial

Pricing

$85 per seat per month
$85 per seat per month for the core platform.
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
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

Lya
Founded: 2018
France
www.lyaprotect.com

Company Information

Take44, Inc.
Founded: 2015
United States
nextagency.com

Alternatives

Alternatives

AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
InsuraCRM

InsuraCRM

Damco Solutions
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

BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Integrations

BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Claim Lya and update features and information
Claim Lya and update features and information
Claim NextAgency for Health & Life Insurance and update features and information
Claim NextAgency for Health & Life Insurance and update features and information