Related Products
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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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About
Looking for the right technology partner for your financial advisory business? TurtlemintPro works as the best insurance app and could be the answer to your needs! It is a one-stop solution that could do wonders for your insurance business. From a large bouquet of insurance products across multiple insurers to customized bundles of mutual funds that could be offered to your customers based on their needs/requirements; there is a lot more that TurtlemintPro has to offer! It provides a personalized dashboard that provides an MIS of all your leads, the commission earned, etc. for you to track your growing insurance business. So, if you are thinking of growing your network to help you to build your career in insurance, TurtlemintPro could help you manage all your leads. In fact, you can track your progress across multiple insurers and scale up your insurance business as well. You can choose to complete it at your own pace and build your career in insurance.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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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Audience
Companies, agencies and professionals in need of a solution to sell insurance online
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
€35 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLya
Founded: 2018
France
www.lyaprotect.com
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Company InformationTurtlemintPro
India
www.turtlemintpro.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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