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What is Lya?

Lya is an all-encompassing software solution designed specifically for insurance brokerages, merging critical functionalities like CRM, advisory services, sales assistance, contract management, compliance oversight, and business performance assessment into a single, cohesive platform aimed at insurance professionals. This sophisticated insurance CRM aggregates essential data concerning clients, prospects, portfolios, and business endeavors, allowing teams to effectively manage their entire brokerage operations from one centralized dashboard. The platform includes automated compliance features that cater to regulatory standards such as DDA, GDPR, AML-CFT, and DORA, ensuring complete traceability of the necessary actions taken to meet these standards. Furthermore, Lya supports client and partner portals, subscription workflows, product configuration, claims processing, commission reconciliation, retrocessions, and the tracking of customer inquiries while also providing thorough reporting and analytics capabilities. Its distribution workflows integrate CRM functions, compliance systems, client engagement tools, and sales support features, while the after-sales modules proficiently handle contracts, commissions, and claims, thereby enhancing the overall operational productivity for its users. By simplifying these crucial functions, Lya allows insurance professionals to concentrate more on nurturing client relationships and pursuing strategic growth objectives, thereby significantly improving their overall effectiveness in the industry. Ultimately, the platform not only streamlines operations but also positions brokerages to adapt to an ever-evolving market landscape.

What is Client-Cloud?

Presenting the ideal solution for insurance brokers, this user-friendly and secure customer portal is available for only €19 per month. Our cutting-edge Client-Cloud technology enables small and medium-sized enterprises to set up a customer portal quickly and efficiently, eliminating the hassle of exorbitant development expenses. The results are outstanding; a premium portal provided at a stable, affordable monthly fee. So, what exactly is Client-Cloud? It is specifically designed to deliver tailored support to your clients and consists of two essential parts: a customer portal for your clients and a management portal for your business operations. Client-Cloud is created for those who wish to differentiate themselves from the typical entrepreneur. By deploying your customer portal, you can improve your service offerings and cultivate stronger customer loyalty, ultimately leading to higher sales from your current customer base. Setting up your personalized customer portal takes just 10 minutes, enabling you to establish a professional image that embodies your brand identity without any technical skills required. Choose the subscription plan that best aligns with your business objectives today, and watch how it transforms your customer interactions for the better. The simplicity and efficiency of Client-Cloud will undoubtedly elevate your business to new heights.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

€35 per month

Pricing Information

$69 per user, per month

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Lya

Date Founded

2018

Company Location

France

Company Website

www.lyaprotect.com

Company Facts

Organization Name

OIIO

Date Founded

2019

Company Location

Netherlands

Company Website

www.getoiio.com

Categories and Features

Insurance

Not specified

Categories and Features

Customer Engagement

Not specified

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