Lya Protect

Overview

Lya Courtage is a digital platform for insurance brokers. It brings together all the tools a broker needs in a single piece of software: a CRM with multiple features, product comparison/aggregation, data analysis, and a dedicated client area.

The benefits of the Lya Protect + Aircall integration:

The Lya-Aircall integration allows you to connect your client CRM to a high-performance telephony system to take your management centralisation even further: click-to-dial, client record pop-up, call description.

Compliance

Automatically log your calls to comply with the new regulations. Every call made with Aircall is automatically recorded in your Contact's record as an activity. This way, you can keep track of all your interactions with your clients or prospects: the date, time, call type, duration, caller or recipient.

Efficiency

Make and receive calls in just one click. No more manually entering phone numbers, you can make calls directly from a client record with a single click: click on a phone number and it will open in your Aircall app.

Transparency

Each team member has access to the call history made or received for a client. Once the call is finished or even during the call, you can add extra information to the activity record if needed and always have the latest important information at your fingertips.