Search our knowledge base

Getting started with Laylah

Check out these articles to get you started 🚀

What's new

All the latest Laylah features can be found here.

FAQ

Answers to the most popular questions.

Dashboard

The dashboard shows you everything you need to know at a glance.

Contact file

The ultimate client management tool

Analysis

The life, disability, critical illness and retirement analyses you need.

Task management

Plan the next actions and tasks for your customer files

Case management - Kanban

Create kanban boards to track new insurance policy issuance, account openings, opportunities and more.

Configuration and administration

Manage your team members, billing, adding features and subscription here.

Data sources

Synchronize your customers' insurance and investment data.

Data import

Import your data from another CRM, CSV file or insurer into your Laylah environment.

Integrations

Learn how Laylah collaborates with your favorites applications