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Connect my data sources

Connect your insurance and investment companies with Laylah to synchronize your customers' contracts in the blink of an eye

As soon as you connect an insurer or your investment intermediary to Laylah, a complete synchronization of your customer data begins.  It only takes a few minutes to retrieve the list of your customers and the products they hold with you.

What's more, Laylah synchronizes the data of a portion of your clients on a daily basis, so that all data is synchronized at least twice a month.

Finally, you can ask Laylah to manually synchronize a particular customer's data using the Synchronize button in each contact record.

So you can be sure of working with up-to-date data at all times.

See the Data sources section for a list of the companies with which we offer synchronization.  You'll also find information on how to connect with these companies.