Much more than a CRM.
A better way to run your practice.
Laylah centralizes and secures your client data, simplifies compliance, and enables real collaboration, without adding more tools, logins, or chaos.
Current situation with your data
Your data is everywhere... Except in your CRM.
Juggling disconnected systems, re-entering the same information over and over. Simple client requests turn into scavenger hunts. Opportunities are missed because information isn’t visible. The day-to-day is reactive, everything feels urgent, and nothing feels under control.
Laylah centralizes client data and streamlines workflows, giving your team a unified, real-time view of every client. The result: faster responses, timely opportunities, and a practice that runs with clarity and confidence.
No more scattered data and fragmented tools.
Laylah brings together the essential technological foundations of a modern and efficient practice.
Centralized data
All your client data automatically synchronized from your MGA, carriers and back-offices.
Tasks and cases management
Workflows, tasks and structured collaboration so nothing falls through the cracks.
Client space
A secure space for compliant digital collaboration with clients.
Document Management
Documents stored, organized and managed in context, client details, requirements, notes, insurance, investments, and more.
Compliance
Every action tracked, every audit simplified. Everything is timestamped and accessible.
Integrated FNA
Financial analyses with intelligent pre-filling of your clients' data.
Cases management
Structure your operations around your clients.
Laylah organizes work by client case so information, tasks, and progress are connected and easy to follow. From solo advisors to larger teams, cases move forward in a clear, predictable way, keeping work organized and under control.
- Task management
Tasks are linked to client cases and are easy to assign, and track. Responsibilities are clear, follow up is visible, and work moves forward without guesswork.
- Kanban view
A shared, visual overview of case progress that helps the team quickly understand what is completed, what is in progress, and what needs attention.
- Templates and processes
Standardize how work is done using customizable templates. This creates consistency across the team, reduces variability, and supports reliable execution while allowing flexibility when needed.
Client space
A secure space for digital collaboration with clients.
A dedicated space that protects client information by keeping communication, document sharing, and information collection secure, organized, and in one place.
- Integrated messaging
All client communication happens in one secure location, tied to the client record and easy to follow.
- Document exchange
Share and receive documents in a controlled environment that keeps files secure, organized, and linked to the right client.
- Smart questionnaires
Collect information through structured questionnaires that protect client data while reducing unnecessary back and forth.
Jean Dupont
Secure client space
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Marie Tremblay • Dec 2024
47
Activities
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Documents
3
Analyses
Compliance
Built into your daily work. Proven in your records.
Your engagement, advice, and follow through are documented as the work happens.
Laylah protects your business by securing client communication, structuring how work is done, and organizing every interaction around the client record. Compliance requirements are built into workflows, not left to memory or clean up later.
- Built in audit trail
Every action is automatically timestamped and recorded, creating a complete and reliable history for each client that is easy to review and defend.
- Protected records and retention
Information cannot be permanently deleted. Client data is securely archived, recoverable, and retained in line with regulatory and business requirements.
- Canadian data residency
Client data is hosted and secured in Canada, supporting privacy obligations, regulatory expectations, and industry best practices.
Needs Analysis
Client data automatically pre-filled
Analyses
Report sections
FNA_Report_Tremblay.pdf
PDF • 2.4 MB
Integrated FNA
Financial needs analyses simplified.
Produce complete analyses in a few clicks thanks to intelligent pre-filling.
- Smart data collection
Laylah automatically pre-fills fields with your clients' personal information, dependants, and financial data.
- Intuitive financial analyses
Life insurance, critical illness, disability, and simplified retirement analyses. Everything you need to advise effectively.
- Customizable reports
Branded reports with clear, easy to identify information, aligned to your firm, your disclosures, and your standards.
Integrations
Your data feeds, connected.
Laylah connects to your existing tools to centralize information automatically.
We maintain connections with major Canadian general agents and back-offices, so there’s nothing to configure. We handle everything.
A simple, fast and supported transition.
Switch to Laylah in a few hours, not a few weeks.
Because changing CRMs should never be a headache.
Connect your feeds
Link your carriers and back-offices in a few clicks.
Import your data
We migrate your contacts, policies and existing documents for you.
Integrate your tools
Connect Google, Outlook or Microsoft 365. Emails and meetings are linked automatically.
Follow-up with an expert
A member of our team works with you one-on-one.
Training center
Access our tutorials and guides to master Laylah.
Ongoing support
We're here for you long term, not just at the beginning.
Blog
Latest articles
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Successful Laylah CRM Implementation: It All Starts with Your Team
Implementing Laylah CRM isn't just about importing your data. It's first and foremost about discipline and collaboration.
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