SALT has integrated with Gaya, an optional integration tool that can be used to increase efficiency and save you even more valuable time in the insurance quoting process. 🙌
What is Gaya?
Gaya is an AI-powered copilot designed to optimize the process of collecting information needed for an insurance quote. By automating tasks such as data extraction and entry, Gaya's tools allow agents to rapidly transfer information between carrier portals, Agency Management Systems, and other insurance platforms.
Gaya boasts of several time-saving features, most notably their Super Copy & Paste capability.👇
Gaya also works seamlessly with most other insurance systems (AMS, CRM, forms) and can adapt to any agency's custom workflows.
[To read more or get started using Gaya, tap here.]
Connecting SALT & Gaya
Once your Gaya account has been set up, log in to SALT and follow the directions below to continue linking the integration:
Navigate to https://insuranceform.app/integrations/gaya.
Enter the URL provided by Gaya in the "Gaya URL" field.
Select Activate.
Once steps 1-3 have been completed, your Gaya integration will be active and you can start sending data from SALT to Gaya.
Sending Data from SALT to Gaya
Navigate into a submission that you want to sync to Gaya.
Select the Lines Of Business tab.
Tap Send to Gaya.
Things to keep in mind:
By default, all submissions must be manually synced to Gaya using steps 1-3 above.
While auto-sync is possible, only prospect submissions that are fully completed will be auto-synced to Gaya. Agency-generated submissions cannot be auto-synced.