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Gaya Live Demo
Tue, Aug 11 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Independent agents lose hours every week retyping the same client information into carrier portals, raters, and their AMS. Gaya removes that step.
In this live demo, you'll watch an agent pull client data from any source once, then autofill it across every carrier and system they quote on, across personal lines, commercial lines, and high-net-worth accounts, without typing it again.
What You’ll Learn:
- How to pull client data from PDFs, emails, dec pages, and other sources in a single step
- How to autofill carrier portals, raters, CRMs, and your AMS without re-entering anything
- How to set default values once for answers you use on every quote and reuse them instantly
- How to export client-ready PDFs and CSVs from data you've already captured
- How Gaya fits the way your team already works, and why it only fills what it extracts so you stay in control
Why It Matters:
- Quoting speed decides how many accounts your team can handle and how fast clients hear back
- Manual data entry is the biggest drag on that speed, and the part of the job no one enjoys
- Cut it, and your team quotes more, follows up faster, and spends time on the work that actually wins business
Things to Think About:
Before attending, take a few minutes to:
- Time yourself on one multi-carrier quote, start to finish, and count how many times you retype the same client information. Bring that number to the session.
- Check out real-world examples of how agencies are using Gaya at gaya.ai/case-studies before you join.
Features Highlighted Live:
- Super Copy: Extract and upload client data from multiple sources
- Super Paste: Autofill portals, raters, CRMs, and your AMS
- Super Copy on the Go: Add to your clipboard as new info comes in and quote before you have everything
- Export to PDF and CSV: Share clean, client-ready outputs instantly
- Plus: the side panel that follows you across any site, reusable default values, and broad carrier and system coverage shown live
Speakers:
Carl Ziade |
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