Quoting and Onboarding
Improve your offers and customer experience by using real-time insurance data in your quoting and onboarding flows.
Make personalized offers and convert prospects by leveraging collected data at the right moment.
Get insights from product, pricing, and market data - all while empowering your customers with knowledge about their finances.
Retain customers and increase their lifetime value by helping them make better and more informed decisions.
"Together with Insurely we are now digitalizing the industry and making it easier than ever to transfer pensions and get a better overview of all your pension savings."
“Envisioning a future where open finance is a reality, we see consumers in full control of their financial journeys. In this reality, consumers has ownership of their data, fostering transparency and trust with the financial institutions they interact with - while the industry gets access to the data they need to offer their customers better experiences. A true win-win for both consumers and the industry. An open finance ecosystem empowered by innovation thrives on collaboration and ultimately provides proper peace-of-mind for everyone.”
Improve your offers and customer experience by using real-time insurance data in your quoting and onboarding flows.
Improve the quality of your advisors' calls and meetings by giving them real-time access to consumers’ insurance data.
Engage, retain and upsell your customers by offering them an overview of all their insurance policies directly in your app or on your website.
Minimize your market risks and develop the right product for the right customer segment by accessing the most reliable insurance and pension data available on the market.
Grow your assets under management by making it simple for consumers to move their pension savings to you.
Add new revenue streams by distributing insurance in a bancassurance model that actually works.
Offer a holistic financial experience that is good for your customers and your bottom line.