Use case
Digitalisation of capital transfers
Make it effortless for users to switch from other financial institutions to you.
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What you can achieve with Insurely.
Use case
Qualified lead generation
Save time and money by focusing on the right users at the right time. Up to 50% efficiency gain when using real-time data.
Use case
Data driven product comparison
Use verified financial data to demonstrate clear value of you product. Increase trust and customer lifetime value.
Deepen engagement, drive retention and uncover up-selling opportunities.
Use case
Quoting and onboarding
Improve your offers and customer experience by using real-time insurance data in your quoting and onboarding flows.
Use case
Advisor empowerment
Improve the quality of your advisors’ calls and meetings by giving them real-time access to consumers’ insurance data.
Use case
Coverage and market intelligence
Combine policy data, insurance coverage mapping, and AI to answer relevant questions and track competitor changes.
Hear it from our customers.
"The investment transfer process is typically manual, filled with friction, retrieving account numbers, navigating outdated interfaces, and hoping everything goes right. That’s where we would lose share of wallet and that’s exactly what Insurely’s solution is built to prevent."
Daniel Bargiel Almer
CPO, Montrose
Full story
About us.
“Open finance is one of the biggest shifts in financial services in decades and we’re leading it. Since 2018, we’ve built the infrastructure that turns consumer data control into real business growth for the industry.”
Martin J. Gylfe
CEO, Insurely
Our story
