Real-time policy collection
The customer shares their existing insurance policy in seconds via secure data collection, single sign-on, or PDF upload. The data is cleaned, standardized, and returned to your application instantly.
Combine real-time policy data, market-wide insurance coverage mapping, and AI in one platform.Customers can verify their coverage directly inside your app or switching flow. Product and commercial teams get a live view of how the market is changing.
The customer shares their existing insurance policy in seconds via secure data collection, single sign-on, or PDF upload. The data is cleaned, standardized, and returned to your application instantly.
Insurely matches each policy against its database of every insurer’s terms; parsed, normalized, and versioned. Every clause becomes comparable across providers and across time.
Whenever a specific coverage situation needs to be verified, the AI reads the customer's actual policy and the relevant terms and conditions, then returns the exact clause that applies. Both customers and advisors see the verified detail directly
Product and commercial teams get versioned diffs and AI summaries of every T&C change across competitors. A live view of how the market is moving, with zero manual research.
Specific coverage questions are the main thing that holds customers back from switching insurance, and often what makes them abandon the switch entirely. Coverage AI answers it on the spot, based on the customer’s actual policy and the destination insurer’s terms and conditions. Hesitation drops, switching becomes easy, conversion goes up.
Side-by-side comparisons using the actual terms and conditions: coverage limits, exclusions, deductibles, the whole picture. Customers and advisors see exactly what's different between policies, including the exclusions and conditions that don't appear in product summaries.
Versioned Terms & Conditions differences and AI summaries surface every relevant competitor move automatically. Product and commercial teams stop digging through PDFs and start acting on signal.
“The biggest difference between our previous and current way of working is that we can really give the customer correct advice and trust that the documentation gets done accurately from the beginning. Insurely makes it easier for both our customers and for us. It creates enormous value for our employees and for the company as the error margins decrease significantly, and it creates a better experience for our customers.”
Improve your sales, retention, and insights by getting real-time insurance data directly from consumers current policies.
Empower your advisors to give valuable advice in less time by giving them access to customers’ insurance and pension data in real-time in a single overview.