Success cases | CUSTOMER SUCCESS CASE | Insurely

Use cases
For insurance
- Increase sales efficiency
- Quoting and Onboarding
- Advisor Empowerment
- Retain and Upsell
- Engagement and Retention
For banking & asset management
- Increase Assets under Management
- Pension Transfer
- Personalized Investment Advice
- Investment Conslidated Overview
- Investment Transfer
- Create new distribution
- Digital Bancassurance
- Personal Finance
- Lending
- Loan Overview
- Loan Retrieval
Industries
- Explore insurance
- Explore banking
Products
Data access
- Insurance Data Access
- Pension Data Access
- Investment Data Access
- Mortgage Data Access
- Loans Data Access
- Data Sharing
- Open Finance Premium APIs
Data access methods
- API
- Pre-built user interfaces
- Advisor Dashboard
- Advisor Dashboard Features
- Insurance Coverage Comparison
See how it works
- Customer showcase
Docs
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Resources
Company
- Our story
- Careers
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What is open finance?
- Learn more

Success cases.

Read some of our customer success stories.

PRODUCT

Investments

CUSTOMER SUCCESS CASE

"More than half of the invested capital comes from investment transfers, which shows the true value of the product”- How Montrose simplified investment transfers with Insurely.

We sat down with Daniel Bargiel Almer, CPO at Montrose, to hear how the newly launched investment pl...

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OPEN INSURANCE

PRODUCT

CUSTOMER SUCCESS CASE

ADVISOR DASHBOARD

WaterCircles & Insurely: hitting KPI’s together.

WaterCircles, best known for its environmentally conscious and customer-oriented insurance solutions...

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