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Quoting and Onboarding

Acquire customers more efficiently.

Improve your offers and customer experience by using real-time insurance data in your quoting and onboarding flows.

How Quoting and Onboarding works.

01. Insurance provider selection

After entering the quoting or onboarding flow in your app or on your website the user selects the insurance provider they want to collect and share data from.

02. User authentication

The user authenticates using single sign on, username and password, or PDF upload. At the same time they consent to Insurely collecting data on their behalf.

03. Data collection

Insurely then collects the user’s insurance data. The data is cleaned, standardized and ready to use within a couple of seconds.

04. Engagement and conversion

After the data has been returned you can use it to personalize offers and autofill information in the rest of the quoting flow which improves the user’s experience and your conversion rates.

Why use real-time data for Quoting and Onboarding?

  • Increase conversion

    By personalizing offers based on the user’s current data, you make more relevant and precise offers, leading to increased conversion rates.

  • Decrease friction and reduce drop offs

    By having access to the users data, information about the user and their policy will be autofilled directly in your quotation flow. This reduces errors caused by the user, as well as the time the user has to spend in the flow, resulting in decreased friction and reduced drop offs.

  • Access valuable data

    Since we ensure you have the right consent, you can analyze the collected data and get a vast amount of valuable customer, market, and competitor insights to inform and improve your sales and marketing efforts.

Hear it from our customers.

“For us, it’s completely natural to collaborate with a fast moving and innovative insurtech like Insurely so that we can offer our customers sharp digital features faster.”
ICA Insurance
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Using Insurance Data Access
Using Pre-built Component Access

How to create the Quoting and Onboarding use case.

Data Access Method


Use our APIs to access and use data directly in your applications - in exactly the way you want to.

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Data Access Method

Pre-built user interfaces

Exceed customer expectations by accessing insurance and pension data through our pre-built user interfaces. Tested, optimized, and quick to implement.

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