Insurely

Embedded Finance & Banking-as-a-Service

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This platform provides real-time, reliable access to financial data, enables secure multi-account connections, and powers end-to-end customer journeys across wealth, credit, and insurance—including initiating digital transfers and delivering savings guidance.

Key features include API-driven data access, data verification for trust and accuracy, automated transfer digitalization, data-driven product comparisons, and holistic, hyper-personalized advice, solving problems such as manual data collection, fragmented interfaces, transfer friction, and low conversion, while serving financial data users and providers, banks, fintechs, and insurers seeking to improve onboarding, engagement, retention, and revenue.

Insurely can be found in Embedded Finance & Banking-as-a-Service categories.

The most similar products to Insurely are:

stockportfolio Verified profile Promoted → Basiq → MX → salt edge → OneMoney →

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Details

Insurely Main Features

• Pension Transfer
  Make it easy for customers to move their pension savings to you, helping to grow your assets.
• Personal Finance
  Provide a complete financial experience that benefits both customers and your business.
• Advisor Empowerment
  Give advisors real-time access to consumer insurance data to improve their calls and meetings.
• Data Access Methods
  Use APIs and pre-built user interfaces to access data easily.
• Product Development
  Access reliable insurance and pension data to create the right products for the right customers.
• Digital Bancassurance
  Create new income by selling insurance through banking services.
• Real-time Data Access
  Get instant access to insurance, pension, and investment information.
• Quoting and Onboarding
  Use real-time insurance data to improve offers and customer experiences during the quoting and onboarding process.
• Engagement and Retention
  Help customers see all their insurance policies in one place to keep them engaged and encourage upselling.

Insurely Benefits

• Pension Transfer
  Making it easy for customers to move their pensions can help grow the business.
• Personal Finance
  Offering a complete view of finances helps customers manage their money better.
• Advisor Empowerment
  Advisors can give better advice by seeing customers' insurance data in real-time.
• Product Development
  Access to reliable data helps create products that fit what customers really need.
• Digital Bancassurance
  Selling insurance through banks can create new ways to earn money.
• Engagement and Retention
  Customers can see all their insurance policies in one place, making it easier to stay with the company.
• Real-time access to insurance data
  This helps businesses make better offers quickly, improving customer experience.

Who should use Insurely?

• Consumers
  They can see all their insurance policies in one place, helping them make better financial choices.
• Business Owners
  They can add new income by offering insurance through their banking services.
• Insurance Agents
  They can improve their sales by using real-time data to make better offers to customers.
• Financial Advisors
  They will have better calls and meetings by accessing clients' insurance data instantly.
• Product Developers
  They can create better products by using reliable insurance and pension data.
• Banking Professionals
  They can grow their business by making it easy for customers to transfer their pensions.

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