Insurely

Name: Insurely
Author: Insurely

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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 可以在以下位置找到： Embedded Finance & Banking-as-a-Service 类别。

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细节

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消费者类型: B2B

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Insurely 主要特点

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 优势

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.

谁应该使用 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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