It aims to digitalise manual processes for brokers
Insurtech 50 firm Insly has launched a new tool to help brokers digitise and streamline their workflow.
Called BrokerFlow, the new product can assist with application forms, risk surveys and customer proposals.
In a statement released earlier this week (23 May 2023), Insly claimed the product “will enable brokers to streamline their sales funnel and help clients to make better insurance decisions”.
Risto Rossar, founder and chief executive of the no code software provider, said: “We have already been supplying brokers in Eastern Europe for nearly 10 years and we wanted to combine this expertise with our no code capabilities, which are already well established in the global MGA market.
“The result is BrokerFlow, enabling brokers to rapidly digitise a key area of their workflow, which is critical to generating sales, driving growth, and ensuring happy customers.”
How it works
Insly said it launched the product as many brokers were still assessing customer risks by sending Excel or Word files back and forth.
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It said BrokerFlow digitises the entire process, from sending professional application forms to customers to gathering quotes from insurers and then automatically building pdf proposal documents to share with customers.
The tool also digitises the quote acceptance process via online submission forms and enables brokers to replace manual risk assessments with online forms to be completed by either the broker or the end customer.
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