BrokerFlow 

from Insly

Join more than 5,000 insurance brokers
who use Insly to create proposals,
application forms and risk surveys.

Build your Brokerflow through low-code setup
(or we can help!)

Automated workflows

Send applications, proposals and any proposal-related documents for your customers or insurers automatically.

Configure documents and emails

Build and edit your documents and email templates with a similar editing experience to Microsoft Word.

Create application/insurance product forms

Use our library of product application forms or build your own with our low-code form builder. Build an online calculator into the form if required.

Train your product models

To have smooth data digestion form submitted documents in the application forms system AI engine need to be pre-trained.

Integration via APIs

We use APIs to sync to policy administration software, CRM, and accounting software.

Why choose Insly?

Brokerflow will transform your sales process for customers and your business with the following features and benefits.

Convert customers faster

Automatically generate professional application forms and clear, branded PDF proposals, with an acceptance link, to streamline your sales process.

Smooth emails communication

Instant proposals from email
Create instant proposals from client email content thanks to our embedded inbox and AI engine.

Streamline sales workflow

Brokerflow automatically generates risk surveys from application data and integrates with third-party data sources, reducing manual input and enabling faster form filling.

Take control of renewals

Benefit from a smooth and convenient renewal process and maximise customer retention. Brokerflow automatically generates customer renewal forms for the customer to review, edit or accept at the click of a button.

Enhance your insurer relationships

Give your insurance partners all the information they need, in the right format, every time. Brokerflow automatically generates forms in the right templates and populates proposals based on quotes.

Generate leads from your website

Create new revenue streams by adding online calculators and lead generation forms to your website to capture customer interest and information. Once qualified, forms can be transformed into detailed applications.

Watch Brokerflow in action

Our Brokerflow experts run through the main product features.