Join more than 5,000 insurance brokers
who use Insly to create proposals,
application forms and risk surveys.
Send applications, proposals and any proposal-related documents for your customers or insurers automatically.
Build and edit your documents and email templates with a similar editing experience to Microsoft Word.
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.
To have smooth data digestion form submitted documents in the application forms system AI engine need to be pre-trained.
We use APIs to sync to policy administration software, CRM, and accounting software.
Brokerflow will transform your sales process for customers and your business with the following features and benefits.
Automatically generate professional application forms and clear, branded PDF proposals, with an acceptance link, to streamline your sales process.
Instant proposals from email
Create instant proposals from client email content thanks to our embedded inbox and AI engine.
Brokerflow automatically generates risk surveys from application data and integrates with third-party data sources, reducing manual input and enabling faster form filling.
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.
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.
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.
Our Brokerflow experts run through the main product features.
