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Transform your customer experience with embedded insurance

Embedded insurance for financial services

Transform your customer experience with embedded insurance

Embed insurance directly into your customer journey to address all your customers’ financial needs, improve their satisfaction and generate additional revenue streams. Our solutions are designed to help customers quickly and easily find the best coverage for them while streamlining your processes and optimizing your portfolio risk.

 

Discover how

Seamless embedded insurance for financial services

Embedded insurance solutions better meet the unique needs of the financial services industry by extending the seamless trusted experience.

Maximize personalized value for your clients while gaining operational efficiency. By using a leading-edge insurance marketplace, you give your clients a better experience with more options to help them reduce their risk. Our solutions can be tailored for your segment, including banking, wealth management, credit cards and loans.

 

5.6m
Active policies
60K
Points of sale
100+
P&C carrier connections

Benefits

Unlock new value for your customers and business

Our embedded insurance solutions offer financial institutions a unique opportunity to deliver tailored coverage, streamline operations, and grow revenue while deepening customer relationships.

 

Generate new revenue through embedded insurance offerings

By integrating personalized insurance options, financial institutions can offer additional products that not only meet customer needs but also drive more policy closures and increase revenue.

 

Optimize processes and reduce complexity

Our scalable platform simplifies insurance integration, allowing financial institutions to manage multiple offerings seamlessly, resulting in faster workflows and improved service delivery.

 

Build trust with personalized coverage options

By offering a broad range of insurance products embedded directly into the customer journey, institutions can provide more tailored solutions, enhancing customer loyalty and engagement.

 

Strengthen your portfolio with better risk management

Our solutions help financial institutions mitigate risks by ensuring customers have the right coverage in place, protecting both the institution and the customer’s financial assets.

Financial Services Providers

Banking

Extend across the financial portfolio

Expand revenue streams, broaden and deepen customer relationships and enhance operational efficiency while delivering a superior customer experience with our scalable, tech-enabled insurance solutions.

Wealth Management

Reduce client risk while improving the experience

Customers preferring holistic financial advice has grown 60% in the last 5 years. bolt enables advisors to provide better guidance on the liability side of the balance sheet. Leveraging bolt’s scalable, tech-enabled solutions advisers can better fulfill fiduciary responsibilities and enhance client relationships by providing a broader array of coverage options.

Credit Card Providers

Deliver unparalleled value and protection to your cardholders

Expand revenue streams, mitigate risks, and deepen customer relationships while ensuring operational efficiency and superior customer experiences with bolt’s tech-enabled insurance solutions.

Loan Providers

Enhance borrower satisfaction and minimize credit risk

With auto insurance rates at a 40+ year high and 2/3 of homeowners under-insured, now is the time to act. Expand revenue streams, mitigate credit risks, and deepen customer relationships with our scalable, tech-enabled insurance solutions. Ensure operational efficiency while offering the coverage your customers need, right when they need it most, driving both satisfaction and long-term loyalty

Credit Unions

Boost member value and stay competitive

Our embedded insurance solutions help enhance member satisfaction, improve efficiency, and enable credit unions expand revenue. By integrating personalized coverage options into your services, you can offer more choice, deepen relationships, and drive over more policy closures. Stay ahead with our scalable, fast-to-implement platform.