Bernoly streamlines the quote-to-bind and onboarding process, combining automation, data, and human collaboration to deliver faster, more consistent customer journeys.
Talk to usOnboarding in insurance is often slow, manual, and error-prone.
Brokers, agents, and customers interact through disconnected systems that don’t share data easily, leading to delays, repeated entry, and compliance gaps.
The result: long activation cycles, frustrated customers, and missed conversion opportunities.
Bernoly unifies every stage of the sales and onboarding journey in one governed workflow.
It automates quoting and validation, connects broker and customer communications, and ensures each action is transparent and traceable.
Routine checks are handled by AI agents, while human experts review exceptions with full context, keeping operations fast, accurate, and compliant.
Automates repetitive steps whileallowing experts to focus on decision making.
Reduces manual data entry and improves quoting accuracy for brokers and agents.
Enables real-time collaboration and document exchange across all stakeholders.
Ensures policy data and compliance documentation are complete before binding.
Tracks every customer and broker interaction for full regulatory visibility.
Shorter onboarding and policy activation cycles
Fewer manual errors and missing documentation
Higher broker and agent collaboration efficiency
Stronger compliance and customer satisfaction
See how Bernoly connects automation and human collaboration to accelerate the quote-to-bind process.
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Transform insurance workflows with AI that works
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