Accelerate sales and onboarding with connected workflows
Unify quote to bind and onboarding journeys with automation, shared data, and human collaboration.
Business Impact
Shorter onboarding and policy activation cycles
Fewer manual errors and missing documents
Higher broker and agent collaboration efficiency
Stronger compliance and customer satisfaction
How Bernoly supports sales and onboarding
Bernoly connects sales, underwriting, and onboarding into one governed flow.
AI agents validate data and support broker and customer interactions.
Teams handle exceptions with complete visibility and auditability.
Sales & onboarding capabilities
Automates routine steps while experts handle complex cases.
Speeds up quoting and binding with fewer manual steps.
Enables real-time collaboration and document exchange.
Ensures completeness and compliance before policy binding.
Tracks every interaction for regulatory visibility.
Designed for Insurance Distribution Teams
Insurers
Uphold governance while accelerating customer activation
MGAs
Collaborate faster with carriers and customers
Brokers
Reduce admin work and close deals quicker
