Team Discovery Meeting

Get to know our team-based approach

From initial discovery to implementation and beyond, our dedicated team is eager to collaborate with you to identify opportunities, create efficiencies and ultimately help grow your business. We’re confident you’ll experience our difference from the first conversation. A discovery meeting is a great way to get started.

Cross-functional experts to fuel your success

We know implementing embedded insurance programs takes time, internal alignment, IT effort and resources. Our team of experts is here to help.

The strength of our entire team stands behind you, while three key areas collaborate to strategize and implement a customized approach. Expand each area to learn more.

Our consultative sales approach starts with a discovery conversation to understand your needs. A sales teammate will get to know you and your business, and pull in experts from other key areas to problem solve and ensure any offering is properly tailored to your needs. No level of need or curiosity is too small—we're ready to start or continue a conversation when you are.

When you choose to work with us, you’ll be connected with a dedicated Account Manager as a primary point of contact. This person will connect you with our internal resources, facilitate meetings, work to understand and implement opportunities for business growth and more. Consider them an extension of your team to support your goals, from implementation to launch, and ongoing service.

Our team of integration experts specialize in digital product development and technical integrations. We work to learn your internal IT team, software providers, workflow and processes, and then build a plan to implement and launch accordingly. We can help explore new challenges, or leverage the experience of existing integrations.

Why schedule a discovery meeting?

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It’s all about your business

We put your needs and process at the center of every solution to create better experiences that can help expedite transactions.

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Work with industry experts

Uncover opportunities in your business with trusted industry veterans dedicated to the equipment lease and finance community.

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Get early access to digital products

Learn more about our new digital products for quoting and enrolling business, fueled by customer API integrations.

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