The plan tells them
what to do.
Dimply gets them there.
Most journeys are still a form, a PDF, or a call that doesn’t happen. A top-up, a fund switch, a cover check, a claim. Advice stops one step before the part you’re paid for.
Dimply runs that step. Quote, suitability, application, issue. Then the top-ups, switches and claims that come after. On your rules, signed off by compliance, and live in your app or your partner’s.
From “do I need this?” to a plan in place. Built by your teams.
Yours to change whenever you like.
Insurance and financial institutions
building with Dimply
01. Journeys
Journeys for the moments that matter.
Quotes and applications, pension top-ups, fund switches, cover reviews when life changes, claims, bereavement. The journeys nobody’s built well, because they’re long, they pause, and they come back.
Quote and apply
Needs, price, application, for cover, a pension or an investment. Your rules, in the app.
Journeys that live in time
Quote today, documents next week, underwriting after that. It pauses, it waits, it picks up where it left off.
The ones you haven’t built
A bereavement hub. A claims guide. A policy review when circumstances change. Describe it and it’s built.
02. Advice
Advice built in,
not bolted on.
Bring your own advice engine, or your advice partner’s. Dimply maps the customer’s journey straight onto it, so what the customer sees is exactly what the advice said.
Any advice engine
Dimply works with any advice partner, or your own engine. The layer above stays the same.
Suitability on their facts
Tested against the customer’s own position, not a segment. Each result on record.
Holi explains it
Customers ask what it means for them, and Holi answers from the plan and your rules, without pushing a product.
03. Distribute
Distribute everywhere.
One journey, signed off once, live on every channel you sell through.
Your app and website
Embedded with the SDK, in your design system.
Your partners’ channels
The same journey, published into the portals and apps of the channels you distribute through.
An agent
Holi, or the agent your partner already has, connected with one tool call.
Enterprise Ready
Built for how insurers actually work
Security. ISO 27001 certified. SSO, RBAC, and data-level permissions.
Compliance. Full audit trails and version history, with every interaction logged. Roll back any time.
Accessibility. WCAG 2.1 AA compliant components, ready for the European Accessibility Act.
Scale. Serving millions of end users across insurance, banking, wealth and pensions.
Eyebrow
The Dimply stack for insurance
Facts Engine
Facts Engine. What you know about the customer, pulled live from policy admin, your CRM, open banking and third parties. 50+ financial facts ready to use, or bring your own.
Calculations Engine
Calculations Engine. What you can work out from those facts: premiums, cover gaps, pension projections, affordability. Your formulas, run exactly as written. AI never does the maths.
Experience Builder
Experience Builder. Describe the journey and it’s built: a pension top-up, a cover review, an insight for one customer. Your compliance team signs it off before a customer sees it.
Holi
Holi. Your AI agent. Put it in front of customers to run your signed-off journeys in conversation, or plug it into the agent you already have.
Facts Engine. What you know about the customer, pulled live from policy admin, your CRM, open banking and third parties. 50+ financial facts ready to use, or bring your own.
Calculations Engine. What you can work out from those facts: premiums, cover gaps, pension projections, affordability. Your formulas, run exactly as written. AI never does the maths.
Experience Builder. Describe the journey and it’s built: a pension top-up, a cover review, an insight for one customer. Your compliance team signs it off before a customer sees it.
Holi. Your AI agent. Put it in front of customers to run your signed-off journeys in conversation, or plug it into the agent you already have.
FAQ.
Does it work with our advice engine?
Yes. Dimply works with any advice partner, or your own engine. It’s the layer above the engine, and that’s how our clients run it today.
Can Dimply give financial advice?
Yes, on your behalf. The advice is always yours. Most firms connect their own advice partner through an API, so the advice a customer gets in a self-serve journey is the same advice an adviser would give. For simpler advice, like investment or protection, you can set the rules in Dimply and the Calculations Engine works it out. For specialist areas like long-term cashflow planning or retirement drawdown, we’d keep an advice partner in the journey, because that’s their speciality.
Can Dimply generate a statement of suitability?
Yes. Suitability runs on the customer’s own facts and your rules, and Dimply generates the statement of suitability from the result. Each one is on record.
Who gives the advice?
You do. Dimply runs the journey and the suitability on your rules. The advice is yours.
Can our distribution partners use it?
Yes. The same journey publishes into their portals and apps, signed off once.