Embedded insurance across the leasing lifecycle
Our embedded solutions seamlessly offer insurance at the right moment — whether it’s during origination, booking or servicing.
Insurance requirements are fulfilled without disrupting the transaction, allowing lessors to fund quickly while still protecting their assets.
Click the steps below to see how our solutions can fit into your processes.
Benefits of Embedded Insurance
Increases revenue potential
Drives satisfaction, retention and referrals
No disruptions to your current systems
Faster deals with less insurance hassle
How it Works
From discovery to embedded in just a few months
Assess
We start by understanding your financing workflow and requirements.
Connect
We determine the best way to connect insurance into your workflow (Salesforce plug-ins, APIs or custom builds).
Embed
We work with you and your service providers to implement.
What clients are saying
"Our insurance program has been a game-changer for our business operations. The program helps accelerate our customers’ transactions. This enhancement in speed and service has not only improved customer satisfaction but has also reinforced our clients' trust in us."
– Lyndon Thompson, President of Byline Financial Group
"Great American specializes in insuring equipment finance risks. They tailor programs to meet clients’ needs and recommend solutions to enhance the customer experience through deep, customer-focused interactions."
– Shaun Buswell, Vice President with Alliance Funding Group
"The digital solutions we implemented with Great American will enhance customer experience, operations and communications. We look forward to future opportunities to support our customers together."
– Daryn Lecy, CLFP, Senior Vice President and COO with Oakmont Capital Services
Specialty Equipment News
Insurance as Part of the Deal: Why Embedded Experiences Are Becoming the New Standard
As equipment finance teams continue to modernize their technology stacks, there’s a growing expectation that critical tasks all live where the work happens. Leasing platforms, CRMs, and digital workflows continue to mature and teams are rethinking how every part of the deal fits together.
Following that trend, more organizations are embedding insurance directly into their core workflows rather than treating it as a parallel step or separate system. The result is an even more connected and efficient deal experience - one where insurance supports momentum instead of competing with it.
Why Embedded Experiences Matter Now
Customers want answers and results faster than ever. Teams are managing higher volumes with leaner resources. In this environment, context switching can becomes costly.
When insurance lives outside the leasing workflow, even well designed processes can feel fragmented. Teams may need to re-enter data, track down statuses, or rely on updates from other groups. By contrast, an in workflow experience keeps progress visible and intuitive, so lease contracts stay on track and assets are properly protected.
Embedded insurance connects asset coverage directly to the deal record. Quotes, enrollments, premiums, and certificates live in the same environment as the opportunity itself, creating a more cohesive experience for everyone involved.
A Real World Example Inside Salesforce
One equipment finance company recently embedded insurance directly into its Salesforce workflow. Rather than relying on a separate system, insurance actions were handled within the deal view.
With insurance fully embedded, teams experienced:
- Coverage quoted and placed in as little as 2 minutes
- Requirements met 5X faster with fewer handoffs
- Less friction and manual tasks
- Better visibility into insurance statuses to keep deals on track
Download the case study to see how they did it.
- Property & Casualty
- Specialty Equipment
