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Empower your customers to meet their financial goals in new ways

Generate a new source of revenue and help your customers improve their financial health with embedded home and auto insurance.

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Embed insurance into key points in your customer journey

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Getting a loan

Whether they’re buying or refinancing a home or purchasing a car, most loan customers need insurance. Matic finds the right coverage at the best price in seconds — at the right moment in the loan process.

Banking online

Matic uses your customer data to offer insurance at the right time in their banking experience — allowing customers to protect what matters to them when they need it most.

Renewing their insurance

With Matic’s proprietary technology, you can offer a better insurance option for your customers — just before their policy is set to renew or at escrow analysis. Providing value (like savings or better coverage) is a great way to build loyalty.

How Matic helps banks and credit unions

  • Generate revenue

    • Create a new source of revenue with little demand on your company’s resources, at no cost to you.
  • Help your customers reach their goals

    • Improve your customers’ financial health by helping them save on insurance. On average, customers save $639* per year — cash that can be put towards retirement, emergency funds, or paying off debt.
  • Gain a key competitive advantage

    • Reinforce your position as the go-to place for your customers’ financial needs. Offering insurance helps you close product gaps and offer value to your customers — beyond their typical banking needs.
  • Stay top of mind

    • Give your customers a pain-free way to shop for insurance. Plus, with our RateReview® monitoring service, we’ll automatically re-shop their policy and alert them if a better rate becomes available. Introducing these new touchpoints boosts engagement and satisfaction.
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Customers love Matic

This company is fantastic. They saved me almost $1,000, and handled everything including working with my mortgage company. If you need insurance, you need this company! -Daniel P
If you’re looking for a stress-free experience, look no further. Matic understood my needs, shopped the best insurance prices, gave me easy-to-understand options and handled the entire process directly with my lender, saving me time and money. -Chris P
I know that talking about insurance is boring, but if you’re looking for a refreshing, stress-free way to lower your premiums, Matic will find a way. -Sylvia S

Matic provides insurance solutions to HSBC USA customers

“This is an important step towards delivering meaningful solutions to clients of HSBC that will simplify their daily lives, manage risk, and alleviate the stress of significant life events.” -Managing Director and Head of Insurance for HSBC Wealth and Personal Banking

Read More About Our Partnership

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Gain a trusted partner

Matic was built for partnerships and has been vetted by top global banks and financial services organizations. Because we understand the complexities of the banking space, you can be sure your program meets regulatory standards.

  • Leader in insurtech partnerships
  • Track record of passing major third-party audits
  • Customer privacy guarantee
  • Dedicated partnership and growth teams to drive omnichannel marketing strategy
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Seamless integration, tailored to your business

Matic was built to make life easy for our partners. With several implementation options available — from quick, low-lift solutions to flexible two-way API integrations — Matic makes it easy to launch a robust insurance program that works for your organization.

Press & awards

Top 100 Fin Tech Companies 2023 award
HW Tech 100 2023 Mortgage Award
HW Vanguards 2023 award
tech crunch disrupt award

Homeowners Take Risks to Lower Their Insurance Bills

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Natural Disasters, Insurance Landscape Cause Industry Disruptions, Panelists Say

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Better Business: Stanley C Middleman, Freedom Mortgage CEO

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Request a Demo

Learn how Matic creates a frictionless insurance shopping experience for your customers.