Belay monitors and accesses user holdings via a secure proxy. Then, your users are able to purchase policies directly from Belay.
Users are able to log in and purchase policies on existing holdings without creating a new account. Here’s how it works:
Users add an insurance policy to any share of stock in their portfolio, regardless of the holding size.
Users select an insurance policy that best suits their budget and needs for their holdings.
If users sell their shares at a loss before the policy expires, a claim is automatically filed, and they’re reimbursed directly.