Overall outstanding, high-value product. Truly enables the living benefits of Whole life insurance. Application process was fairly smooth. However, a less technical person might have needed help a... See more
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Review summary
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Enrolling in Inclined could not have been simpler. In addition, all next steps moved quickly. One of the most user-friendly, customer-centric online experiences. Thank you for being a gold standard fo... See more
The process was very straightforward, simple, and almost completely automated via an easy to use online interface. From initial inquiry to funding was six business days for me.
Company replied
Inclined worked with my insurance agent diligently to complete all the steps in putting an insurance secured line of credit in place. Its expertise made the process easy.
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Company details
- #18 of 349 best companies in Software Company
- #27 of 178 best companies in Alternative Financial Service
- #18 of 87 best companies in Loan Agency
Written by the company
Our mission at Inclined is to help people get more value out of their whole life investment, while bringing change to an industry ready to benefit from modern technology. We’ve built an innovative technology platform that connects policyowners with financial institutions in a unique marketplace that maximizes efficiency, lowers barriers to access, improves customer experience, and fosters competitive rates. The Inclined Line of Credit (iLOC) enables more policyowners to access the cash value of their whole life policies in an easier way than ever before. The iLOC requires the lowest minimum cash value of any similar product on the market, opening access to previously unserved policyowners. In addition, our modern online platform replaces the traditionally long and cumbersome process of borrowing against cash value while providing a superior customer experience.
Contact info
548 Market St, #59913, 94104, San Francisco, United States
- 855-282-0441
- support@inclined.com
- inclined.com
4.9
Excellent
127 reviews
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Just had to provide the basic information
All I had to do was provide the basic information and you did the rest of the work.
August 31, 2026
Satisfied so far with the ease of use
I've been using Inclined for approx. 2 months. Setting up the account was fairly easy, but do not expect the transfer to Inclined from the insurance carrier to happen overnight, it took a couple of weeks, between the paperwork and transfer to occur. The app is easy to use to move funds in and out, which I applaud. One slight inconvenience is when payments are made to Inclined, they do not post for up to 5 days, which I'm sure is due to the bank that they use. If that could be improved I would rate it with 5 stars.
August 20, 2026
the helpful way Inclined worked with my…
the helpful way Inclined worked with my client to assist in the process. Quick access to CV.
August 19, 2026
Entire process from the invitation…
Entire process from the invitation email, to forwarding documents is quick and easy to complete.
August 19, 2026
Straightforward process that was…
Straightforward process that was completed in a timely manner.
August 19, 2026
A Gold Standard for Online Customer Service
Enrolling in Inclined could not have been simpler. In addition, all next steps moved quickly. One of the most user-friendly, customer-centric online experiences. Thank you for being a gold standard for others to aspire.
July 28, 2026
Ease of application and use
The application was simple. The app has been easy to use. Practical application for a busy life.
May 25, 2026
this is how you do business
professional. courteous. efficient. everything you need to business right.
May 10, 2026
Quick and easy refi process
Extremely quick and easy refi process on existing policy loans.
May 11, 2026
Supportive team and easy process
May 2, 2026
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