17 reviews

Insly

Policy admin system for insurance brokers and agents

4,9 /5 (17 reviews) Write a Review!
Overall rating
4,9
/
5
Value for Money
4,5
Features
4,5
Ease of Use
4,8
Customer Support
4,8
100% recommended this app
17 reviews
Ivo K.
Industry: Financial Services
Company size: 11-50 Employees

Professional team

Reviewed on 2014/09/19
Review Source: GetApp

Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional. Highly skilled professional development team solved all our system development needs quickly. System was light weight but flexible to suit different channels and specific needs.

Jenny D.
Industry: Photography
Company size: 11-50 Employees

Can use anywhere on any device.

Used Daily for 2+ years
Reviewed on 2020/10/25
Review Source: Capterra

Great range if features. It is a reliable system.

Pros

Software is easy to set up and use.

Can be used from anywhere.

Customer support is available all of the time.

Cons

Not easy to customize. There are some lags here and there.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Mareks V.

Insly Overall

Reviewed on 2014/02/07
Review Source: Capterra

Overall impression of the Insly broker insurance system is remarkably good but still has opportunities for further improvements.
The system is user friendly, can be accessed from any computer and doesn't need any additional installations.
Insurance quotations work well when main insurance solutions are working properly. On the other hand when working with hight risk class vehicles, mostly all quotations should be done manually and Insly is used to combine all calculations in an easy to read type of proposal, which our clients value.
Insly system provides transparent view of working progress and follow-up reminders.

From the administrative point of view, Insly offers outstanding functionality of insurers reports, handy payment imports, extensive reporting options.
Recommendations might be to insert a variety of commission levels, therefore allowing to differentiate payment methods throughout salesmen and to generate user specific commission acts by adding specific headers and footers to the existing report in order to reduce manual work.

Rating breakdown

Ease of Use
Customer Support

Kaido K.

Insly insurance broker software review

Reviewed on 2014/02/04
Review Source: Capterra

Insly insurance broker software features all the aspects that would be expected from a broker software including policy issuing, billing, administration, CRM , reporting and multiple quoting functionalities.

An important advantage is that it is a cloud based system meaning one does not need to install anything to his / her computer.

The insurance quotes can be provided online (through a real time xml connection from insurers) or by inserting /uploading tariff tables.

Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices. Marketing related customization options for brokers who use the system are available and extent of this will most likely be increased in the next version.

All in all a very effective and easy-to-use software for policy quoting, issuing and administration.

Rating breakdown

Ease of Use
Customer Support

Tarmo H.

comments: Insly

Reviewed on 2014/02/13
Review Source: Capterra

Process automation and efficiency are the two key words that can be associated with Insly broker system. The automated renewal engine for third party liability insurance allowed us to migrate 50% of the back office staff to other duties and tasks. The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional.

Even though the system is pre-calibrated some adjustments are still needed before the system can be used such as personalization of the offer summary templates. Naturally if needed one can use the standard white label templates available as well. Most of the calibration can be done easily by the user himself. At the same time there are some tasks that also require the involvement of the support staff.

Rating breakdown

Ease of Use
Customer Support

Piotr H.

Pros and cons of the Insly system

Reviewed on 2014/01/24
Review Source: Capterra

Pros:
Insly insurance broker software is suitable both for brokers and agents. Works fine for small and big organization, allows to unify the working standard. It is an on-line system meaning there is no need to install anything on user's computer. All main aspects of insurance mediation business are covered well, such as
a) CRM
b) policy issuing;
c) administration;
d) reporting;
e) quoting engine.

Cons:
Quotes are composed over the Internet connection hence an Internet connection is a must for accessing and using the system.

Rating breakdown

Ease of Use
Customer Support

Ando K.

Insly is the #1 software for insurance agency!

Reviewed on 2015/11/03
Review Source: Capterra

With the help of Insly.com we were able to launch from zero full state of the art system within few months. We are already a light year ahead of our competitors and keep running away from them with only a fraction of the cost that normally comes with such things.

https://www.insta.ee

Rating breakdown

Ease of Use
Customer Support

Evija D.

Calculations and issuing in one place

Reviewed on 2015/10/09
Review Source: Capterra

Insly provides Latvian brokers and financial institutions with an excellent opportunity to calculate and issue quotes and policies, all in one place. We see added value in reaching our partner brokers more efficiently through Insly and providing them with good products.

Rating breakdown

Ease of Use
Customer Support

Janek P.

AutoMaster DMS integrated with Insly

Reviewed on 2014/04/22
Review Source: Capterra

Car dealers that use AutoMaster DMS can now enjoy direct access to insurance, leasing quoting and policy issuing, powered by Insly.
We found good understanding with Insly as they quickly recognised what it takes for a car dealer to sell insurance and finance support with the car.

Rating breakdown

Ease of Use
Customer Support

Igor F.
Industry: Financial Services
Company size: 2-10 Employees

Insly understands insurance business

Reviewed on 2014/09/18
Review Source: GetApp

“Insly understands insurance business better than any other brokers or insurers – therefore we use their IT systems and have outsourced all our custom development to them.”

Pros

System can manage millions of records without no problems.

J¿nis B.

Good co-operation

Reviewed on 2015/10/12
Review Source: Capterra

IIZI has always had a strong relationship with Insly as we use their solutions in all the countries where we operate. It's convenient to work with them as they understand insurance matters well, which means less development time for us.

Rating breakdown

Ease of Use
Customer Support

Verified Reviewer
Industry: Financial Services
Company size: 1 001-5 000 Employees

Broad tool featureset

Used Monthly for 6-12 months
Reviewed on 2018/12/15
Review Source: GetApp

Pros

Coveres everything from quoting, billing, distribution, accounting, and MTA's which is very helpful if you want to get everything done in one place.

Cons

The chatbot that it prides itself on could use work for true improvement. There's a lot of potential there, though.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Krijnis O.

Efficiency

Reviewed on 2015/10/09
Review Source: Capterra

The benefits of a cloud-based system are clearly present with Insly as it gives good efficiency for both smaller and larger teams working together.

Rating breakdown

Ease of Use
Customer Support

Ivo K.

Pofessional team.

Reviewed on 2014/09/19
Review Source: Capterra

Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional.

Rating breakdown

Ease of Use
Customer Support

Raul J.
Company size: 201-500 Employees

Insly delivers developments on time

Reviewed on 2014/09/19
Review Source: GetApp

Insly delivered exactly what they promised and the integration gave good efficiency, simplicity and positive feedback from brokers.

Verified Reviewer
Industry: Information Technology & Services
Company size: 51-200 Employees

Simple to use

Reviewed on 2014/09/18
Review Source: GetApp

This system performs all functions that are needed to sell and administer policies and it is really simple to use. Glad to recommend.

Daniel R.

Rating only

Reviewed on 2018/05/01
Review Source: GetApp