Insly

Policy admin system for insurance brokers and agents

4,9 /5 (17 reviews) Write a Review!

Insly Overview

What is Insly?

Insly is made for insurance brokers and agents to simplify policy admin, CRM, premium accounting, commission reporting, claims management and more.

The system is fully cloud-based by design, allowing you to work from anywhere.

Adopting Insly requires no upfront investment and the user interface is easy to learn, with tutorial videos, a dedicated helpdesk and personal demos available to help you get started.

Insly Overview

Pricing

Starting from
US$59,00/month

Pricing options

Free Trial
Subscription
Value for money

Insly means INSurance easiLY, so we made our pricing as simple as possible too, but if your company has more than 100 users, we are open to discuss special pricing, customisation and extended services. Just contact us with the details.


Insly Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
Danish, English, French, German, Italian and 4 others, Polish, Portuguese, Russian, Spanish

Media

Insurance policy overview in cloud
Fully customizable interace
User rights management
Complete log of everything
Real time overview of sales
Add now policy
Custom insurance product
Insurance policy info
Insly video Insly screenshot: Insurance policy overview in cloud Insly screenshot: Fully customizable interace Insly screenshot: User rights management Insly screenshot: Complete log of everything Insly screenshot: Real time overview of sales Insly screenshot: Add now policy Insly screenshot: Custom insurance product Insly screenshot: Insurance policy info

Insly Reviews

Insly Reviews

Overall rating
4,9
/
5
Excellent
15

Very good
2

Average
0

Poor
0

Terrible
0

Value for Money
4,5
Features
4,5
Ease of Use
4,8
Customer Support
4,8
100% recommended this app
Ivo K.

Professional team

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.

Can use anywhere on any device.

Great range if features. It is a reliable system.


Mareks V.

Insly Overall

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.


Kaido K.

Insly insurance broker software review

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.


Tarmo H.

comments: Insly

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.


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

User recommendation
8,5/10
Based on 17 user ratings
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Insly Pricing

Insly Pricing

Starting from
US$59,00/month
Free Trial
Subscription
Value for money

Insly means INSurance easiLY, so we made our pricing as simple as possible too, but if your company has more than 100 users, we are open to discuss special pricing, customisation and extended services. Just contact us with the details.

Insly means INSurance easiLY, so we made our pricing as simple as possible too, but if your company has more than 100 users, we are open to discuss special pricing, customisation and extended services. Just contact us with the details.

Value for Money
4,5/5
Based on 17 user ratings
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Insly Features

Insly Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,5/5
Based on 17 user ratings
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Categories

Additional information for Insly

Additional information for Insly

Key features of Insly

  • API
  • Accounting Management
  • Billing Management
  • Customer Support
  • Debt Management
  • Document import
  • Document management
  • Easy customisation
  • Easy to use Interface
  • Online Cloud Storage
  • Partner assets management
  • Policy import
  • Quoting & Acceptance Online
  • Renewal management
  • Reporting Management

Benefits

With Insly you will simplify policy admin, never forget to renew a policy, cross-sell & up-sell more, spend less time on customer billing and overdue payments, be compliant more easily and never have to worry about losing your data,.

Bring your insurance business to the digital age with Insly.

Insly FAQs

Insly FAQs

Below are some frequently asked questions for Insly.

Q. What type of pricing plans does Insly offer?

Insly offers the following pricing plans:

Starting from: US$59,00/month

Pricing model: Subscription

Free Trial: Available

Insly means INSurance easiLY, so we made our pricing as simple as possible too, but if your company has more than 100 users, we are open to discuss special pricing, customisation and extended services. Just contact us with the details.

Q. What are the main features of Insly?

Insly offers the following features:

  • API
  • Accounting Management
  • Billing Management
  • Customer Support
  • Debt Management
  • Document import
  • Document management
  • Easy customisation
  • Easy to use Interface
  • Online Cloud Storage
  • Partner assets management
  • Policy import
  • Quoting & Acceptance Online
  • Renewal management
  • Reporting Management

Q. Who are the typical users of Insly?

Insly has the following typical customers:

Small Business, Freelancers, Mid Size Business

Q. What languages does Insly support?

Insly supports the following languages:

Danish, English, French, German, Italian, Polish, Portuguese, Russian, Spanish

Q. What type of pricing plans does Insly offer?

Insly has the following pricing plans:

Subscription

Q. Does Insly support mobile devices?

We do not have any information about what devices Insly supports

Q. What other apps does Insly integrate with?

We do not have any information about what integrations Insly has

Q. What level of support does Insly offer?

Insly offers the following support options:

Online Support, Video Tutorials, FAQs, Knowledge Base