Insly Software


 

Insly is a financial and process management system designed for brokers, agents and accounting professionals. Key features include accounting and billing management (including invoice creation, automatic emailing and payment mapping) debt management (manage overdue invoices by sending email reminders to clients) and reporting (allowing users to monitor sales and manage commision).

Additionally, as a Web-based product, Insly allows users to store and access all documents, policies and data anywhere, anytime. The program is easily customized with company logos and colors, and the Insly API allows for integration with other Web applications.

Insly is available worldwide on all operating systems. The solution is priced per user per month and users can choose between three feature packages. Users have access to multilingual and multi-currency support at no extra charge, and can view regular webinars and personal demos.

 

Insly - Acord forms
 
  • Insly - Acord forms
    Acord forms
  • Insly - Claims list
    Claims list
  • Insly - Policies list
    Policies list
  • Insly - Statistics
    Statistics
  • Insly - Add a policy
    Add a policy
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

14 Reviews of Insly

Showing 1-14 of 14

 

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Ando from Insta Insurance AS

November 2015

November 2015

Insly is the #1 software for insurance agency!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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

Source: Capterra
 

J¿nis from IIZI Brokers Ltd

October 2015

October 2015

Good co-operation

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Evija from Compensa TU S.A. Vienna Insurance Group Latvijas fili¿le

October 2015

October 2015

Calculations and issuing in one place

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Krijnis from Eurorisk Latvia SIA

October 2015

October 2015

Efficiency

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Ivo from Seesam

September 2014

September 2014

Pofessional team.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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

Source: Capterra
 

Ivo from Directors Chambers Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2014

September 2014

Professional team

Product Quality

Product Quality
Quality

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.

Source: GetApp
 

Raul from Gjensidige Baltic
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2014

September 2014

Insly delivers developments on time

Product Quality

Product Quality
Quality

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

Source: GetApp
 

Igor from Estonian Insurance Brokers Association
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2014

September 2014

Insly understands insurance business

Product Quality

Product Quality
Quality

“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.”

Source: GetApp
 


September 2014

September 2014

Simple to use

Product Quality

Product Quality
Quality

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

Source: GetApp
 

Janek from ADP Dealer Services Eesti Oü

April 2014

April 2014

AutoMaster DMS integrated with Insly

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Tarmo from Optimal Kindlustusmaakler OÜ

February 2014

February 2014

comments: Insly

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Mareks from SIA Amserv Financial Services

February 2014

February 2014

Insly Overall

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Kaido from Aon Baltic Estonian branch

February 2014

February 2014

Insly insurance broker software review

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Piotr from DCU Insurance Partner

January 2014

January 2014

Pros and cons of the Insly system

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra