Insly is a cloud-based accounting solution that is designed for brokers, agents and accounting professionals. Key features include accounting and billing management, debt management and reporting.
Insly helps in managing sales pipeline where users can view customers details such as location, email, type of customer and other related information. Users can also create and manage policies by viewing installment schedules, claims, active offers, renewals and more. The reporting feature helps users in providing a review of business results. The solution provides customizable reports that contain overview as well as detailed operational reports.
The sales reports dashboard provides a statistical review of sales on a periodic basis. Users can specify report criteria that include installment dates and policy insurer person and type of installment.
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.
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Ando from Insta Insurance AS
J¿nis from IIZI Brokers Ltd
Evija from Compensa TU S.A. Vienna Insurance Group Latvijas fili¿le
Krijnis from Eurorisk Latvia SIA
Ivo from Seesam
Ivo from Directors Chambers Ltd
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Raul from Gjensidige Baltic
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Igor from Estonian Insurance Brokers Association
Number of employees: 2-10 employees
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Janek from ADP Dealer Services Eesti Oü
Tarmo from Optimal Kindlustusmaakler OÜ
Mareks from SIA Amserv Financial Services
Kaido from Aon Baltic Estonian branch
Piotr from DCU Insurance Partner
Daniel from Segureo