I can not imagine what it might be missing or what there would be not to like.

I cannot think of a thing I don't like about the program.

The ease of using the software. Technical support is amazing also.

Overall, I am extremely satisfied with Agency Advantage.

I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.

Just the lagging of the system and when the internet going slow.

I really like that there are several options to find customers, not just by name. The payment system is very easy, but most importantly, the Reports.

Reliable and easy to use. Great for reconciling commissions.

With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.

Can't think of anything I don't like. Everything is always working and almost never.

They are the exemplify the best customer service I know.

I love everything about agency advantage. Its easy to use and so easy to learn.

Ability to have all needed insurance policy information for our clients in one place so we are better able to assist them more quickly when they or a Certificate Holder contacts us.

Very easy & user friendly. Excellent customer support.

Greatly appreciated of this software because it allows us to be more efficient in the work place.

We see added value in reaching our partner brokers more efficiently through Insly and providing them with good products.

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

Can be used from anywhere. Customer support is available all of the time.

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.

Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices.

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.

It is an on-line system meaning there is no need to install anything on user's computer.

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

The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional.

With the help of Insly.com we were able to launch from zero full state of the art system within few months.

US Dollar

Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cancellation tracking and contact management.

Teams using Agency Advantage can create marketing campaigns to round their accounts, manage the operational and trust accounts with Quickbooks integration, send text messages to individual clients and generate comparative ratings by integrating the platform with various rating applications. Additionally, users can scan documents, photos and other items to the customers' folders, which can be saved for future reference. 

Agency Advantage offers a complete diary system that allows agents to follow up on change requests, letters, notes and more. It is available on monthly subscriptions and support is extended via online inquiry form. 

LongDescription

Cancellation Tracking

Insurance Policy Management

Claims Tracking

Property & Casualty

For Auto Insurance

Contact Management

Billing & Invoicing

Renewal Management

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Reinstatement Tracking

Document Management

Small initial License Fee plus on-going Monthly License Fee.

Self-Employed

2-10

11-50

51-200

Agency Advantage

Live Online

Webinars

Documentation

Euro

Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products. Additional services like accounting, reporting, and claims management tools further enhance the platform's capabilities for streamlining and optimising insurance selling and admin processes.

You can use Insly for:
- Launching your insurance product
- Distributing your insurance product
- Accounting, reporting and data capture
- Claims management and handling

Insurance Policy Processing

Policy Issuance

Document Templates

User Management

Status Tracking

Insurance Rating

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Referral Tracking

SSL Security

Policy Management

Invoice Management

Risk Assessment

Customizable Fields

Self Service Portal

Audit Trail

Configurable Workflow

Commission Calculations

Forms Management

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Customizable Templates

Accounting Integration

Real Time Reporting

Customizable Branding

Contact Database

Monitoring

Customizable Forms

Client Management

Third-Party Integrations

Task Management

Search/Filter

Real Time Analytics

Customer Accounts

Version Control

Rating Engine

Real-Time Updates

Policy Library

Underwriting Management

General Ledger

Transaction Management

Financial Reporting

Mac OS

Web browser (OS agnostic)

Windows 10

Starting from €4,000 per month, with additional modules starting from €600. There is also a % fee based on GWP (Gross Written Premiums). For more details please get in touch.

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