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Agency Matrix vs Insly Comparison

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Overview

Category Leaders

Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome...

Insly is a cloud-based system for insurance agents and brokers that simplifies policy admin, reporting, invoicing and claims management.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

59

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

3.8

5

4

3

2

1

37

28

10

7

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

4.9

5

4

3

2

1

15

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.
I am pleased with the overall design and ease of the product. I am also pleased with the updates they provide as they integrate new ideas making their product even better.
The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.

Pros

Insly delivered exactly what they promised and the integration gave good efficiency, simplicity and positive feedback from brokers.
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.
The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional.

Cons

The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.
The accounting side of the software is the worst. Very hard to keep track of invoices, and payments.
This entire experience has been awful. It took 2 months to even get a response from the transition team to import information.

Cons

Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices.
It is an on-line system meaning there is no need to install anything on user's computer.
  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review9 months ago

Key features

  • Total features25
  • API
  • Accounting
  • Activity Dashboard
  • Administrative Reporting
  • Bank Reconciliation
  • Billing & Invoicing
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Commission Management
  • Contact Management
  • Customizable Reports
  • Document Automation
  • Document Management
  • Document Storage
  • Drip Campaigns
  • Email Marketing
  • For Auto Insurance
  • General Ledger
  • Insurance Policy Management
  • Lead Management
  • Multi-Channel Marketing
  • Policy Issuance
  • Policy Processing
  • Productivity Analysis
  • Property & Casualty
  • Quotes/Estimates
  • Reinstatement Tracking
  • Renewal Management
  • Reporting & Statistics
  • SMS Marketing Managment
  • Sales Reports
  • Task Management
  • Workflow Management
  • Total features16
  • API
  • Accounting
  • Activity Dashboard
  • Administrative Reporting
  • Bank Reconciliation
  • Billing & Invoicing
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Commission Management
  • Contact Management
  • Customizable Reports
  • Document Automation
  • Document Management
  • Document Storage
  • Drip Campaigns
  • Email Marketing
  • For Auto Insurance
  • General Ledger
  • Insurance Policy Management
  • Lead Management
  • Multi-Channel Marketing
  • Policy Issuance
  • Policy Processing
  • Productivity Analysis
  • Property & Casualty
  • Quotes/Estimates
  • Reinstatement Tracking
  • Renewal Management
  • Reporting & Statistics
  • SMS Marketing Managment
  • Sales Reports
  • Task Management
  • Workflow Management

Integrations

  • Total integrations4
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Agency Matrix logo

Agency Matrix

Agency Matrix

Reviewed a year ago
Pros

I like how you can configure the software to your needs. Wish it could be more customizable to really be tailored to what my companies needs are. The email automation is a cool feature.

Cons

Wish it could be more customizable to really be tailored to what my companies needs are. Adding Ins companies could be more streamline. It has a lot of features that are not usable or were programmed for bigger companies and mean nothing to me. Had issues in the beginning, they forgot to schedule additional training on features. Had to hunt them down to get it done.

Vendor response

Hi Joseph, Thank you for your review of InsurancePro. Your feedback is very important to us. Do you think you benefit from any additional training? If so, I would be happy to set that up for you. Please let us know if you need anything else.