Insly Pricing, Features, Reviews & Comparison of Alternatives

Insly

Policy admin system for insurance brokers and agents

4.88/5 (17 reviews)

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.
www.insly.com

Pricing

Starting from
$59/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English, Danish, French, German, Italian and 4 other languages, Polish, Portuguese, Russian, Spanish
Insly screenshot: Insurance policy overview in cloudwww.insly.comInsly screenshot: Fully customizable interaceInsly screenshot: User rights managementInsly screenshot: Complete log of everythingInsly screenshot: Real time overview of salesInsly screenshot: Add now policyInsly screenshot: Custom insurance productInsly screenshot: Insurance policy infowww.insly.com - best insurance broker software

Insly user reviews

Excellent
15

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.5
  4.5
  4.8
  4.8
Ivo Kuldmäe

Professional team

Reviewed 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.

Rating breakdown

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Jenny Despot

Can use anywhere on any device.

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Mareks Vaisuns

Insly Overall

Reviewed 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

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Kaido Konsap

Insly insurance broker software review

Reviewed 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

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Tarmo Hillep

comments: Insly

Reviewed 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

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Insly pricing

Starting from
$59/month
Pricing options
Subscription
Free trial
View Pricing Plans

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

API

Accounting Integration (106 other apps)
Activity Dashboard (210 other apps)
Activity Tracking (111 other apps)
Automatic Notifications (141 other apps)
Billing & Invoicing (158 other apps)
Calendar Management (116 other apps)
Customer Database (113 other apps)
Customizable Reporting (136 other apps)
Data Import/Export (146 other apps)
Document Management (132 other apps)
Document Storage (101 other apps)
Electronic Payments (134 other apps)
Inventory Management (159 other apps)
Inventory Tracking (119 other apps)
Invoice Management (149 other apps)
Reminders (113 other apps)
Reporting & Statistics (244 other apps)
Search Functionality (136 other apps)
Third Party Integration (168 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Insly

Key features of Insly

  • Accounting Management
  • Billing Management
  • CRM
  • Claims management
  • Debt Management
  • Document import
  • Document management
  • Easy setup
  • Easy to use Interface
  • Online Cloud Storage
  • Policy Administration
  • Policy import
  • Renewal management
  • Reporting Management
View All Features

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.