Insly Pricing, Features, Reviews & Comparison of Alternatives


Policy admin system for insurance brokers and agents

4.88/5 (16 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.


Starting from
Pricing options
Value for money
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Business size



United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English, Danish, French, German, Italian and 4 other languages, Polish, Portuguese, Russian, Spanish
Insly screenshot: Fully customizable - best insurance broker softwareInsly 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 infoInsly screenshot: Insurance policy overview in

Insly reviews


Very good

Value for money
Ease of use
Customer support
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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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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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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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

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Piotr Ho¿ubniak

Pros and cons of the Insly system

Reviewed 2014-01-24
Review Source: Capterra

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.

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Insly pricing

Starting from
Pricing options
Free trial
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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


Accounting Integration (90 other apps)
Activity Dashboard (143 other apps)
Activity Tracking (94 other apps)
Automatic Notifications (115 other apps)
Billing & Invoicing (125 other apps)
Calendar Management (100 other apps)
Client Portal (79 other apps)
Customer Database (81 other apps)
Customizable Reporting (107 other apps)
Data Import/Export (99 other apps)
Document Management (82 other apps)
Electronic Payments (102 other apps)
Inventory Management (120 other apps)
Inventory Tracking (92 other apps)
Invoice Management (121 other apps)
Reminders (97 other apps)
Reporting & Statistics (177 other apps)
Search Functionality (100 other apps)
Third Party Integration (113 other apps)

Security and privacy


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

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


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.