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Insly Logo

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A full-cycle low-code insurance software solution.

(13)

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Insly Features

Features Summary

Functionality

4.5

/5

17

Total features

61

7 categories

Insly features

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Audit Trail
Billing & Invoicing

Common features of Billing and Invoicing software

API
Accounting Integration
Activity Dashboard
Alerts/Notifications
Backup and Recovery
Billing Portal
Bulk Send
Client Management

Price starts from

4000

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

17

Price starts from

4000

Per month

Total Features

61

Unique features

  • Transaction Management

  • General Ledger

  • Financial Reporting

Functionality

4.6

/5

277

Price starts from

ic-pricetag

No pricing info

Total Features

72

Features in Common

53

Unique features

  • Secure Login

  • Lead Management

  • Email Marketing

  • Marketing Automation

Functionality

4.7

/5

149

Price starts from

99

Per month

Total Features

89

Features in Common

57

Unique features

  • For Insurance Industry

  • Reporting/Analytics

  • Data Import/Export

  • Customer Database

Common Insly comparisons

Insly logo
Xero logo
InslyvsXero

Reviewers who mentioned features said:

MV
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Mareks V.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Insly Overall

Reviewed 11 years ago

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...

Pros

No pros were added to this review

Cons

No cons were added to this review

KK
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Kaido K.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Insly insurance broker software review

Reviewed 11 years ago

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...

Pros

No pros were added to this review

Cons

No cons were added to this review

TH
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Tarmo H.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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comments: Insly

Reviewed 11 years ago

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.

Pros

No pros were added to this review

Cons

No cons were added to this review

PH
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Piotr H.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Pros and cons of the Insly system

Reviewed 11 years ago

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.

Pros

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Cons

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JP
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Janek P.

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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AutoMaster DMS integrated with Insly

Reviewed 10 years ago

Car dealers that use AutoMaster DMS can now enjoy direct access to insurance, leasing quoting and policy issuing, powered by Insly. We found good understanding with Insly as they quickly recognised what it takes for a car dealer to sell insurance and finance support with the car.

Pros

No pros were added to this review

Cons

No cons were added to this review

AR
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Verified reviewer

Financial Services, 1,001-5,000 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Broad tool featureset

Reviewed 6 years ago
Pros

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

Cons

The chatbot that it prides itself on could use work for true improvement. There's a lot of potential there, though.