Insly

Insly

Policy admin system for insurance brokers and agents

4.9/5 (16 avaliações)

Resumo do 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.

Preços

A partir de
US$ 59,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina

Idiomas

Danês, Inglês, Francês, Alemão, Italiano e outros 4, Polonês, Português, Russo, Espanhol

Insly - Avaliações

Classificação geral
4.9/5
100% avaliações positivas
14
Excelente
2
Muito bom
0
Regular
0
Ruim
0
Péssimo
Mareks V.
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Insly Overall

Avaliado em 07/02/2014
Fonte da avaliação: 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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Kaido K.
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Insly insurance broker software review

Avaliado em 04/02/2014
Fonte da avaliação: 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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Tarmo H.
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comments: Insly

Avaliado em 13/02/2014
Fonte da avaliação: 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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Piotr H.
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Pros and cons of the Insly system

Avaliado em 24/01/2014
Fonte da avaliação: 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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Ivo K.
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Professional team

Avaliado em 19/09/2014
Fonte da avaliação: 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.

Preço do Insly

A partir de
US$ 59,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

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.

Recursos do Insly

  • API

  • Acompanhamento de atividades
  • Banco de dados do cliente
  • Cobrança e faturamento
  • Criação de relatórios personalizável
  • Função de busca
  • Gerenciamento de documentos
  • Gerenciamento de faturas
  • Gestão de calendários
  • Gestão de estoques
  • Importação/exportação de dados
  • Integração da contabilidade
  • Integração de terceiros
  • Lembretes
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Painel de atividades
  • Portal do cliente
  • Rastreamento de estoque
  • Relatórios e estatística

Mais informações sobre Insly

Principais recursos do Insly

  • API
  • Accounting Management
  • Billing Management
  • Customer Support
  • Debt Management
  • Document import
  • Document management
  • Easy customisation
  • Easy to use Interface
  • Online Cloud Storage
  • Partner assets management
  • Policy import
  • Quoting & Acceptance Online
  • Renewal management
  • Reporting Management

Vantagens

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.

Perguntas frequentes sobre o Insly

Abaixo estão algumas perguntas frequentes sobre o Insly.

P: Que tipo de planos o Insly oferece?

O Insly oferece os seguintes planos de pagamento:

A partir de: US$ 59,00/mês

Modelo de preços: Assinatura

Avaliação gratuita: Disponível

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.

P: Quais são os principais recursos do Insly?

O Insly oferece os seguintes recursos:

  • API
  • Accounting Management
  • Billing Management
  • Customer Support
  • Debt Management
  • Document import
  • Document management
  • Easy customisation
  • Easy to use Interface
  • Online Cloud Storage
  • Partner assets management
  • Policy import
  • Quoting & Acceptance Online
  • Renewal management
  • Reporting Management

P: Quem costuma usar o Insly?

Os clientes habituais do Insly são:

Autônomos, Empresas de médio porte, Pequenas empresas

P: Em que idioma o Insly está?

O Insly está nos seguintes idiomas:

Danês, Inglês, Francês, Alemão, Italiano, Polonês, Português, Russo, Espanhol

P: Que tipo de planos o Insly oferece?

O Insly tem os seguintes planos de preços:

Assinatura

P: O Insly é compatível com disponíveis móveis?

Não temos informações sobre os dispositivos compatíveis com o Insly.

P: O Insly se integra com quais outros aplicativos?

Não temos informações sobre quais integrações o Insly oferece.

P: Que nível de suporte o Insly oferece?

O Insly oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online, Tutoriais em vídeo