A lot of broker systems are clunky to use and horrifying to look at. Not ours.
Adding policies is quick and easy like it should be and navigating between clients, policies, claims and invoicing is seamless.
You can start adding your first clients in minutes and full system setup can be done in less than a day. Add your insurers, products, taxes, currencies and make the system your own by adding your logo and company branding.
DIY using our setup guides or take advantage of our experienced customer coaches who can help you configure your account.
Insly is fully web-based, available anywhere and anytime. Being SaaS means you don’t need to worry about hosting, backups or other software management related problems.
Our online Customer Support is ready to help you at a moment’s notice.
Find any customer in seconds and identify new opportunities by having a 360 degree view of all their records from a single panel.
Add, amend and renew policies, set up premium and fee payments, link claims, associated documents and create tasks for your team to collaboratively execute.
A single place to track all the required information, documents, photos and more. Create your own FNOL forms, claim management workflows and track claim payments.
Create and send professional looking client invoices individually, in bulk or set it on autopilot and have the system do the work for you.
Reconcile received client payments as well as payments to and from insurance companies with ease.
Clients don’t always pay on time and chasing after them takes time. This is why we have automatic reminders and client notifications on overdue payments.
Never forget a policy renewal again with our automatic reminders and set up the new policy details in a few clicks.
Visually track your business growth. View written vs earned premiums, sales by product, sales by broker and more.
Understand how your business is doing with dozens of reports on sales, commissions, receivables and more obtainable in a click.
Always know what you owe your insurers. (and what they owe you).
Making your insurance business digital with Insly does not require any technical skills or a lofty implementation budget. That said, every software has its learning curve, which is why we work hard to make it as easy for you as possible.