Simple and powerful

Easy to use Interface

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.

No implementation – sign up and start working

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.

Online Cloud Storage

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.

Personal Support

Our online Customer Support is ready to help you at a moment’s notice.

Program dla agencji ubezpieczeniowej 

Full-featured policy administration

Take your customer service to the next level

CUSTOMERS

Find any customer in seconds and identify new opportunities by having a 360 degree view of all their records from a single panel.

POLICIES

Add, amend and renew policies, set up premium and fee payments, link claims, associated documents and create tasks for your team to collaboratively execute.

CLAIMS

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.

Cut your policy administration time in half

INVOICING

Create and send professional looking client invoices individually, in bulk or set it on autopilot and have the system do the work for you.

PAYMENTS

Reconcile received client payments as well as payments to and from insurance companies with ease.

DEBT MANAGEMENT

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.

RENEWALS

Never forget a policy renewal again with our automatic reminders and set up the new policy details in a few clicks.

Stay on top of your portfolio at all times

PERFORMANCE
DASHBOARD

Visually track your business growth. View written vs earned premiums, sales by product, sales by broker and more.

REAL-TIME BUSINESS INSIGHTS

Understand how your business is doing with dozens of reports on sales, commissions, receivables and more obtainable in a click.

INSURER REPORTS

Always know what you owe your insurers. (and what they owe you).

Extras

Need help getting started?

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.

  1. Click “Try for free” and sign up for your very own Insly account
  2. Log in and book a free one-on-one demo through the chat
  3. Have a look at our Help Center for a startup guide, tutorial videos and other useful articles
  4. Use the in-application chat to book a 2 hour setup / training session with our customer coaches for a one-time fee of €199 (optional).
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