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Insurance Software Solutions To Grow Your Business

Insly Overview

Insly is a versatile and efficient insurance software designed for brokers and agents seeking to streamline their operations. It offers a comprehensive suite of features, including policy management, which allows for easy creation, management, and tracking of insurance policies. Insly's client management system is intuitive, enabling effective organization and access to client data. The software shines in its billing and invoicing capabilities, simplifying financial transactions and record-keeping. Additionally, it offers robust reporting tools, providing valuable insights and analytics to enhance decision-making. The user interface is clean and user-friendly, ensuring a smooth experience for all users. Insly's cloud-based nature means accessibility from anywhere, boosting productivity. Overall, Insly is a practical solution for insurance professionals looking to optimize their workflow and client service.

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Insly Screenshot & Video

Contact Details

  • Vendor Name Insly
  • Founded 2001
  • Location United States
  • Employees 101-500

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

Danish, English, French, German, Italian, Polish, Portuguese, Russian, Spanish


Industries

Information Services, Information Technology & Services

Insly Features

  • Arrow Icon Performance Metrics
  • Arrow Icon Inventory Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Calendar Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Contact Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Workflow Management
  • Arrow Icon Accounting
  • Arrow Icon Financial Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Client Management
  • Arrow Icon Project Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Third Party Integrations
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon CRM
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Document Management
  • Arrow Icon Email Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Order Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Management
  • Arrow Icon Client Portal
  • Arrow Icon Artificial Intelligence
  • Arrow Icon General Ledger
  • Arrow Icon Accounts Payable
  • Arrow Icon Accounts Receivable
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Billing and Invoicing
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Reporting
  • Arrow Icon Budgeting and Forecasting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Inventory Management
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Fund Accounting
  • Arrow Icon Multi-Currency
  • Arrow Icon Tax Management
  • Arrow Icon Payroll Management
  • Arrow Icon Subscription Billing
  • Arrow Icon Project Accounting
  • Arrow Icon Compliance Management
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Mobile Payments
  • Arrow Icon Billing Portal
  • Arrow Icon Project Billing
  • Arrow Icon Tax Calculation
  • Arrow Icon Multi-Currency
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Contact Database
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Credit Card Processing
  • Arrow Icon Customizable Invoices
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Processing
  • Arrow Icon Reminders
  • Arrow Icon Payment Processing
  • Arrow Icon Document Management
  • Arrow Icon Hourly Billing
  • Arrow Icon Contingency Billing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Credit Reporting
  • Arrow Icon In-House Collections
  • Arrow Icon Client Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Callback Scheduling
  • Arrow Icon Workflow Management
  • Arrow Icon Transaction Management
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Automated Notices
  • Arrow Icon Multiple User Accounts
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Compliance Management
  • Arrow Icon Collection Agencies
  • Arrow Icon Commission Management
  • Arrow Icon Payment Plans
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Financial Reporting
  • Arrow Icon Transaction Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon Chart of Accounts
  • Arrow Icon Multi-Currency
  • Arrow Icon Multi-Location
  • Arrow Icon Audit Trail
  • Arrow Icon Cash Flow Management
  • Arrow Icon Accounts Receivable
  • Arrow Icon Accounts Payable
  • Arrow Icon Data Import/Export
  • Arrow Icon Activity Dashboard
  • Arrow Icon Expense Tracking
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Artificial Intelligence

Insly Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Insly FAQs

Insly is a versatile and efficient insurance software designed for brokers and agents seeking to streamline their operations. It offers a comprehensive suite of features, including policy management, which allows for easy creation, management, and tracking of insurance policies. Insly's client management system is intuitive, enabling effective organization and access to client data. The software shines in its billing and invoicing capabilities, simplifying financial transactions and record-keeping. Additionally, it offers robust reporting tools, providing valuable insights and analytics to enhance decision-making. The user interface is clean and user-friendly, ensuring a smooth experience for all users. Insly's cloud-based nature means accessibility from anywhere, boosting productivity. Overall, Insly is a practical solution for insurance professionals looking to optimize their workflow and client service.

  • No, Insly does not offer a free version.

  • No, Insly does not offer any free trial.

  • No, Credit Card details are not required for the Insly trial.

  • Yes, Insly offers an API.

  • Insly offers support with the following options:
    • Email , Chat , Knowledge Base

  • Insly offers training with the following options:
    • In-person , Webinar , Documentation

  • Insly supports the following languages:
    • Danish , English , French , German , Italian , Polish , Portuguese , Russian , Spanish

  • Following are the typical users of the Insly:
    • Self-Employed , Small-Business , Midsize-Business

  • Insly supports the following deployment:
    • Cloud Hosted

  • Insly supports the following devices and operating systems:
    • Web-Based

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