Simple and powerful

Easy to use Interface

Search and manage your clients, policies, objects and payments. Sales workflow (proposal, acceptance, policy, payment) is made very easy for client and for salesperson.

Easy customisation

Getting started is quick and easy – the way it should be. Customise your insurance software interface by adding your logo and selecting a colour scheme to make Insly like your own. No need to worry about development time and costs.

Online Cloud Storage

Insly is web based software, available anywhere and anytime. You don’t need to worry about hosting, backups or other software management related problems.

Customer Support

We have an online Customer Support ready to help you at a moment’s notice.

Full-featured policy administration

Take command over your sales pipeline

CUSTOMERS

Locate any customer in seconds, and view all their coverage and other data in a single panel

POLICIES

Create and administer policies with installment schedules, claims, associated documents and more

INSURANCE PRODUCTS

Configure insurance products with custom data fields

Automate the entire customer life cycle

INVOICING

Generate and send professional looking customized invoices, individually or in bulk

PAYMENTS

Input payments manually or detect in bulk from uploaded bank statements

DEBT MANAGEMENT

Detect unpaid invoices and send reminders automatically

RENEWALS

Automate your renewals process for increased customer retention

Generate complex reports in seconds

INSURER REPORTS
(BORDEREAUX)

Hours of tedious and error-prone work reduced to an automatically handled task

PERFORMANCE
DASHBOARD

Visually track your business’s growth

BUSINESS INTELLIGENCE
INSIGHTS

Dozens of automatically generated reports on customers, sales, billing and more

Extras

Developer

Our API is an easy-to-integrate system which lets you add functionality to almost any web application. Its possibilities are limitless.

There are several extra modules to make your work more efficient

  • Calculator for multiple premium calculations
    It makes thousands of calculations with a couple of clicks.
  • Policy import
    Our web service allows you to import policy data and documents from insurer systems.
  • Document import
    We can easily read and save all the pre-defined data from scanned documents.
  • Partner assets management
    You can administer insurance agreements of all your partner (i.e. bank or leasing company) assets.

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