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About Insly

Insurance broker and agents – there are more than 1 million of them globally – are facing serious problem. They are participating in very competitive industry (selling insurance) and they are doing it with paper and spreadsheet. This needs to change in order for them to survive.

Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated. All our competitors are offering their solution in one selected country.

About PCRM

Rhoads’ PCRM (Professional Compliance Requirements Management) is a highly configurable regulatory insurance licensing software that provides tracking, filing, along with requirement reminders and a variety of reporting tools related to the compliance management process. As a cloud-based insurance licensing software, PCRM stores all producer license compliance information for insurance brokers, agencies, carriers and adjusters available anywhere and anytime.

Through insurance compliance tracking, operational risk is greatly reduced by managing the insurance on-boarding and appointment request processes. PCRM helps you ensure that producers are properly licensed avoiding troublesome audits, damaging conduct investigations, and significant fines for the carrier. As an automated compliance system for insurance, PCRM reduces risk and costs and increases agency and broker productivity.

Features

  • 2-Factor Authentication
  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications

Features

  • 2-Factor Authentication
  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications

Summary

  • Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated.

Summary

    No key features associated with this application.

Pricing

  • Starting from: $219.00/month
  • Credit card required: No
  • SMALL AND MEDIUM COMPANY PACKAGE
    Tailored for Companies of up to 20 users:
    • Customer and policy management
    • Manual insurance proposals
    • Invoicing and payment mapping
    • Possibility to set up custom offer & invoice templates
    • Standard reporting
    • Standard API-s
    • Support via chat, email and phone

FAQs

    Does this service integrate with any other apps?
  • Yes, Insly can be tailored for any business needs

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What platforms does this service support?
  • It is cloud based solution and can be used online on every platform.

  • What is this service generally used for?
  • Managing insurance business (brokers and agents)

  • Does this service offer an API?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • Yes, free support worldwide

  • Who are the main user groups of this service?
  • Insurance brokers & Insurance agents

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, PCRM can be formatted with different user types to allow for maximum efficiency.

  • Does this service offer guides, tutorials and or customer support?
  • Rhoads Online is happy to provide industry acclaimed customer support and tutorials.

  • Who are the main user groups of this service?
  • PCRM is a one-stop shop solution for Insurance carriers, adjusters, brokers and agencies.

  • What are some applications this service is commonly used in tandem with?
  • PCRM works in partnership with NIPR, PDB, and GIS.

  • What is this service generally used for?
  • PCRM is used to maintain and manage your insurance licensing needs from end to end.

Vendor Information

Founded:
-
Based in:
London
Employees:
51-200
Likes:
Followers:
2.34k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Insly
  • Startups
  • Agencies
  • Enterprises
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses PCRM
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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