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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 Smart Agent

Smart Agent is the best, easy, effective & user-friendly Insurance policy management app for Insurance agents or agencies. It can be easily use for any kind of insurance (life, general, motor etc) & you can manage any company policy in it. Insurance agents also create their website & get more customers from this app and website (www.smartagent.co.in)

SmartAgent mobile application will help individual insurance agents or agencies to manager their customers detail and customer's policy data & also send policy reminder and service based message to customer.

SECURITY:
SmartAgent takes all measures to secure your data on our servers. Our servers are protected by using a firewall which is hardware and software system that blocks access by unauthorized parties. SmartAgent follow all IT Industry policy & policies that keep your data private and confidential. We will not share your data with any third party. Your data is your data only.

SUPPORT:
Smart Agent provide award winning support to customers, You just call us or mail us and we will solve your problem in no time.

FEATURES OF SMARTAGENT APP::
1. Create web profile, dedicated insurance agent web page.
2. Increase online presence.
3. Get more customers from your city & from entire country.
4. Manage all type of Insurance company.
5. Manage policy plan with plan number
6. Manage customers details
7. Manage customers policy with policy number
8. Manage customers policy premium & track customer premium due
9. Manage policy payment status
10. Send service reminder SMS customers
11. Reminder for upcoming premium & upcoming policy expiry
12. Reports

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 an API?
  • No.

  • What platforms does this service support?
  • All devices

  • What are some applications this service is commonly used in tandem with?
  • Not sure about it.

  • What is this service generally used for?
  • To manage customers details, customer's policies details with documets, customer policy premium and expiry reminder

  • Does this service integrate with any other apps?
  • No.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

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

  • Who are the main user groups of this service?
  • Insurance Agents, brokers & agencies

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 Smart Agent
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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