Quick Links


What is Insly?

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

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.


Insly scored 35/100 in the Insurance category. This is based on user satisfaction (0/100), press buzz (41/100) and other relevant information on Insly gathered from around the web.

The score for this service has declined over the past month. What is this?

  • Insly
  • Insly

Insly Product Overview

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


Languages: English

Insly Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • General Account Ledger
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payment Processor
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Insly Pricing Plans


Other pricing information:

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

Plans starting from: $219.00/month Credit card required: No

Insly FAQs

Does Insly integrate with any other apps?

Yes, Insly can be tailored for any business needs

Does Insly offer multi-user capability? (e.g. teams)

Yes

What platforms does Insly support? (e.g. native mobile apps)

It is cloud based solution and can be used online on every platform.

What is Insly generally used for?

Managing insurance business (brokers and agents)

Does Insly offer an API?

Yes

Does Insly offer guides, tutorials and or customer support?

Yes, free support worldwide

Who are the main user groups of Insly?

Insurance brokers & Insurance agents

on
Page last modified:

Insly User Reviews

No reviews yet. Rate this app or be the first to review!
Back to top
Feedback