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What is Insly?

Industry Specialties: Insurance

Insly is a cloud-based service that provides agencies with a comprehensive dashboard to create products and oversee customer activity. It offers digital building tools, sales tracking, engagement reporting and seamless integrations.

Users can simplify solution development with intuitive coding and API-friendly architecture. Optimize business practices and automate management workflows for improved productivity. Expedite policy processing, track asset reports and securely manage documents.
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#51

Insly is ranked #51 in the Insurance Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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Insly Pricing

Based on our most recent analysis, Insly pricing starts at $49 (Per User, Monthly).

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Price
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Starting From
$49
Pricing Model
Per User, Monthly
Free Trial
Yes, Request for Free

Training Resources

Insly is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Insly:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Insly Benefits and Insights

Why use Insly?

Key differentiators & advantages of Insly

  • Streamlined Operations: Insly automates routine tasks such as policy renewals and claims processing, reducing administrative workload and allowing staff to focus on higher-value activities.
  • Enhanced Customer Experience: With Insly, clients can access their policy information, submit claims, and receive updates through a user-friendly portal, improving overall satisfaction and engagement.
  • Improved Accuracy: The software minimizes human error by automating data entry and calculations, ensuring that policy details and financial records are consistently accurate.
  • Real-Time Reporting: Insly provides up-to-date analytics and reports, enabling businesses to make informed decisions quickly and respond to market changes effectively.
  • Cost Efficiency: By reducing the need for manual processes and paperwork, Insly helps lower operational costs and increases profitability for insurance companies.
  • Regulatory Compliance: Insly ensures that all processes adhere to industry regulations and standards, reducing the risk of non-compliance and potential fines.
  • Scalability: The platform can easily scale to accommodate growing business needs, whether it’s adding new users, expanding to new markets, or integrating additional functionalities.
  • Data Security: Insly employs robust security measures to protect sensitive client information, ensuring data integrity and confidentiality.
  • Customizable Solutions: The software can be tailored to meet the specific needs of different insurance providers, offering flexibility in terms of features and workflows.
  • Seamless Integration: Insly integrates with various third-party systems such as CRM and accounting software, creating a cohesive ecosystem that enhances overall efficiency.
  • Enhanced Collaboration: The platform facilitates better communication and collaboration among team members, leading to more coordinated and effective operations.
  • Time Savings: By automating repetitive tasks, Insly frees up valuable time for employees, allowing them to focus on strategic initiatives and client relationships.
  • Client Retention: The improved service and efficiency provided by Insly contribute to higher client retention rates, fostering long-term business growth.
  • Business Intelligence: Insly’s advanced analytics tools provide insights into business performance, helping companies identify trends, opportunities, and areas for improvement.
  • Flexibility in Policy Management: The software allows for easy adjustments to policy terms and conditions, making it simpler to meet client needs and market demands.

Industry Expertise

Insly specializes in providing solutions tailored for the insurance industry, leveraging its expertise to cater to brokers, agents, and underwriters. Its deep understanding of insurance workflows, compliance requirements, and risk management enables it to offer a platform that streamlines operations, enhances efficiency, and improves customer service. This makes Insly particularly suited for insurance professionals seeking to modernize their practices, manage policies more effectively, and gain a competitive edge in a rapidly evolving market.

Insly Reviews

Average customer reviews & user sentiment summary for Insly:

User satisfaction level icon: excellent

35 reviews

98%

of users would recommend this product

Insly has a 'excellent' User Satisfaction Rating of 98% when considering 35 user reviews from 3 recognized software review sites.

Synopsis of User Ratings and Reviews

Based on an aggregate of Insly reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Streamlined Policy Management: Users praise Insly for simplifying policy administration, allowing them to effortlessly create, store, and manage policies in one central location.
  • Effortless Quote and Proposal Generation: Insly enables users to generate professional quotes and proposals quickly, enhancing efficiency and customer experience.
  • Intuitive Claims Handling: The platform streamlines claims processing, allowing users to efficiently manage claims from initial report to settlement.

Cons

  • Limited Customization: Some users have expressed frustration with the platform's limited ability to customize workflows and processes to align with their specific business needs.
  • Reporting Functionality: A few users have mentioned that the reporting features could be more robust and offer greater flexibility in terms of data extraction and analysis.
  • Learning Curve: While generally considered user-friendly, some users have noted that there's a bit of a learning curve to fully grasp all of Insly's features and functionalities, particularly for those new to insurance software.

Researcher's Summary:

Is Insly insanely great? Insly users have praised the software for its user-friendly interface, making it a breeze to navigate even for those who aren't tech-savvy. They also appreciate the comprehensive suite of features, covering everything from policy issuance to billing and administration, eliminating the need for multiple software solutions. Affordability is another major plus, making it accessible to businesses of all sizes. However, some users have expressed concerns about the lack of robust customer support, leaving them feeling stranded when issues arise. Occasional bugs have also been reported, which can disrupt workflow and cause frustration.

Despite these drawbacks, users generally find Insly to be a solid choice, particularly for smaller businesses that don't require extensive customer support. Its ease of use, comprehensive features, and affordability make it a strong contender in the market, especially when compared to more complex and expensive alternatives like Salesforce. However, businesses that prioritize reliable customer support and a bug-free experience might want to explore other options.

Key Features

  • Product Oversight: Manage product lifecycles and move products through development and testing to market implementation. Aggregate data sources, quotes, reports and transactions in one hub.
  • Underwriting: Access the most important client data. Apply templates for automation of simpler tasks, allowing increased focus on more difficult tasks.
  • Policy Management: Enable mid-term policy changes for brokers and customers. Browse activities from the policy screen and navigate workflows and requirements to complete policy actions.
  • Finance Tracking: Assimilate multiple data sources into a simple summary view. Track reports and invoices and review case synopses.
  • Claims Management: Streamline claims quickly with automated systems and manageable forms. Access dynamic reports, group claims and policies together. Create task reminders for handling claim activity.
  • Integrations: Compile data using third-party integrations and connect with external applications to extend platform abilities. Use CRM integrations to quickly access databases and organize information. Integrate with OneDrive for transparent management of documents.
  • Document Control: Systemize customer information, archive data and find specific files. Group all policy documents into a central repository for each client.
  • Data Management: Enhance visibility of client and company information across numerous channels. Access and edit libraries, forms and workflows.

Suite Support

mail_outlineEmail: Contact [email protected] and receive a response within 24 hours.
phonePhone: +44 0 (203) 637-2590.
schoolTraining: Information not specified.
local_offerTickets: Submit a support ticket and receive an email response.
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