Insly

Insly

Logiciels pour agents et courtiers

4.9/5 (16 avis)

Insly - Présentation

Description du logiciel Insly

Insly a été créée en 2013 en tant que spin-off d'un groupe de courtiers en assurances performant.

L'équipe d'Insly travaille dans le secteur de l'intermédiation en assurance depuis plus de 15 ans.

Ils ont des bureaux à Londres, Tallinn, Riga, Vilnius, Varsovie, bientôt aux États-Unis et en pleine expansion.

Leur équipe se compose de 25 personnes et grandit chaque jour.

Plus de 100 sociétés de courtage et d'agents d'assurance utilisent Insly sur tous les continents. Consultez les dernières statistiques en direct ici : https://www.insly.com/en/about-us/company.

Insly - Présentation

Prix

À partir de
59,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Insly - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine
Langues
danois, anglais, français, allemand, italien et 4 autres, polonais, portugais, russe, espagnol

Captures d'écran

Capture d'écran pour Insly : Fully customizable interace
Capture d'écran pour Insly : Fully customizable interace Capture d'écran pour Insly : User rights management Capture d'écran pour Insly : Complete log of everything Capture d'écran pour Insly : Real time overview of sales Capture d'écran pour Insly : Add now policy Capture d'écran pour Insly : Custom insurance product Capture d'écran pour Insly : Insurance policy info Capture d'écran pour Insly : Insurance policy overview in cloud

Insly - Avis

Note globale
4.9
/
5 16 avis
Excellent
14

Très bien
2

Moyen
0

Médiocre
0

Mauvais
0

Rapport qualité-prix
4
Fonctionnalités
5
Simplicité d'utilisation
4.9
Support client
4.8
100% des utilisateurs recommandent cette application
Ivo K.

Professional team

Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional. Highly skilled professional development team solved all our system development needs quickly. System was light weight but flexible to suit different channels and specific needs.


Traduire avec Google Translate
Kaido K.

Insly insurance broker software review

Insly insurance broker software features all the aspects that would be expected from a broker software including policy issuing, billing, administration, CRM , reporting and multiple quoting functionalities.

An important advantage is that it is a cloud based system meaning one does not need to install anything to his / her computer.

The insurance quotes can be provided online (through a real time xml connection from insurers) or by inserting /uploading tariff tables.

Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices. Marketing related customization options for brokers who use the system are available and extent of this will most likely be increased in the next version.

All in all a very effective and easy-to-use software for policy quoting, issuing and administration.


Traduire avec Google Translate
Mareks V.

Insly Overall

Overall impression of the Insly broker insurance system is remarkably good but still has opportunities for further improvements.
The system is user friendly, can be accessed from any computer and doesn't need any additional installations.
Insurance quotations work well when main insurance solutions are working properly. On the other hand when working with hight risk class vehicles, mostly all quotations should be done manually and Insly is used to combine all calculations in an easy to read type of proposal, which our clients value.
Insly system provides transparent view of working progress and follow-up reminders.

From the administrative point of view, Insly offers outstanding functionality of insurers reports, handy payment imports, extensive reporting options.
Recommendations might be to insert a variety of commission levels, therefore allowing to differentiate payment methods throughout salesmen and to generate user specific commission acts by adding specific headers and footers to the existing report in order to reduce manual work.


Traduire avec Google Translate
Tarmo H.

comments: Insly

Process automation and efficiency are the two key words that can be associated with Insly broker system. The automated renewal engine for third party liability insurance allowed us to migrate 50% of the back office staff to other duties and tasks. The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional.

Even though the system is pre-calibrated some adjustments are still needed before the system can be used such as personalization of the offer summary templates. Naturally if needed one can use the standard white label templates available as well. Most of the calibration can be done easily by the user himself. At the same time there are some tasks that also require the involvement of the support staff.


Traduire avec Google Translate
Piotr H.

Pros and cons of the Insly system

Pros:
Insly insurance broker software is suitable both for brokers and agents. Works fine for small and big organization, allows to unify the working standard. It is an on-line system meaning there is no need to install anything on user's computer. All main aspects of insurance mediation business are covered well, such as
a) CRM
b) policy issuing;
c) administration;
d) reporting;
e) quoting engine.

Cons:
Quotes are composed over the Internet connection hence an Internet connection is a must for accessing and using the system.


Traduire avec Google Translate
Ivo K.
Secteur d'activité: Services financiers
Taille de l'entreprise: 13-50 employés
Traduire avec Google Translate

Professional team

Publié le 19/09/2014
Provenance de l'avis : GetApp

Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional. Highly skilled professional development team solved all our system development needs quickly. System was light weight but flexible to suit different channels and specific needs.

Kaido K.
Traduire avec Google Translate

Insly insurance broker software review

Publié le 04/02/2014
Provenance de l'avis : Capterra

Insly insurance broker software features all the aspects that would be expected from a broker software including policy issuing, billing, administration, CRM , reporting and multiple quoting functionalities.

An important advantage is that it is a cloud based system meaning one does not need to install anything to his / her computer.

The insurance quotes can be provided online (through a real time xml connection from insurers) or by inserting /uploading tariff tables.

Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices. Marketing related customization options for brokers who use the system are available and extent of this will most likely be increased in the next version.

All in all a very effective and easy-to-use software for policy quoting, issuing and administration.

Note détaillée

Simplicité d'utilisation
Support client

Mareks V.
Traduire avec Google Translate

Insly Overall

Publié le 07/02/2014
Provenance de l'avis : Capterra

Overall impression of the Insly broker insurance system is remarkably good but still has opportunities for further improvements.
The system is user friendly, can be accessed from any computer and doesn't need any additional installations.
Insurance quotations work well when main insurance solutions are working properly. On the other hand when working with hight risk class vehicles, mostly all quotations should be done manually and Insly is used to combine all calculations in an easy to read type of proposal, which our clients value.
Insly system provides transparent view of working progress and follow-up reminders.

From the administrative point of view, Insly offers outstanding functionality of insurers reports, handy payment imports, extensive reporting options.
Recommendations might be to insert a variety of commission levels, therefore allowing to differentiate payment methods throughout salesmen and to generate user specific commission acts by adding specific headers and footers to the existing report in order to reduce manual work.

Note détaillée

Simplicité d'utilisation
Support client

Tarmo H.
Traduire avec Google Translate

comments: Insly

Publié le 13/02/2014
Provenance de l'avis : Capterra

Process automation and efficiency are the two key words that can be associated with Insly broker system. The automated renewal engine for third party liability insurance allowed us to migrate 50% of the back office staff to other duties and tasks. The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional.

Even though the system is pre-calibrated some adjustments are still needed before the system can be used such as personalization of the offer summary templates. Naturally if needed one can use the standard white label templates available as well. Most of the calibration can be done easily by the user himself. At the same time there are some tasks that also require the involvement of the support staff.

Note détaillée

Simplicité d'utilisation
Support client

Piotr H.
Traduire avec Google Translate

Pros and cons of the Insly system

Publié le 24/01/2014
Provenance de l'avis : Capterra

Pros:
Insly insurance broker software is suitable both for brokers and agents. Works fine for small and big organization, allows to unify the working standard. It is an on-line system meaning there is no need to install anything on user's computer. All main aspects of insurance mediation business are covered well, such as
a) CRM
b) policy issuing;
c) administration;
d) reporting;
e) quoting engine.

Cons:
Quotes are composed over the Internet connection hence an Internet connection is a must for accessing and using the system.

Note détaillée

Simplicité d'utilisation
Support client

Recommandation utilisateur
8/10
Basé sur 16 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Insly - Prix

Insly - Prix

À partir de
59,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4/5
Basé sur 16 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Insly - Fonctionnalités

Insly - Fonctionnalités

API
Base de données de clients
Facturation
Fonctionnalité de recherche
Gestion des calendriers
Gestion des documents
Gestion des factures
Gestion des stocks
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Portail client
Rappels
Rapports et statistiques
Rapports personnalisables
Suivi de l'inventaire
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
5/5
Basé sur 16 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

Insly - FAQ

Insly - FAQ

Voici quelques-unes des questions fréquentes sur Insly.

Q. Quels sont les types de licence disponibles pour Insly ?

Types de licences disponibles pour Insly :

À partir de: 59,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Insly ?

Nous n'avons pas d'informations sur les fonctionnalités de Insly.

Q. Qui utilise Insly ?

Utilisateurs habituels du logiciel Insly :

Auto-entrepreneurs, Entreprises de taille moyenne, PME

Q. Dans quelles langues Insly est-il disponible ?

Langues dans lesquelles Insly est disponible :

danois, anglais, français, allemand, italien, polonais, portugais, russe, espagnol

Q. Quels sont les types de licence disponibles pour Insly ?

Types de licences disponibles pour Insly:

Abonnement

Q. Insly prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Insly.

Q. Avec quelles applications Insly peut-il s'intégrer ?

Nous n'avons pas d'informations sur les intégrations offertes par Insly.

Q. Quelles sont les ressources d'aide disponibles pour Insly ?

Ressources d'aide disponibles pour Insly :

FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo