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BrokerFlow by Insly is our proposal management software
Our Broker Policy Administration software lets you manage your customers with ease
Simple and powerful software for
No implementation – sign up and start working
Insly is fully web-based, available anywhere and anytime. Being SaaS means you don’t need to worry about hosting, backups or other software management related overhead.
All your clients in one place with a 360 view of all their policies, claims, invoices, documents, etc.
Keep everything organized with easy to use and secure cloud document storage
Send professional looking invoices in seconds, then turn on automatic emails for instalments and reminders for overdue invoices. You and your team will spend a lot less time chasing payments and more time helping clients.
Real-time insight into how much you owe your insurers and how much they owe you.
Generate a report in one click to see your written vs paid premiums and commissions.
Never forget a policy renewal again with automatic reminders. Create a new renewed policy in a few clicks.
Simple, but flexible: capture any details about the incident, the claimant, update statuses and payments, upload documents.
14 day free trial with no credit card entry required
Fully subscription based - start or cancel at any time!
Pricing is fully subscription-based – you can start and stop your account at any time and grow and shrink your team as required.
If you use the local version of Insly in Poland, Estonia or Latvia then check prices from local website.