Insly for brokers

Insurance Brokers
Independent Agents

Simple and powerful software for

No implementation – sign up and start working

All the broking admin tools in one lightweight package

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.

Customer and policy information is accessible on the go

All your clients in one place with a 360 view of all their policies, claims, invoices, documents, etc.

Document management

Keep everything organized with easy to use and secure cloud document storage

Client Invoices and debt management

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.

Insurer billing and reports

Real-time insight into how much you owe your insurers and how much they owe you.

Commission and sales reporting

Generate a report in one click to see your written vs paid premiums and commissions.

Renewals

Never forget a policy renewal again with automatic reminders. Create a new renewed policy in a few clicks.

Claims

Simple, but flexible: capture any details about the incident, the claimant, update statuses and payments, upload documents.

Work from anywhere

Pricing

€ 49 per user/mo+VAT

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.

Insly tailored for your Country

In several countries Insly has made integrations with local insurers allowing you to prepare the quotes and issue policy online from Insly software. It also includes many more country specific features to make you a fully digital insurance broker.