Insly for brokers
Book a demo

Welcome! Do You want to change language?

Now language is
Change
BrokerFlow

BrokerFlow by Insly is our proposal management software

Sign up

    Broker Policy Admin

     Our Broker Policy Administration software lets you manage your customers with ease

    Sign up

    Ever wondered how much time and money it takes you to bind one policy?

    If you have a rough idea how much time you spend per quote/policy today, use this simple calculator to find out.

    The calculator will also tell you the total cost to bind a target number of policies per year and the number of FTEs required to do so.

    We’ve made some assumptions using UK average employer costs and working hours available per one FTE Underwriter. Read more on assumptions made + sources in results.

    P.S. Any information entered here is treated confidentially and we will not share this with any 3rd parties.

    £ GBP € EUR $ USD

    Send me the full ROI report

    What’s in the box

    Product distribution

    Your products deserve to go-to-market, and IT should not be a blocker.

    No-Code/Low-Code product builder

    Every aspect of the product can be changed on the fly: forms, workflows, documents.

    Rating Engine as a service

    Build online or convert from excel – your rating engine is live in one day. Provide rating engine API access for your partners.

    Document management

    Generate professional looking documents in a click. Template changes are as easy as uploading a word document.

    Instant Broker Portal

    Give your staff the gift of extra time by taking your applications online. Give your brokers access with the click of a button. Let your most valuable partners access your products directly from their Policy Administration System and sell them on their website.

    B2C model support

    The entire policy system is exposed via APIs so you can create the perfect consumer experience.  

    Book a demo

    Underwriting and policy admin

    Great underwriters manage great portfolios

    Flexible Underwriter screen

    Place all decision-making aids right on the underwriter screen (quote submission + referrals + sanctions searches + address lookup — you name it).

    Automate cookie cutter cases

    Customisable workflows with referral triggers mean you can take your hands off the simple cases and focus your time on adding customer value.

    Mid-Term Policy changes

    MTA-s and endorsements can be processed in their entirety by the requesting broker/customer, with customizable safeguards that give you control over this process.

    Take your hands off Renewals

    Automatically assigned reminders mean renewal cases always reach the right person in time. Take it a step further and automate your renewal quotes or policy creation flows.

    Document Management

    Document generation, upload and storing makes staying on top of things easy. OneDrive integration lets you seamlessly sync files back and forth with your Microsoft applications. 

    Update your quote/policy document templates by simply uploading a new file. 

    Book a demo

    Premium Accounting and BI

    Insly’s double-entry ledger and premium accounting features help you make sure every cent is accounted for.

    Client/Broker invoices and receivables

    Create and send policy invoices automatically. Track premiums coming in and premiums moving out of your trust accounts.

    Multi-currency support

    Invoices, instalments and payments are tracked in multiple currencies.

    Bordereaux/insurer reports

    Comply with your insurers’ data requirements and produce written/paid/claim bordereau with the click of a button. Send data to your insurer electronically in real-time or via a good old-fashioned excel bordereau

    Accounting reports

    Thanks to the built-in double entry accounting ledger, rigorous accounting reports like P&L statements and Trial Balance are produced with ease.

    Build your own BI Reports

    Create custom business intelligence reports and dashboards from any kind of information you collect.

    Claims

    Decent claims handling means better conditions for all parties!

    Establish a coherent and clear process for dealing with claims

    From fast & clear to a fully automated handling process.

    Much better overview of claim status

    For all types of users.
    Customized reporting.

    Reduce the direct and indirect costs of handling claims

    Less TPA services.
    Faster process.
    Fraud alarms.

    End-users love streamlined claims

    See higher NPS scores and higher renewal rates for MGAs, Brokers and Insurance Companies.

    Book a demo

    Integrations

    Our MGA software applications are made for scale with a microservice architecture and designed to be flexible with an API first approach.

    Example use case 1: data enrichment

    Plug in 3rd party data sources, such as Sanctions/Credit Checks, Property/vehicle/vessel lookups, and Google Maps location services so that the underwriter can view them all on one screen.

    Example use case 2: accounting

    Need an underwriting platform to launch a new portfolio quickly, but don’t want to replace your entire backoffice accounting? INSLY can easily integrate to your accounts package.

    Example use case 3: integrate with your existing stack

    There are many good reasons to develop your own applications. Our platform lets you integrate them for maximum flexibility.

    Your use case?