Meet the new backbone to your insurance operation
We’ve built a modular platform that enables implementing a wide range of insurance processes with little manual labour (low-code or no-code, depending on your product).
Your time is precious
We build your products
We configure the system for your products and product rules. No product is too simple or too complicated, and there are no geographical restrictions.
Premium calculators
Complex premium calculators (and by complex we mean that hundreds of variables in a multi-section product is not an issue)
Distibrution enabled
True online products, for distribution through a broker network, or for direct online sales
Advanced feature set
Binding, MTA-s, endorsements, bordereaux and many other advanced capabilities
Deliver quotes quickly
Quick, professional
looking quotes
A quick, exhaustive, professional quote lays the groundwork for a lasting customer relationship. With Insly’s automation, our customers have cut down the time spent on compiling a quote up to 8 times.
- Superior efficiency
Calculate premiums and compile offers semi-automatically - Ready to be processed
Store, edit, present to the customer, and convert to policies - No dumb work
No rekeying between quote and policy - Rules-based
Implementation of rating rules (referrals and declines) and conditional questions to allow for complex or simple data capture logic
Take your policy processing and administration to the next level
Quote and bind
Issue and manage policies with a quote and bind capability
Dynamic documentation
Generate documents dynamically only for selected covers
Multi-object
Include multiple objects (e.g. houses, vehicles, planes) under one fleet policy.
Co-insurance
Adjust risk and commission share percentage between multiple insurers
Cancellations
Process cancellations and pro-rata refunds easily
Mid-term adjustments and endorsements
MTA-s and endorsements can be processed in entirety by the requesting broker/customer, with customizable safeguards that give you control over this process
You set the rules, we make it happen
Automate your
distribution
Getting your innovative insurance products to market has never been easier! Give your brokers the ability to quickly quote and bind your products. But why stop there? With Insly, your brokers can have their own system complete with policy and customer administration, customer invoicing and their own MI reports while you enjoy full control and visibility thanks to data sync and automated underwriting controls.
Multi-level distribution support
Full-cycle policy and customer administration portals for brokers, wholesale brokers, MGA-s and other partners for distributing your products efficiently, with great oversight
Referrals
Customisable underwriting workflow complete with internal and external referrals
Binder management
Sophisticated binder management section with user-definable limits and coinsurance functionality
White labeling
The broker distribution portal reflects your brand and that of your retail partners
Lapse quotes
Lapse quotes not taken up automatically according to Binder rules and track such transactions
Future is now
Conquer the online
markets
Direct to consumer online distribution is the future of personal lines insurance. However, building the online quote and bind solution has been too risky of a proposition. Not with Insly. Our feature set and modular build includes capabilities for bringing online sales solutions to market
Online premium calculators
Once your calculators are built to Insly, the forms can be displayed online for instant automatic calculations.
Customer account management
Customers fill in their information only once, and can then get new quotes instantly, as well as access their earlier policies and quotes.
Online payments
Integrations with a wide range of credit card payment processors, and PayPal.
FNOLs
Customers can file claims and track claims statuses
Tame your accounting
Managing a profitable portfolio is what makes a great underwriter.
Insly’s double-entry ledger and premium accounting features help you make sure every cent is accounted for.
Call in Insly
Billing
Create and send policy invoices automatically
Broker statements
At a glance overview of your broker balances
Instalments
Support for any instalment options your policy payment plans provide
Multi-currency support
Invoices, instalments and payment tracking in multiple currencies s
Premium reconciliation
Track premiums coming in and premiums moving out of your trust accounts
Tax accounting
Configure any type of tax rates and schemes per territory
Automate your renewals
Keep your renewals coming in
Losing renewal business is always a shame. With Insly, you can keep your upcoming renewals effortlessly under control, reduce the manual workload and improve your renewal rates significantly.
Renewal reminders
Automatic dashboard reminders for all policies about to expire for you to follow up on
Automatic Renewal Quotes
At the right time, system compiles the renewal quote for you and sends it to the client/broker
Auto-renewal flags
Flagged policies will automatically create new contract documents upon expiry. Unflag the policy for a more personal follow up.
Reporting you have been waiting for
Flexible reporting
Most insurance software solutions handle only a limited set of predefined reports. With Insly’s atomic data model, every field you capture becomes a measurable parameter to be used in custom reports, statements and dashboards.
Bordereaux / insurer reports
Comply with your insurers data requirements and produce written/paid/claim bdx with the click of a button. Send data to your insurer electronically in real-time or via a good old-fashioned excel bdx.
No rekeying or “bordereaux technicians” required.
Commission reporting
Who gets how much for what? Enable transparent commission monitoring, reporting and accounting for your team and all parts of your distribution chain.
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.
Management Information (MI)
Create custom business intelligence reports and dashboards from any piece of information you collect.
API integrations for everything else
Your essential feature missing above?
We’ve got API for that
3rd party applications
Connect Insly to your accounting, business intelligence or other management software solutions
Risk selection databases integration
Connect your Insly installation with 3rd party services, such as Sanctions Checks, Flood Database, Crime Database, MID, Vehicle Lookup, Google Maps location services, Electronic Signature, Credit Checks
Aggregator connections
Wish to market your products on Aggregator sites? Through our API this is now possible
