We configure the system for your products and product rules. No product is too simple or too complicated, and there are no geographical restrictions.
Complex premium calculators (and by complex we mean that hundreds of variables in a multi-section product is not an issue)
True online products, for distribution through a broker network, or for direct online sales
Binding, MTA-s, endorsements, bordereaux and many other advanced capabilities
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.
Issue and manage policies with a quote and bind capability
Generate documents dynamically only for selected covers
Include multiple objects (e.g. houses, vehicles, planes) under one fleet policy.
Adjust risk and commission share percentage between multiple insurers
Process cancellations and pro-rata refunds easily
MTA-s and endorsements can be processed in entirety by the requesting broker/customer, with customizable safeguards that give you control over this process
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.
Full-cycle policy and customer administration portals for brokers, wholesale brokers, MGA-s and other partners for distributing your products efficiently, with great oversight
Customisable underwriting workflow complete with internal and external referrals
Sophisticated binder management section with user-definable limits and coinsurance functionality
The broker distribution portal reflects your brand and that of your retail partners
Lapse quotes not taken up automatically according to Binder rules and track such transactions
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
Once your calculators are built to Insly, the forms can be displayed online for instant automatic calculations.
Customers fill in their information only once, and can then get new quotes instantly, as well as access their earlier policies and quotes.
Integrations with a wide range of credit card payment processors, and PayPal.
Customers can file claims and track claims statuses
For brokers, accounting is one of the most tedious and time-consuming exercises.
Why occupy your staff with mundane tasks while they could deliver actual value?
Losing renewals business is always a shame. With Insly, you can keep your upcoming renewals effortlessly under automatic monitoring and improve your renewals rate significantly.
Automatic dashboard reminders for all policies about to expire for you to follow up on
At the right time, our system puts together the renewal quote for you and sends it to the client.
Client receives the renewal notice at exactly the right time and has a continued peace of mind
Most bespoke and standard insurance software solutions handle only a limited set of predefined reports. For bordereaux and other strict-form reports, brokers end up compiling them manually in Excel. Insly’s flexible reporting facility accommodates all your custom reporting needs.
We create reports that are directly integrated to your products, and thus can carry the entire relevant information with no rekeying.
Who gets how much for what? Enable transparent commissions monitoring, reporting and accounting for your team, and your distribution partners.
Rigorous statements for accounting input.
You decide upon your KPI, and we deliver the metrics.
Your essential feature missing above?
Connect Insly to your accounting, business intelligence or other management software solutions
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
Wish to market your products on Aggregator sites? Through our API this is now possible