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
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.
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.
Automatic dashboard reminders for all policies about to expire for you to follow up on
At the right time, system compiles the renewal quote for you and sends it to the client/broker
Flagged policies will automatically create new contract documents upon expiry. Unflag the policy for a more personal follow up.
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.
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.
Who gets how much for what? Enable transparent commission monitoring, reporting and accounting for your team and all parts of your distribution chain.
Thanks to the built-in double entry accounting ledger, rigorous accounting reports like P&L statements and Trial Balance are produced with ease.
Create custom business intelligence reports and dashboards from any piece of information you collect.
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