Pour qui ?

Agents d'assurance et multiagents, MGA, courtiers d'assurance. Les compagnies d'assurance du monde entier.

Notes moyennes

16 avis
  • Note globale 5 / 5
  • Facilité d'utilisation 5 / 5
  • Service client 5 / 5
  • Fonctionnalités 5 / 5
  • Rapport qualité-prix 4 / 5

Informations sur le produit

  • À partir de 59,00 $US/mois
  • Version gratuite Non
  • Version d'essai gratuite Oui
  • Déploiement Cloud, SaaS, web
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Insly
  • http://www.insly.com
  • Fondé en 2001

En savoir plus sur Insly

Insly est la meilleure solution logicielle d'assurance intermédiaire sur le marché créé par la collecte des meilleurs et les plus brillants développeurs de logiciels d'assurance. Insly a vocation à soutenir les intermédiaires d'assurance, agents et courtiers dans le monde entier. Gagner du temps et gagner plus d'argent en assurance, c'est ce que proposent les solutions Insly. Ces solutions ont plus d'une décennie d'expérience en matière d'assurance, elles sont faciles à utiliser et à comprendre, depuis les fournisseurs jusqu'aux utilisateurs finaux.

Insly - Fonctionnalités

  • Assurance de biens et multirisque
  • Classement des assurances
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des devis
  • Gestion des documents
  • Gestion des réclamations
  • Gestion des stratégies
  • Santé et vie
  • Administration de la réassurance
  • Devis
  • Gestion de la souscription
  • Gestion des renouvellements
  • Génération de stratégies
  • Moteur de notation
  • Suivi des annulations
  • Suivi des réclamations
  • Suivi des réintégrations
  • Traitement des stratégies
  • Émission de stratégie

Avis les plus utiles sur Insly

Insly Overall

Publié le 07/02/2014
Mareks V.
accountant
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix

Commentaires: Overall impression of the Insly broker insurance system is remarkably good but still has opportunities for further improvements.
The system is user friendly, can be accessed from any computer and doesn't need any additional installations.
Insurance quotations work well when main insurance solutions are working properly. On the other hand when working with hight risk class vehicles, mostly all quotations should be done manually and Insly is used to combine all calculations in an easy to read type of proposal, which our clients value.
Insly system provides transparent view of working progress and follow-up reminders.
From the administrative point of view, Insly offers outstanding functionality of insurers reports, handy payment imports, extensive reporting options.
Recommendations might be to insert a variety of commission levels, therefore allowing to differentiate payment methods throughout salesmen and to generate user specific commission acts by adding specific headers and footers to the existing report in order to reduce manual work.

Insly insurance broker software review

Publié le 04/02/2014
Kaido K.
Country Manager
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
Fonctionnalités
4 / 5
Support client
Rapport qualité-prix

Commentaires: Insly insurance broker software features all the aspects that would be expected from a broker software including policy issuing, billing, administration, CRM , reporting and multiple quoting functionalities. An important advantage is that it is a cloud based system meaning one does not need to install anything to his / her computer. The insurance quotes can be provided online (through a real time xml connection from insurers) or by inserting /uploading tariff tables. Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices. Marketing related customization options for brokers who use the system are available and extent of this will most likely be increased in the next version. All in all a very effective and easy-to-use software for policy quoting, issuing and administration.

comments: Insly

Publié le 13/02/2014
Tarmo H.
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
Fonctionnalités
4 / 5
Support client
Rapport qualité-prix

Commentaires: Process automation and efficiency are the two key words that can be associated with Insly broker system. The automated renewal engine for third party liability insurance allowed us to migrate 50% of the back office staff to other duties and tasks. The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional. Even though the system is pre-calibrated some adjustments are still needed before the system can be used such as personalization of the offer summary templates. Naturally if needed one can use the standard white label templates available as well. Most of the calibration can be done easily by the user himself. At the same time there are some tasks that also require the involvement of the support staff.

Pros and cons of the Insly system

Publié le 24/01/2014
Piotr H.
Head of IT
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix

Commentaires: Pros:
Insly insurance broker software is suitable both for brokers and agents. Works fine for small and big organization, allows to unify the working standard. It is an on-line system meaning there is no need to install anything on user's computer. All main aspects of insurance mediation business are covered well, such as
a) CRM
b) policy issuing;
c) administration;
d) reporting;
e) quoting engine.
Cons:
Quotes are composed over the Internet connection hence an Internet connection is a must for accessing and using the system.

Professional team

Publié le 19/09/2014
Ivo K.
Member
Services financiers, 13-50 employés
Provenance de l'utilisateur 
Source : GetApp
5/5
Note globale
Facilité d'utilisation
Fonctionnalités
Support client
Rapport qualité-prix

Commentaires: Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional. Highly skilled professional development team solved all our system development needs quickly. System was light weight but flexible to suit different channels and specific needs.

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