Wer nutzt diese Software?

Versicherungsvertreter und Multiagenten, MGA, Versicherungsmakler. Versicherungsgesellschaften aus der ganzen Welt.

Durchschnittliche Bewertung

16 Bewertungen
  • Gesamt 4.9 / 5
  • Benutzerfreundlichkeit 4.9 / 5
  • Kundenservice 4.8 / 5
  • Funktionen 5 / 5
  • Preis-Leistungs-Verhältnis 4 / 5

Produktinformationen

  • Startpreis 59,00 $/Monat
  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Insly
  • http://www.insly.com
  • Gegründet 2001

Über Insly

Insly ist die beste Versicherungsvermittler-Software-Lösung auf dem Markt, geschaffen mit einigen der besten und klügsten Versicherungs-Software-Entwicklern. Unser Ziel bei Insly ist es, Versicherungsvermittler zu unterstützen - Agenten und Makler auf der ganzen Welt. Das spart Zeit und ermöglicht es, mehr Geld mit Versicherungen zu machen - nur darum geht es bei den Lösungen von Insly. Wir haben mehr als ein Jahrzehnt Erfahrung, die es einfach macht, Versicherungen zu bedienen und zu verstehen, von den Anbietern bis zu den Endnutzern.

Insly Funktionen

  • Angebotsmanagement
  • Dokumentenmanagement
  • Kontaktmanagement
  • Leben & Gesundheit
  • Provisionsmanagement
  • Reklamationsabwicklung
  • Schaden- und Unfallversicherung
  • Versicherungseinstufung
  • Verwaltung von Versicherungspolicen
  • Angebote / Schätzungen
  • Ansprüche nachverfolgen
  • Erneuerungs-Management
  • Nachverfolgung von Stornierungen
  • Richtlinien-Vergabe
  • Richtlinienbearbeitung
  • Richtlinienerstellung
  • Rückversicherungs-Management
  • Underwriting-Management
  • Wertungsmaschine
  • Wiederanstellung nachverfolgen

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Die hilfreichsten Reviews für Insly

Insly Overall

Bewertet am 7.2.2014
Mareks V.
accountant
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: 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

Bewertet am 4.2.2014
Kaido K.
Country Manager
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: 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

Bewertet am 13.2.2014
Tarmo H.
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: 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

Bewertet am 24.1.2014
Piotr H.
Head of IT
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: 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

Bewertet am 19.9.2014
Ivo K.
Member
Finanzdienstleistungen, 13-50 Mitarbeiter
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: 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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