Insly

Low-code, limitless possibilities

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About

Insurance broker and Agent software are easy to understand and manage software for agents.

Features

Accounting

Accounts Payable

Accounts Receivable

Activity Tracking

Audit Trail

Automated Notifications

Budgeting & Forecasting

Claims Tracking

Compliance Management

Contact Database

Contact Management

Credit Scoring

Customer Management

Customizable Invoices

Document Management

Electronic Payments

Expense Tracking

Financial Reporting

Funds Accounting

Insurance Filing

Internal Collections

Inventory Management

Invoice Processing

Invoicing

Invoicing Portal

Marketing Automation

Mobile Payments

Multiple Currency Support

Multiple User Accounts

Order Management

Payment Processing

Payroll Management

Policy Issuance

Policy Management

Project Accounting

Purchasing & Receiving

Quotes

Real-Time Reporting

Renewals Management

Reports & Statistics

Revenue & Balance Sheet

Sales Management Purchase Orders

Scheduling

Scoring Engine

Self-Service Portal

Task Management

Tax Calculation

Tax Management

Time and Expense Tracking

Training Management

Transaction Management

Underwriting Management

Workflow Management

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