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Insly

Name: Insly
Rating: 4.5 (2 reviews)

By Insly

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Highlights : About Insly

Accounting Management

Billing Management

Claims management

Debt Management

About Insly

Insly is a cloud-based accounting solution that is designed for brokers, agents and accounting professionals. It includes accounting and billing management, debt management and reporting. Insly helps in managing sales pipeline where users can view customers details such as location, email, type of customer and other related information. Users can also create and manage policies by viewing installment schedules, claims, active offers, renewals and more. The reporting feature helps users in providing a review of business results. The solution provides customizable reports that contain overview as well as detailed operational reports. The sales reports dashboard provides a statistical review of sales on a periodic basis. Users can specify report criteria that include installment dates and policy insurer person and type of installment.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Accounting Management

Billing Management

Claims management

Debt Management

Document management

Easy to use Interface

Online Cloud Storage

Policy Administration

Renewal management

Reporting Management

Benefits

All round solution

With Insly you will simplify policy admin, never forget to renew a policy, cross-sell & up-sell more, spend less time on customer billing and overdue payments, be compliant more easily and never have to worry about losing your data,.

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