Insly

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.