# Insly Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Insly Software - reviews, pricing plans, popular comparisons to other Accounting products and more. Source: https://www.capterra.com/p/131631/Insly --- # Insly Software Review 2026: Features, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Insly ## What is Insly? Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products. Additional services like accounting, reporting, and claims management tools further enhance the platform's capabilities for streamlining and optimising insurance selling and admin processes. ## What is Insly used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Debt Collection](https://www.capterra.com/debt-collection-software/)[Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €4000 Per Feature, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Insly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.insly.com&name=Insly) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Insly 4.9 (17) VS. [4.3 (711)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price €4000 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (12) Ease Of Use 4.2 (637) Value For Money 4.5 (2) Value For Money 4.0 (544) Customer Service 4.8 (12) Customer Service 4.0 (576) ## Insly alternatives [4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.0 (608)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.2 (164)](https://www.capterra.com/p/27468/Financial-Edge-NXT/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## FAQs about Insly Overview ### Which roles and teams benefit most from Insly? Insly is most used by insurance business leaders, including CEOs, founders, owners, and country or branch managers, who need visibility into policy operations, sales, and growth. IT leaders use it to manage system setup and integrations, while finance roles support accounting, reporting, and transaction oversight. Answer based on 13 reviews Overview ### What company size and specific industries is Insly built for? Insly is designed for insurance organizations of all sizes, including MGAs, insurance companies, brokers, and agents. It is built for businesses in the insurance sector that need software suited to policy management, brokerage operations, and agency workflows across smaller firms and larger providers. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Insly? Insly offers accounting, billing and invoicing, and financial reporting for insurance operations, along with policy management, policy issuance, claims management, and underwriting management. It also includes commission calculations, workflow management, document storage, customizable forms and reports, access controls, audit trail, and third-party integrations. Getting Started and Support ### What training and onboarding options does Insly offer? Insly provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced walkthroughs for reviewing key steps and features. Getting Started and Support ### What customer support options does Insly offer? Insly provides email/help desk support, a FAQ/forum, a knowledge base, and chat. Support coverage is structured around self-service resources and direct contact options, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Insly 61 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Track cancellations of policies, accounts, orders, appointments, etc. Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Manage contact details and communication with clients Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Record customer information, purchase history, and other notes Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Manage, store and organize emails within the system or via third-party apps Generate reports to assess the financial performance of an organization Store, manage and track all forms in a centralized location Centralized accounting record which tracks all financial transactions Create, administer and manage insurance policies for various customers and insurance lines Process new insurance policies or modifications to existing policies. Captures invoice data and maintains comprehensive records for auditing and reporting purposes Observe and track the demand, usage, progress or quality of a system, product, or user Process of creating insurance policies and assigning them to policyholders A repository of all past and existing policies Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers The calculation of a price/premium based on specific variables. Analyze and gain insights into data in real-time Active reporting of data and metrics Receive system updates as soon as any changes are made Log and store the source of contacts/leads Track policy reinstatements after policies have been canceled Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Initiate collection and analysis of known risks Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Manage, record and track all business exchanges in form of money and its related interactions in the system Manage the review process to determine financial risk on a loan or application Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 4.5 (2) Basic €4,000 Per Feature,Per Month Value for money 4.5 (2) 4.5 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (12) 4.8 Based on 12 reviews ## User reviews Overall rating 4.9 Based on 17 reviews Filter by rating 5(15) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JD Jenny D. Owner Photography ### "Can use anywhere on any device." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 25, 2020 Great range if features. It is a reliable system. Pros Software is easy to set up and use. Can be used from anywhere. Customer support is available all of the time. Cons Not easy to customize. There are some lags here and there. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Investment Banking Analyst Financial Services ### "Broad tool featureset" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 15, 2018 Pros Coveres everything from quoting, billing, distribution, accounting, and MTA's which is very helpful if you want to get everything done in one place. Cons The chatbot that it prides itself on could use work for true improvement. There's a lot of potential there, though. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DR Daniel R. Co-Founder ### "" 5.0 Overall Rating 5.0 5.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 May 1, 2018 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AK Ando K. CEO ### "Insly is the #1 software for insurance agency!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 November 3, 2015 With the help of Insly.com we were able to launch from zero full state of the art system within few months. We are already a light year ahead of our competitors and keep running away from them with only a fraction of the cost that normally comes with such things. https://www.insta.ee Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB J?nis B. CEO ### "Good co-operation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 12, 2015 IIZI has always had a strong relationship with Insly as we use their solutions in all the countries where we operate. It's convenient to work with them as they understand insurance matters well, which means less development time for us. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ED Evija D. ### "Calculations and issuing in one place" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 9, 2015 Insly provides Latvian brokers and financial institutions with an excellent opportunity to calculate and issue quotes and policies, all in one place. We see added value in reaching our partner brokers more efficiently through Insly and providing them with good products. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KO Krijnis O. ### "Efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 9, 2015 The benefits of a cloud-based system are clearly present with Insly as it gives good efficiency for both smaller and larger teams working together. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IK Ivo K. ex CEO ### "Pofessional team." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 September 19, 2014 Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ivo K. Member Financial Services ### "Professional team" 5.0 Overall Rating 5.0 5.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 September 19, 2014 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Raul J. Managing Director of Estonian Branch ### "Insly delivers developments on time" 5.0 Overall Rating 5.0 5.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 September 19, 2014 Insly delivered exactly what they promised and the integration gave good efficiency, simplicity and positive feedback from brokers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/131631/Insly/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.