--- title: "Insly Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Insly Software - reviews, pricing plans, popular comparisons to other P&C Insurance products and more." source_url: "https://www.capterra.com/p/131631/Insly/" page_type: "product" language: "en" --- # Insly Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 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/)[P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Debt Collection](https://www.capterra.com/debt-collection-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 Free version not included 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://www.g2.com/products/insly/claim_requests/new?auto=true) ## Insly Overview Updated September 2026 AI summary Insly is a cloud-based platform designed for small and midsize organizations seeking solutions in accounting, billing, and insurance policy management. It combines financial reporting, general ledger, claims and underwriting management, and invoicing, with features such as workflow management, document control, API access, and third-party integrations, supporting operational oversight and efficiency across insurance and financial processes. ## 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. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price €4000 Per Feature, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (12) Ease Of Use 4.4 (130) Value For Money 4.5 (2) Value For Money 4.2 (104) Customer Service 4.8 (12) Customer Service 4.0 (116) ## Insly alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.0 (629)](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 Highest Rated [4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (165)](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, branch managers, and founders who need to oversee policy administration, brokerage operations, and business growth from a single system. Finance and IT teams benefit from streamlined billing, reporting, and integrations, while operational staff use it to manage client data, documents, and daily workflows efficiently. Answer based on 13 reviews Overview ### What company size and specific industries is Insly built for? Insly is designed for insurance businesses of various sizes, including MGAs, insurance companies, brokers, and agents. It is built for organizations operating in the insurance sector that need software suited to underwriting, distribution, and policy management workflows. Features and Usability ### What are the key features of Insly? Insly offers accounting, billing and invoicing, and financial reporting for insurance operations, plus insurance policy management, claims management, and underwriting management. It also includes commission calculations, workflow management, document management, customizable forms and reports, API access, third-party integrations, and real-time analytics. 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 training, while documentation and videos give users self-paced reference material for learning features and checking setup steps as needed. Getting Started and Support ### What customer support options does Insly offer? Insly provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available here to describe response speed, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 11,413 P&C Insurance reviews According to Capterra reviewers, these are the accounting features buyers prioritize most when evaluating a solution: - **Reporting/Analytics** (**58%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**58%**) - **Inventory Control** (**55%**) Insly includes other accounting capabilities that reviewers also rate highly, particularly **Invoice Management** (**61%**). This feature helps businesses create, send, and track invoices more efficiently, providing teams with better control over billing workflows and cash collection. 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 ### All Features - 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 - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Accounts: Record customer information, purchase history, and other notes - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Email Management: Manage, store and organize emails within the system or via third-party apps - Financial Reporting: Generate reports to assess the financial performance of an organization - Forms Management: Store, manage and track all forms in a centralized location - General Ledger: Centralized accounting record which tracks all financial transactions - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Library: A repository of all past and existing policies - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Underwriting Management: Manage the review process to determine financial risk on a loan or application - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: 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.