# Insly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Insly the right Accounting solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/131631/Insly/reviews --- Insly 4.9 (17) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Insly Ease of use 4.8 Customer Service 4.8 ## Showing most helpful reviews Showing 1-17 of 17 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ivo K. Member Financial Services Used the software for: ### "Professional team" September 19, 2014 5.0 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 JD Jenny D. Owner Photography Used the software for: 2+ years ### "Can use anywhere on any device." October 25, 2020 5.0 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 MV Mareks V. accountant Used the software for: ### "Insly Overall" February 7, 2014 4.0 Overall impression of the Insly broker insurance system is remarkably good but still has opportunities for further improvements. The system is user friendly, can be accessed from any computer and doesn't need any additional installations. Insurance quotations work well when main insurance solutions are working properly. On the other hand when working with hight risk class vehicles, mostly all quotations should be done manually and Insly is used to combine all calculations in an easy to read type of proposal, which our clients value. Insly system provides transparent view of working progress and follow-up reminders. From the administrative point of view, Insly offers outstanding functionality of insurers reports, handy payment imports, extensive reporting options. Recommendations might be to insert a variety of commission levels, therefore allowing to differentiate payment methods throughout salesmen and to generate user specific commission acts by adding specific headers and footers to the existing report in order to reduce manual work. Review Source Igor F. CEO Financial Services Used the software for: ### "Insly understands insurance business" September 18, 2014 5.0 “Insly understands insurance business better than any other brokers or insurers – therefore we use their IT systems and have outsourced all our custom development to them.” Pros System can manage millions of records without no problems. Review Source KK Kaido K. Country Manager Used the software for: ### "Insly insurance broker software review" February 4, 2014 5.0 Insly insurance broker software features all the aspects that would be expected from a broker software including policy issuing, billing, administration, CRM , reporting and multiple quoting functionalities. An important advantage is that it is a cloud based system meaning one does not need to install anything to his / her computer. The insurance quotes can be provided online (through a real time xml connection from insurers) or by inserting /uploading tariff tables. Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices. Marketing related customization options for brokers who use the system are available and extent of this will most likely be increased in the next version. All in all a very effective and easy-to-use software for policy quoting, issuing and administration. Review Source Raul J. Managing Director of Estonian Branch Used the software for: ### "Insly delivers developments on time" September 19, 2014 5.0 Insly delivered exactly what they promised and the integration gave good efficiency, simplicity and positive feedback from brokers. Review Source TH Tarmo H. Used the software for: ### "comments: Insly" February 13, 2014 5.0 Process automation and efficiency are the two key words that can be associated with Insly broker system. The automated renewal engine for third party liability insurance allowed us to migrate 50% of the back office staff to other duties and tasks. The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional. Even though the system is pre-calibrated some adjustments are still needed before the system can be used such as personalization of the offer summary templates. Naturally if needed one can use the standard white label templates available as well. Most of the calibration can be done easily by the user himself. At the same time there are some tasks that also require the involvement of the support staff. Review Source PH Piotr H. Head of IT Used the software for: ### "Pros and cons of the Insly system" January 24, 2014 5.0 Pros: Insly insurance broker software is suitable both for brokers and agents. Works fine for small and big organization, allows to unify the working standard. It is an on-line system meaning there is no need to install anything on user's computer. All main aspects of insurance mediation business are covered well, such as a) CRM b) policy issuing; c) administration; d) reporting; e) quoting engine. Cons: Quotes are composed over the Internet connection hence an Internet connection is a must for accessing and using the system. Review Source VR Verified Reviewer Investment Banking Analyst Financial Services Used the software for: 6-12 months ### "Broad tool featureset" December 15, 2018 4.0 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 VR Verified Reviewer CEO Information Technology and Services Used the software for: ### "Simple to use" September 18, 2014 5.0 This system performs all functions that are needed to sell and administer policies and it is really simple to use. Glad to recommend. Review Source AK Ando K. CEO Used the software for: ### "Insly is the #1 software for insurance agency!" November 3, 2015 5.0 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 JP Janek P. Used the software for: ### "AutoMaster DMS integrated with Insly" April 22, 2014 5.0 Car dealers that use AutoMaster DMS can now enjoy direct access to insurance, leasing quoting and policy issuing, powered by Insly. We found good understanding with Insly as they quickly recognised what it takes for a car dealer to sell insurance and finance support with the car. Review Source ED Evija D. Used the software for: ### "Calculations and issuing in one place" October 9, 2015 5.0 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 DR Daniel R. Co-Founder Used the software for: ### "null" May 1, 2018 5.0 Review Source JB J¿nis B. CEO Used the software for: ### "Good co-operation" October 12, 2015 5.0 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 IK Ivo K. ex CEO Used the software for: ### "Pofessional team." September 19, 2014 5.0 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 KO Krijnis O. Used the software for: ### "Efficiency" October 9, 2015 5.0 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 Similar Products Featured