--- description: Detaillierte Informationen über Insly zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insly Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Versicherungssoftware](/directory/20035/insurance-agency/software) > [Insly](/software/131631/insly) # Insly Canonical: https://www.capterra.ch/software/131631/insly Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/131631/insly?page=2) > Wir machen es leicht, Versicherungsmakler- \& Agenten-Software zu verstehen, zu verwalten und zu kaufen > > Bewertung: **4.9/5** von 17 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Insly? Versicherungsvertreter und Multiagenten, MGA, Versicherungsmakler. Versicherungsgesellschaften aus der ganzen Welt. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.9/5** | 17 Nutzerbewertungen | | Bedienkomfort | 4.8/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.5/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.5/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Insly - **Gegründet**: 2001 ## Gewerblicher Kontext - **Startpreis**: EUR 4'000.00 - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500 - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Deutsch, Dänisch, Englisch, Französisch, Italienisch, Polnisch, Portugiesisch, Russisch, Spanisch - **Verfügbare Länder**: Australien, Brasilien, China, Deutschland, Indien, Japan, Kanada, Mexiko, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - Abrechnung & Rechnungsstellung - Aktivitäts-Dashboard - Angebote / Schätzungen - Ansprüche nachverfolgen - Audit Trail - Aufgabenmanagement - Berichterstattung und Statistik - Buchhaltung - Dokumentenmanagement - Erinnerungen - Erneuerungs-Management - Finanzberichterstattung - Hauptbuch - Kontakt-Datenbank - Kontaktmanagement - Kundenmanagement - Provisionsmanagement - Reklamationsabwicklung - Richtlinien Managemen- - Richtlinien-Vergabe - Third-Party Integrations - Transaktionsmanagement - Underwriting-Management - Verwaltung von Versicherungspolicen - Workflow-Management - Zugriffskontrollen / Berechtigungen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Chat ## Category - [Versicherungssoftware](https://www.capterra.ch/directory/20035/insurance-agency/software) ## Ähnliche Kategorien - [Versicherungssoftware](https://www.capterra.ch/directory/20035/insurance-agency/software) - [Versicherungsverwaltung Software](https://www.capterra.ch/directory/20036/insurance-policy/software) - [Unternehmensführung Software](https://www.capterra.ch/directory/30532/business-management/software) - [Inkasso-Software](https://www.capterra.ch/directory/30234/debt-collection/software) - [Buchführungsprogramme](https://www.capterra.ch/directory/1/accounting/software) ## Alternativen 1. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5811 reviews) 2. [Striven](https://www.capterra.ch/software/134106/striven) — 4.8/5 (128 reviews) 3. [QuickBooks Enterprise](https://www.capterra.ch/software/46497/quickbooks-enterprise) — 4.5/5 (20613 reviews) 4. [Xero](https://www.capterra.ch/software/169561/xero) — 4.4/5 (3273 reviews) 5. [QuickBooks Desktop](https://www.capterra.ch/software/173879/quickbooks-desktop-pro) — 4.4/5 (2551 reviews) ## Nutzerbewertungen ### "Professional team" — 5.0/5 > **Ivo** | *19. September 2014* | Finanzdienstleistungen > > 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. ----- ### "Can use anywhere on any device." — 5.0/5 > **Jenny** | *25. Oktober 2020* | Fotografie | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: Software is easy to set up and use. Can be used from anywhere. Customer support is available all of the time. > > **Nachteile**: Not easy to customize. There are some lags here and there. > > Great range if features. It is a reliable system. ----- ### "Insly Overall" — 4.0/5 > **Mareks** | *7. Februar 2014* > > 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. ----- ### "Insly understands insurance business" — 5.0/5 > **Igor** | *18. September 2014* | Finanzdienstleistungen > > **Vorteile**: System can manage millions of records without no problems. > > “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.” ----- ### "Insly insurance broker software review" — 5.0/5 > **Kaido** | *4. Februar 2014* > > 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. ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/131631/insly?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/131631/insly) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | ja | | | pt | | | pt-PT | | ----- ## Strukturierte Daten