Get Started and Basic Elements
A quick tour of the main menu items in Insly
Written by Märtin Kosk
Updated over a week ago
Updated over a week ago
Working with customers
How to add your first customer and start managing your client base
Written by Märtin Kosk
Updated over a week ago
Updated over a week ago
Working with Policies
Creating new policies
Written by Märtin Kosk
Updated over a week ago
Updated over a week ago
Working with Invoices
How to create invoices for your clients
Written by Märtin Kosk
Updated over a week ago
Updated over a week ago
Working with Payments
How to track client payments
Written by Märtin Kosk
Updated over a week ago
Updated over a week ago
Insurer billing/reporting
How to pay your insurance carriers or get commission from them
Written by Märtin Kosk
Updated over a week ago
Updated over a week ago
Reporting business results
Sales, commission, unpaid invoices and other useful reports
Written by Märtin Kosk
Updated over a week ago
Updated over a week ago