Tutorial Videos

Video walkthroughs of main Insly features

7 articles in this collection
Written by Märtin Kosk

Get Started and Basic Elements

A quick tour of the main menu items in Insly

Written by Märtin Kosk
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

Working with Policies

Creating new policies

Written by Märtin Kosk
Updated over a week ago

Working with Invoices

How to create invoices for your clients

Written by Märtin Kosk
Updated over a week ago

Working with Payments

How to track client payments

Written by Märtin Kosk
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

Reporting business results

Sales, commission, unpaid invoices and other useful reports

Written by Märtin Kosk
Updated over a week ago