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Tutorial Videos

Tutorial Videos

Video walkthroughs of main Insly features

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7 articles in this collection
Written by Märtin Kosk

Get Started and Basic Elements

A quick tour of the main menu items in Insly
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Written by Märtin Kosk
Updated over a week ago

Working with customers

How to add your first customer and start managing your client base
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Written by Märtin Kosk
Updated over a week ago

Working with Policies

Creating new policies
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Written by Märtin Kosk
Updated over a week ago

Working with Invoices

How to create invoices for your clients
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Written by Märtin Kosk
Updated over a week ago

Working with Payments

How to track client payments
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Written by Märtin Kosk
Updated over a week ago

Insurer billing/reporting

How to pay your insurance carriers or get commission from them
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Written by Märtin Kosk
Updated over a week ago

Reporting business results

Sales, commission, unpaid invoices and other useful reports
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Written by Märtin Kosk
Updated over a week ago
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