Insly basics

Overview of the basic functionalities in Insly

Märtin Kosk avatar Mikk Mattias Mahlapuu avatar Ants Jakob Luhaäär avatar +1
41 articles in this collection
Written by Märtin Kosk, Mikk Mattias Mahlapuu, Ants Jakob Luhaäär and 1 other
Policies

Policy Settings Overview

How to set up and manage policy settings?
Mikk Mattias Mahlapuu avatar
Written by Mikk Mattias Mahlapuu
Updated over a week ago

Creating a Policy

How to create and issue a policy?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Creating a Policy from a Quote

How to create a policy from a quote that was accepted by a customer?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Deleting a Policy

How to delete a created policy from the system?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Renewing Policies

How to renew a policy?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Adding Discounts

How to add discounts to policies or installments?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Changing the Policy Issuer

How to change the policy issuer and who can be set as the policy issuer?
Ants Jakob Luhaäär avatar
Written by Ants Jakob Luhaäär
Updated over a week ago

Adding and Removing Objects in Group Policies

How to add and remove objects and deal with the changing premium of group policies?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Policy Info Overview

What information can be seen in the "Policy info" section in policy overview? How to edit policy info?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Customer Payment Overview

What information is displayed in the "Customer payment" section in the policy overview?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Policy Premium Overview

What information is shown in the "Premium" section in the policy overview? How to edit gross premium of the policy?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago

Policy Revenue Overview

What information is displayed in the "Revenue" section in the policy overview?
Helena Eidast avatar
Written by Helena Eidast
Updated over a week ago