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Insly basics
Insly basics
Overview of the basic functionalities in Insly
Raili Vunk avatarMärtin Kosk avatarAnts Jakob Luhaäär avatar
By Raili and 3 others4 authors41 articles

General Settings


Setting up Currencies
Adding Insurers
Overview of Tasks, Reminders and Projects
Integrating API with Insly

E-Mails


Using E-mail Templates
Adding Images to E-mail Templates
Setting up Automatic E-mails
SMTP Error: SPF fail - not authorized
Dynamic e-mail placeholders

Customers


Changing Customer Settings
Merging and/or Deleting Customers
Managing Customer Consents

Products/Insurance types


Adding New Products
Customizing Product Fields
Objects and How to Manage Them

Policies


Policy Settings Overview
Creating a Policy
Creating a Policy from a Quote
Deleting a Policy
Renewing Policies
Adding Discounts
Changing the Policy Issuer
Adding and Removing Objects in Group Policies
Policy Info Overview
Customer Payment Overview
Policy Premium Overview
Policy Revenue Overview

Commissions


Setting up Commission Rates
Setting up Commission Split
Splitting Commissions

Taxes


Setting up Tax Management
Linking Taxes to Products

Claims


Claim Status Settings
Setting up Claim Management

Reports


Reporting Commissions
Add Agents and Create Agent Reports

Sales


Analyzing Sales Results
Sales Opportunities and Leads

Quotes


Quote Settings
Adding Objects to a Quote
Adding Insurers to Quotes
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