Insly basics

Setting up Currencies

How to add currencies and set up exchange rates?

Written by Helena Eidast
Updated over a week ago

Adding Insurers

How to add new insurers to the system?

Written by Helena Eidast
Updated over a week ago

Overview of Tasks, Reminders and Projects

How to use CRM functionalities in Insly?

Written by Helena Eidast
Updated over a week ago

Integrating API with Insly

How to integrate API to clients web service?

Written by Ants Jakob Luhaäär
Updated over a week ago

Using E-mail Templates

How to change e-mail templates and add new ones?

Written by Helena Eidast
Updated over a week ago

Adding Images to E-mail Templates

How to add images to your e-mail templates?

Written by Mikk Mattias Mahlapuu
Updated over a week ago

Setting up Automatic E-mails

How to set up automatic e-mails in Insly?

Written by Helena Eidast
Updated over a week ago

SMTP Error: SPF fail - not authorized

How to solve SPF fail error when sending e-mails?

Written by Helena Eidast
Updated over a week ago

Dynamic e-mail placeholders

For advanced users who wish to make their e-mail templates more personalized

Written by Märtin Kosk
Updated over a week ago

Changing Customer Settings

How to add custom information and change customer settings?

Written by Helena Eidast
Updated over a week ago

Merging and/or Deleting Customers

How to merge and delete customers in the Insly system?

Written by Helena Eidast
Updated over a week ago

Managing Customer Consents

How to manage customer consents?

Written by Helena Eidast
Updated over a week ago

Adding New Products

How to add the insurance products you work with?

Written by Helena Eidast
Updated over a week ago

Customizing Product Fields

How to capture product-specific policy information in Insly?

Written by Märtin Kosk
Updated over a week ago

Objects and How to Manage Them

What are object types and how to add them?

Written by Märtin Kosk
Updated over a week ago

Policy Settings Overview

How to set up and manage policy settings?

Written by Mikk Mattias Mahlapuu
Updated over a week ago

Creating a Policy

How to create and issue a policy?

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?

Written by Helena Eidast
Updated over a week ago

Deleting a Policy

How to delete a created policy from the system?

Written by Helena Eidast
Updated over a week ago

Renewing Policies

How to renew a policy?

Written by Helena Eidast
Updated over a week ago

Adding Discounts

How to add discounts to policies or installments?

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?

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?

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?

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?

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?

Written by Helena Eidast
Updated over a week ago

Policy Revenue Overview

What information is displayed in the "Revenue" section in the policy overview?

Written by Helena Eidast
Updated over a week ago

Setting up Commission Rates

How to set up commission rates and add default user commission percentages?

Written by Helena Eidast
Updated over a week ago

Setting up Commission Split

What do commission split settings do on policies? How to set up default commission split percentages?

Written by Helena Eidast
Updated over a week ago

Splitting Commissions

How does commission split work when creating a policy?

Written by Helena Eidast
Updated over a week ago

Setting up Tax Management

How to add taxes and create tax schemes?

Written by Helena Eidast
Updated over a week ago

Linking Taxes to Products

How to link taxes to products in the system?

Written by Helena Eidast
Updated over a week ago

Setting up Claim Management

How to set up claim management and add custom claim fields?

Written by Märtin Kosk
Updated over a week ago

Claim Status Settings

How to create and describe claim status?

Written by Märtin Kosk
Updated over a week ago

Reporting Commissions

How to report commissions earned by you and your team?

Written by Märtin Kosk
Updated over a week ago

Add Agents and Create Agent Reports

How to manage third party agents you work with and their commissions?

Written by Helena Eidast
Updated over a week ago

Analyzing Sales Results

How to pull reports on your insurance sales with ease?

Written by Märtin Kosk
Updated over a week ago

Sales Opportunities and Leads

How to track possible Sales Opportunities?

Written by Helena Eidast
Updated over a week ago

Quote Settings

How to set up and manage quote settings?

Written by Helena Eidast
Updated over a week ago

Adding Objects to a Quote

How to add objects to the quote?

Written by Helena Eidast
Updated over a week ago

Adding Insurers to Quotes

How to add insurers to quotes?

Written by Mikk Mattias Mahlapuu
Updated over a week ago