Insly

Kai Baltmischkis

Overview of the basic functionalities in Insly

Insly basics

How to add currencies and set up exchange rates?

Setting up Currencies

Adding Insurers

Overview of Tasks, Reminders and Projects

How to integrate API to clients web service?

Integrating API with Insly

General Settings

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

Using E-mail Templates

How to add images to your e-mail templates?

Adding Images to E-mail Templates

How to set up automatic e-mails in Insly?

Setting up Automatic E-mails

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

SMTP Error: SPF fail - not authorized

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

Dynamic e-mail placeholders

E-Mails

How to add custom information and change customer settings?

Changing Customer Settings

How to merge and delete customers in the Insly system?

Merging and/or Deleting Customers

Managing Customer Consents

Customers

How to add the insurance products you work with?

Adding New Products

How to capture product-specific policy information in Insly?

Customizing Product Fields

What are object types and how to add them?

Objects and How to Manage Them

Products/Insurance types

How to set up and manage policy settings?

Policy Settings Overview

Creating a Policy

How to create a policy from a quote that was accepted by a customer?

Creating a Policy from a Quote

How to delete a created policy from the system?

Deleting a Policy

Renewing Policies

How to add discounts to policies or installments?

Adding Discounts

How to change the policy issuer and who can be set as the policy issuer?

Changing the Policy Issuer

How to add and remove objects and deal with the changing premium of group policies?

Adding and Removing Objects in Group Policies

What information can be seen in the "Policy info" section in policy overview? How to edit policy info?

Policy Info Overview

What information is displayed in the "Customer payment" section in the policy overview?

Customer Payment Overview

What information is shown in the "Premium" section in the policy overview? How to edit gross premium of the policy?

Policy Premium Overview

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

Policy Revenue Overview

Policies

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

Setting up Commission Rates

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

Setting up Commission Split

How does commission split work when creating a policy?

Splitting Commissions

Commissions

Setting up Tax Management

How to link taxes to products in the system?

Linking Taxes to Products

Taxes

Claim Status Settings

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

Setting up Claim Management

Claims

How to report commissions earned by you and your team?

Reporting Commissions

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

Add Agents and Create Agent Reports

Reports

How to pull reports on your insurance sales with ease?

Analyzing Sales Results

How to track possible Sales Opportunities?

Sales Opportunities and Leads

Sales

Quote Settings

Adding Objects to a Quote

Adding Insurers to Quotes

Quotes

Find answers and get help from Intercom Support and Community Experts

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