---
description: Inslyを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Inslyとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [保険業務システム](/directory/20035/insurance-agency/software) > [Insly](/software/131631/insly)

# Insly

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> 導入しやすく使いやすい保険ブローカーおよびエージェント向けソフトウェアを提供します。
> 
> 評価：17人のユーザーによる評価は**4.9/5**。**おすすめ度**で最高の評価。

-----

## 概要

### Inslyの対象ユーザー

世界中の保険ブローカーおよびエージェント。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.9/5** | 17 レビュー |
| 使いやすさ | 4.8/5 | レビュー全体に基づく |
| カスタマー・サポート | 4.8/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.5/5 | レビュー全体に基づく |
| 機能 | 4.5/5 | レビュー全体に基づく |
| おすすめ率 | 90% | (9/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: Insly
- **設立**: 2001

## ビジネスコンテキスト

- **価格プラン**: €4,000.00
- **対象となる企業**: 自営業, 2～10, 11～50, 51～200, 201～500
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース
- **サポートされる言語**: イタリア語, スペイン語, デンマーク語, ドイツ語, フランス語, ポルトガル語, ポーランド語, ロシア語, 英語
- **利用可能な国**: アメリカ合衆国, イギリス, インド, オーストラリア, カナダ, ドイツ, ブラジル, メキシコ, 中国, 日本

## 機能

- Third-Party Integrations
- アクセス制御・許可
- アクティビティ・ダッシュボード
- アンダーライティング管理
- タスク管理
- ドキュメント管理
- ポリシー発行
- ポリシー管理
- リマインダー
- レポートと統計
- ワークフロー管理
- 保険証書管理
- 取引管理
- 手数料管理
- 更新管理
- 監査証跡
- 経理
- 総勘定元帳
- 苦情管理
- 見積もり、概算
- 請求、インボイス
- 請求追跡
- 財務報告
- 連絡先データベース
- 連絡先管理
- 顧客管理

## サポートのオプション

- メール/ヘルプデスク
- FAQ/フォーラム
- ナレッジベース
- チャット対応有

## Category

- [保険業務システム](https://www.capterra.jp/directory/20035/insurance-agency/software)

## 関連カテゴリー

- [保険業務システム](https://www.capterra.jp/directory/20035/insurance-agency/software)
- [保険証券システム](https://www.capterra.jp/directory/20036/insurance-policy/software)
- [経営管理システム](https://www.capterra.jp/directory/30532/business-management/software)
- [債権回収ツール](https://www.capterra.jp/directory/30234/debt-collection/software)
- [会計ソフト](https://www.capterra.jp/directory/1/accounting/software)

## 代替製品

1. [QuickBooks Online Advanced](https://www.capterra.jp/software/189398/quickbooks-online) — 4.4/5 (1037 reviews)
2. [Dynamics 365](https://www.capterra.jp/software/157279/dynamics-365) — 4.4/5 (5811 reviews)
3. [QuickBooks Enterprise](https://www.capterra.jp/software/46497/quickbooks-enterprise) — 4.5/5 (20614 reviews)
4. [Xero](https://www.capterra.jp/software/169561/xero) — 4.4/5 (3273 reviews)
5. [QuickBooks Desktop](https://www.capterra.jp/software/173879/quickbooks-desktop-pro) — 4.4/5 (2552 reviews)

## レビュー

### "Professional team" — 5.0/5

> **Ivo** | *2014年9月19日* | 金融サービス
> 
> Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional. Highly skilled professional development team solved all our system development needs quickly. System was light weight but flexible to suit different channels and specific needs.

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### "Can use anywhere on any device." — 5.0/5

> **Jenny** | *2020年10月25日* | 写真 | おすすめ評価：9.0/10
> 
> **良いポイント**: Software is easy to set up and use. 

Can be used from anywhere. 

Customer support is available all of the time.
> 
> **改善点**: Not easy to customize. There are some lags here and there.
> 
> Great range if features. It is a reliable system.

-----

### "Insly Overall" — 4.0/5

> **Mareks** | *2014年2月7日*
> 
> Overall impression of the Insly broker insurance system is remarkably good but still has opportunities for further improvements. 
The system is user friendly, can be accessed from any  computer and doesn't need any additional installations. 
Insurance quotations work well when main insurance solutions are working properly. On the other hand when working with hight risk class vehicles, mostly all quotations     should be done manually and Insly is used to combine all calculations in an easy to read type of proposal, which our clients value.    
Insly system provides transparent view of working progress and follow-up reminders.   

From the administrative point of view, Insly offers outstanding functionality of insurers reports, handy payment imports, extensive reporting options. 
Recommendations might be to insert a variety of commission levels, therefore allowing to differentiate payment methods throughout salesmen and to generate user specific commission acts by adding specific headers and footers to the existing report in order to reduce manual work.

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### "Insly understands insurance business" — 5.0/5

> **Igor** | *2014年9月18日* | 金融サービス
> 
> **良いポイント**: System can manage millions of records without no problems.
> 
> “Insly understands insurance business better than any other brokers or insurers – therefore we use their IT systems and have outsourced all our custom development to them.”

-----

### "Insly insurance broker software review" — 5.0/5

> **Kaido** | *2014年2月4日*
> 
> Insly insurance broker software features all the aspects that would be expected from a broker software including policy issuing, billing, administration, CRM , reporting and multiple quoting functionalities.

 An important advantage is that it is a cloud based system meaning one does not need to install anything to his / her computer. 

The insurance quotes can be provided online (through a real time xml connection from insurers) or by inserting /uploading tariff tables.

Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices. Marketing related customization options for brokers who use the system are available and extent of this will most likely be increased in the next version.

All in all a very effective and easy-to-use software for policy quoting, issuing and administration.

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