Top Insly Alternatives & Competitors For 2024

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Looking for alternatives to Insly? Many users crave user-friendly and feature-rich solutions for tasks like Billing Management, Policy Management, and Dashboards and Reporting. Leveraging crowdsourced data from over 1,000 real Insurance Software selection projects based on 400+ capabilities, we present a comparison of Insly to leading industry alternatives like AMS360, Jenesis, FINEOS, and QQCatalyst.

AMS360 Software Tool
QQCatalyst Software Tool

Product Basics

Insly is a cloud-based service that provides agencies with a comprehensive dashboard to create products and oversee customer activity. It offers digital building tools, sales tracking, engagement reporting and seamless integrations.

Users can simplify solution development with intuitive coding and API-friendly architecture. Optimize business practices and automate management workflows for improved productivity. Expedite policy processing, track asset reports and securely manage documents.
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AMS360 provides organizations with a single solution to manage customers, finances and complex commercial lines from submission to certification. Its reporting and analytics modules automate daily processes like data entry, documentation and incident notification. It streamlines workflow management, drives operational efficiency and improves customer experience, renewals and retentions. Integrated accounting modules monitor financial data in real-time for anomalies.

Users can incorporate agency and carrier workflows to increase data accuracy and reduce time spent on finances. Its extensive library of APIs allows users to integrate third-party applications or create new ones easily. It increases consumer engagement with active and meaningful communication, managing emails, campaigns and agency reputation. Artificial intelligence generates predictive models to convey the correct information at the right time.
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Jenesis is a scalable agency management solution purpose-built for insurance firms and MGAs. It improves efficiency by automating business processes, documentation, daily tasks, commissions and accounting. Users can access customizable pre-filled ACORD forms for faster enrollment and renewal processing. Its imaging and scanning eliminate paper in favor of complete digitization. It continuously monitors customer information and sends timely notifications of critical touchpoints. It constantly updates policy information, renewals, endorsements and commission data with direct carrier downloads for both commercial and personal lines.

Its reporting modules automatically log all data to construct an all-inclusive picture of business health. It generates notes for policy approvals, transactions, customer activities, renewals, claims and endorsements. Its communication portals directly mail and call policyholders with relevant information while providing agents with consumer trends necessary to finalize sales. Businesses can offer clients real-time access to their data, e-signatures and multiple payment methods for a comprehensive customer experience.
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FINEOS is a comprehensive digital platform for insurance agents. Users can optimize administration processes, automate workflows and oversee customer activity in one hub. Manage traffic, track sales and expedite policy processing.

Users can organize information and securely store data in a central repository. Use open architecture to integrate with external applications.
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QQCatalyst is a comprehensive software solution designed to streamline insurance agency management. It excels in automating tasks such as client management, policy tracking, and document storage, making it an ideal choice for small to mid-sized insurance agencies seeking efficiency and organization. The software's intuitive interface and robust features, including customer relationship management (CRM), reporting, and workflow automation, significantly enhance operational productivity.

Users appreciate QQCatalyst for its ease of use and the ability to customize workflows to fit specific agency needs. The software's cloud-based nature ensures accessibility from any location, which is particularly beneficial for agencies with remote or mobile staff. Additionally, QQCatalyst offers integration capabilities with various third-party applications, further extending its functionality.

While specific pricing details are not readily available, potential users are encouraged to contact SelectHub for a tailored pricing quote. This approach ensures that agencies receive a solution that aligns with their unique requirements and budget constraints.

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Product Assistance

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24/7 Live Support
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Product Ranking

#51

among all
Insurance Software

#3

among all
Insurance Software

#25

among all
Insurance Software

#20

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#12

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Find out who the leaders are

Analyst Rating Summary

68
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Policy Management
Commissions Tracking
Dashboards and Reporting
Quote Management
Underwriting and Rating Management
Billing Management
Commissions Tracking
Billing Management
Policy Management
Underwriting and Rating Management
Claims Management
Billing Management
Dashboards and Reporting
Quote Management
Underwriting and Rating Management
Billing Management
Commissions Tracking

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insly
AMS360
Jenesis
FINEOS
QQCatalyst
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards and Reporting Platform Capabilities Policy Management Quote Management Underwriting and Rating Management 72 56 85 83 82 90 77 84 96 54 71 83 76 91 80 75 95 96 0 81 82 78 57 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 35 reviews
Good User Sentiment 120 reviews
Excellent User Sentiment 172 reviews
Fair User Sentiment 1 reviews
Fair User Sentiment 37 reviews
98%
of users recommend this product

Insly has a 'excellent' User Satisfaction Rating of 98% when considering 35 user reviews from 3 recognized software review sites.

74%
of users recommend this product

AMS360 has a 'good' User Satisfaction Rating of 74% when considering 120 user reviews from 3 recognized software review sites.

90%
of users recommend this product

Jenesis has a 'excellent' User Satisfaction Rating of 90% when considering 172 user reviews from 2 recognized software review sites.

60%
of users recommend this product

FINEOS has a 'fair' User Satisfaction Rating of 60% when considering 1 user reviews from 1 recognized software review sites.

68%
of users recommend this product

QQCatalyst has a 'fair' User Satisfaction Rating of 68% when considering 37 user reviews from 1 recognized software review sites.

4.5 (1)
3.9 (64)
4.6 (27)
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4.9 (17)
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4.9 (17)
3.5 (53)
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3.4 (37)
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Awards

User Favorite Award
we're gathering data
User Favorite Award
Claims Management Award
Underwriting and Rating Management Award
we're gathering data

Synopsis of User Ratings and Reviews

Streamlined Policy Management: Users praise Insly for simplifying policy administration, allowing them to effortlessly create, store, and manage policies in one central location.
Effortless Quote and Proposal Generation: Insly enables users to generate professional quotes and proposals quickly, enhancing efficiency and customer experience.
Intuitive Claims Handling: The platform streamlines claims processing, allowing users to efficiently manage claims from initial report to settlement.
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Robust Reporting: AMS360 is praised for its strong reporting features, allowing agencies to analyze business data effectively.
Vertafore Integration: Users appreciate the seamless integration with other Vertafore products, creating a unified system.
Streamlined Operations: AMS360 helps agencies improve efficiency by automating workflows and centralizing key processes.
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Easy to Use Interface: Many users praise the platform for its intuitive design and ease of navigation, making it simple to manage insurance needs.
Comprehensive Coverage Options: Jenesis offers a wide array of insurance products, allowing users to find coverage tailored to their specific requirements, from home and auto to life and health insurance.
Competitive Pricing: Users frequently cite Jenesis's ability to provide cost-effective insurance solutions as a major advantage, enabling them to secure necessary coverage without breaking the bank.
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Streamlined Claims Management: FINEOS simplifies claims processing, automating tasks and workflows to boost efficiency.
Enhanced Customer Experience: FINEOS provides self-service portals and mobile apps, empowering policyholders to manage their claims conveniently.
Data-Driven Insights: FINEOS offers robust reporting and analytics, enabling insurers to gain valuable insights from their data for better decision-making.
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Ease of Use: QQCatalyst is praised for its user-friendly interface, which allows for quick setup and use without extensive training. Many agents have reported being able to navigate the system and learn new features quickly.
Sales Focus: The platform is designed to support the entire client lifecycle, from prospecting to policy renewal, making it a comprehensive tool for managing client relationships and driving sales.
Comprehensive Feature Set: Users appreciate the wide array of features offered by QQCatalyst, covering operational, marketing, and sales aspects of running an insurance agency.
Note-Taking and Client Tracking: QQCatalyst enables users to make notes within the system and track client interactions, which helps in maintaining a detailed history of client communication.
Document Management: The platform allows for easy uploading and storage of client documents, ensuring important information is readily accessible.
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Limited Customization: Some users have expressed frustration with the platform's limited ability to customize workflows and processes to align with their specific business needs.
Reporting Functionality: A few users have mentioned that the reporting features could be more robust and offer greater flexibility in terms of data extraction and analysis.
Learning Curve: While generally considered user-friendly, some users have noted that there's a bit of a learning curve to fully grasp all of Insly's features and functionalities, particularly for those new to insurance software.
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Steep Learning Curve: AMS360 can be difficult to learn, especially for new users who are not familiar with agency management systems.
System Slowdowns: Some users report experiencing occasional slowdowns with AMS360, which can be frustrating and impact productivity.
Unintuitive User Interface: The user interface is not considered intuitive by some users, making it difficult to find the information they need quickly and easily. For example, extracting accurate reports can be a challenge.
Inconsistent Data Updates: Some users report inconsistencies with data updates, such as changes to insured names reverting back to previous entries, especially with policy renewals. This can cause problems with certificates and other forms that require accurate information.
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Difficult to Use: Some users have reported that the system can be difficult to navigate and find the information they need.
Limited Functionality: Users have expressed frustration over the system's limited functionality, noting that it lacks some features they would expect in a modern insurance platform.
System Errors: Some users have reported encountering system errors and glitches, which can be disruptive to their workflow.
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Clunky User Interface: Users frequently express frustration with FINEOS's outdated interface, finding it difficult to navigate and use efficiently. They desire a more modern and intuitive design that simplifies their workflow.
System Performance Issues: Slow loading times and system crashes are a common complaint, leading to decreased productivity and frustration among users.
Limited Reporting Capabilities: Users report that FINEOS lacks robust reporting features, making it challenging to extract meaningful insights from their data. They desire more comprehensive and customizable reporting options to support data-driven decision-making.
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Limited Marketing Features: While QQCatalyst offers basic marketing functionalities, users have reported that its capabilities in this area are somewhat lacking and could benefit from further development.
Inability to Fill Multiple ACORD Forms Simultaneously: Users have indicated that QQCatalyst does not allow for the simultaneous completion of multiple ACORD forms, which can be a time-consuming limitation for agencies that frequently handle these documents.
Email Functionality Could Be Enhanced: Some users have expressed that the email functionality within QQCatalyst could be improved, suggesting that enhancements in this area would streamline communication processes.
Lack of Invoicing Feature: QQCatalyst does not currently offer a built-in invoicing feature, requiring agencies to use external solutions or manual methods for invoice generation and management.
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Is Insly insanely great? Insly users have praised the software for its user-friendly interface, making it a breeze to navigate even for those who aren't tech-savvy. They also appreciate the comprehensive suite of features, covering everything from policy issuance to billing and administration, eliminating the need for multiple software solutions. Affordability is another major plus, making it accessible to businesses of all sizes. However, some users have expressed concerns about the lack of robust customer support, leaving them feeling stranded when issues arise. Occasional bugs have also been reported, which can disrupt workflow and cause frustration. Despite these drawbacks, users generally find Insly to be a solid choice, particularly for smaller businesses that don't require extensive customer support. Its ease of use, comprehensive features, and affordability make it a strong contender in the market, especially when compared to more complex and expensive alternatives like Salesforce. However, businesses that prioritize reliable customer support and a bug-free experience might want to explore other options.

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How do users rate AMS360, is it the agency management system that takes the cake? AMS360, Vertafore's agency management software, generally garners positive feedback for its thorough features. Users particularly value its robust reporting capabilities, which provide exactly the data they need without any guesswork, and its seamless integration with other Vertafore products, creating a unified ecosystem. This integration is critical for agencies already invested in the Vertafore suite, as it streamlines workflows and data sharing. However, some users point out a steep learning curve, occasional system slowdowns, and a desire for more intuitive user interfaces, indicating that while powerful, AMS360 might not be the most user-friendly for new or non-technical users. A notable strength is its comprehensive documentation and policy tracking, which is essential for managing client information effectively. Conversely, a weakness is the system reverting to default account information even after policy-specific updates, leading to inconsistencies in documents like certificates. This highlights a potential area for improvement in future updates. Overall, AMS360 emerges as a robust solution best suited for insurance agencies, particularly those familiar with Vertafore products, who prioritize functionality, comprehensive reporting, and reliable support over ease of use and cutting-edge user interface design.

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Is Jenesis the genesis of a new era in insurance management software? Jenesis has garnered attention for its comprehensive suite of features designed to streamline the often-cumbersome world of insurance agency operations. Users praise its ease of use, highlighting its intuitive interface and well-structured workflows as major advantages. They particularly appreciate the platform's robust policy management, quoting, and customer relationship management (CRM) capabilities, which allow them to efficiently handle client interactions, track policy details, and generate accurate quotes. However, some users have reported that Jenesis can be slow at times, impacting their productivity and efficiency. Despite this drawback, Jenesis stands out for its cloud-based accessibility, making it a convenient option for businesses of all sizes. Its affordability, compared to competitors like Hawksoft and EZLynx, is another significant draw for many users. Ultimately, Jenesis is best suited for businesses seeking a comprehensive and user-friendly insurance management solution, particularly those prioritizing ease of use and affordability over processing speed. However, businesses that require a fast-paced software solution may need to explore alternative options.

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User reviews from the past year on FINEOS are a mixed bag. Some users praise FINEOS for its robust claims processing capabilities, noting that it streamlines complex workflows and reduces manual processing time. Others appreciate the comprehensive policy management features, highlighting the ease with which they can handle renewals, endorsements, and cancellations. However, some users express frustration with the system's complexity, citing a steep learning curve and the need for extensive training. A few users also point out occasional glitches and slow response times, impacting productivity and user satisfaction. While FINEOS is generally viewed as a powerful and feature-rich platform, its suitability hinges on the specific needs and technical capabilities of the organization. Businesses with complex insurance operations and a dedicated IT team may find FINEOS to be a valuable asset, while smaller organizations with limited resources might find it overwhelming.

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Can QQCatalyst catalyze your insurance agency's success? Recent user reviews suggest that it might, particularly for smaller agencies. Users consistently praise QQCatalyst for its user-friendliness and intuitive design. Many highlight the speed at which they were able to learn the system and navigate its features, even without prior experience with similar software. For example, one user described the platform as "easy to navigate and store files," appreciating the straightforward process of managing documents. This ease of use makes it a strong contender against more complex systems that may require extensive training. However, some users express that while QQCatalyst excels in its simplicity, it may lack the robust functionality of some competitors. One review pointed out that the software, while "good and promising," could benefit from a more comprehensive integration of features. This suggests that larger agencies with more complex needs might find the platform somewhat limiting. Overall, QQCatalyst emerges as a valuable tool for small, independent insurance agencies or those seeking a user-friendly system to streamline their operations. Its intuitive interface and focus on core features allow agents to quickly adapt and manage client relationships effectively. While it may not be as feature-rich as some competitors, its simplicity is a significant advantage for agencies prioritizing ease of use and quick implementation.

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