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Insly Agency & Broker Platform from Insly

A flexible, cloud-based system enabling agencies and brokers to manage clients, policies, quotes, documents, workflows, accounting, and bordereaux reporting with customizable workflows and integrations.

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Product analysis by function

Agency Management Systems for Distribution and Agency Management

Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
More Agency Management Systems More Distribution and Agency Management ...

Agent and Broker Onboarding
(0 Yes /0 Known /10 Possible features)

Licensing and Appointment Management
(0 Yes /0 Known /10 Possible features)

Commission Management
(0 Yes /0 Known /10 Possible features)

Performance Monitoring & Analytics
(0 Yes /0 Known /10 Possible features)

CRM & Communication Tools
(0 Yes /0 Known /10 Possible features)

Compliance & Audit
(0 Yes /0 Known /10 Possible features)

Integration & APIs
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Data Security & Privacy
(0 Yes /0 Known /10 Possible features)

Reporting & Document Generation
(0 Yes /0 Known /10 Possible features)

Training & Certification Management
(0 Yes /0 Known /10 Possible features)

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Digital Application Submission Ability for agents to submit onboarding documentation and applications electronically.		No information available
Automated Background Checks Integrated background screening as part of onboarding workflow.		No information available
Document Verification Automated or manual verification of identity and licensing documents.		No information available
E-signature Integration Support for capturing electronic signatures for contracts and consent forms.		No information available
Onboarding Processing Time Average time taken to complete the onboarding process.		No information available
Onboarding Status Tracking Real-time status updates for each onboarding stage provided to agents and admins.		No information available
Customizable Onboarding Workflows Ability to customize or configure onboarding steps per agency or role.		No information available
Pre-appointment Checks Automated checks for compliance before formal agent appointment.		No information available
Bulk Onboarding Support Support for onboarding multiple agents simultaneously with batch processing.		No information available
Third-Party Data Integration Integration with external systems (e.g., NIPR, ACORD) for license or record verification.		No information available

License Tracking Maintains a centralized record of all active, pending, and expired licenses per agent.		No information available
Expiration Reminders Automated notifications sent ahead of license or appointment expirations.		No information available
Appointment Request Workflow Workflow for requesting, reviewing, and approving carrier appointments for agents.		No information available
Multi-state License Support Tracks agent licenses and appointment statuses across multiple states or jurisdictions.		No information available
Automated License Renewal Submission System automates submission of renewal applications directly to state regulators or NIPR.		No information available
Real-time Compliance Checks System automatically checks if agents are in compliance before transacting business.		No information available
License Document Storage Digitally stores license certificates, appointments, and related documentation.		No information available
Carrier Appointment Tracking Tracks which carriers each agent or agency is appointed with, and current status.		No information available
License Verification Speed Average time required to verify or validate a license.		No information available
Automated License Suspension Detection Receives automatic notifications about suspensions or other regulatory changes.		No information available

Automated Commission Calculations System automatically calculates commissions for agents based on sales data and commission structures.		No information available
Configurable Commission Schedules Support for multiple commission structures (flat, tiered, bonus, etc.), configurable at agent or product level.		No information available
Real-time Commission Reporting Commission data is updated and viewable in real time by agents and administrators.		No information available
Split Commission Support Ability to handle split commissions among multiple agents or agencies per transaction.		No information available
Advance and Clawback Handling System can track, pay advances, and execute clawbacks when necessary.		No information available
Bulk Commission Payouts Supports processing payments in bulk to multiple agents at once.		No information available
Third-Party Payment Integration Integration with payment gateways and accounting packages for commission disbursement.		No information available
Commission Statement Generation Speed Time taken to generate individual or bulk commission statements.		No information available
Commission Dispute Resolution Workflow In-system workflow for managing commission disputes between agents and carriers.		No information available
Mass Commission Adjustments Ability to make bulk adjustments to commission results across many agents and transactions.		No information available

Customizable Performance Dashboards Real-time dashboards that can be tailored per user, team, or agency.		No information available
Sales Leaderboards Visual leaderboards displaying top performing agents, agencies, or teams.		No information available
Goal & Target Tracking Set, track, and auto-report sales targets or qualitative goals.		No information available
Drill-Down Analytics Ability to drill into performance metrics at agent, product, or region level.		No information available
Real-time KPI Updates Key performance indicators update in real time based on recent data.		No information available
Monthly Performance Reporting Speed Time to generate monthly reports for all agents/agencies.		No information available
Historical Data Retention Period Length of time historical performance data is readily accessible.		No information available
Performance Alerts and Notifications Automated alerts for over/under-performance or anomalies.		No information available
Outcome Attribution Analysis System can attribute performance to actions/campaigns for deeper insights.		No information available
Data Export Capabilities Ability to export analytics and performance data to Excel, PDF, or APIs.		No information available

Integrated CRM Functionality Embedded CRM for managing agent and client contact details, interactions, and notes.		No information available
Calendar and Task Management Built-in tools for scheduling meetings, reminders, and assigning follow-up tasks.		No information available
Bulk Email and SMS Campaigns System supports mass email or SMS communication with agent groups.		No information available
Automated Reminders and Notifications Automatic sending of policy, licensing, training, or performance reminders.		No information available
Click-to-Dial or Integrated Telephony Supports direct call initiation from the system to agents or clients.		No information available
Contact Import/Export Speed Time to upload or download large batches of contact or communication data.		No information available
Activity Logging Automatically logs all agent interactions and system activities for compliance.		No information available
Communication Template Management Users can create, store, and apply standard communication templates.		No information available
Automated Lead Assignment Automated routing/assignment of leads to appropriate agents/agencies.		No information available
Two-way Messaging Supports bidirectional messaging/email for agent and admin communications.		No information available

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Financial Technology Year

Insly Agency & Broker Platform from Insly

Product analysis by function

Agency Management Systems for Distribution and Agency Management

Agent and Broker Onboarding
(0 Yes /0 Known /10 Possible features)

Licensing and Appointment Management
(0 Yes /0 Known /10 Possible features)

Commission Management
(0 Yes /0 Known /10 Possible features)

Performance Monitoring & Analytics
(0 Yes /0 Known /10 Possible features)

CRM & Communication Tools
(0 Yes /0 Known /10 Possible features)

Compliance & Audit
(0 Yes /0 Known /10 Possible features)

Integration & APIs
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Data Security & Privacy
(0 Yes /0 Known /10 Possible features)

Reporting & Document Generation
(0 Yes /0 Known /10 Possible features)

Training & Certification Management
(0 Yes /0 Known /10 Possible features)

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Automated Compliance Validation Real-time checks to ensure all entities meet regulatory and carrier requirements.		No information available
Custom Rule/Policy Engine Ability to define and enforce unique compliance policies and business rules.		No information available
End-to-End Audit Trail Comprehensive logs of all system changes, accesses, and activities.		No information available
Change Log Data Retention Duration that audit log data is retained in the system.		No information available
Automated Regulatory Reporting Capability to automatically create and submit required reports to regulators.		No information available
User Access Controls Granular control and audit of which users can access, view, or modify specific data.		No information available
Sanction List Checks Periodic or real-time checks against OFAC and other sanction/blacklist databases.		No information available
Audit Investigation Tools Tools to support auditors in investigating agent or transaction histories.		No information available
Regulatory Update Notification Automated alerts for regulatory changes impacting the distribution business.		No information available
Third-Party Compliance Feed Integration Ability to connect with third-party compliance or news feed providers.		No information available

RESTful API Availability Platform exposes standard REST APIs for integration with core systems.		No information available
Event-based Integration Supports event-driven integrations using webhooks or messaging queues.		No information available
Pre-built Integration Connectors Provided connectors for popular systems (CRM, policy admin, ERP, etc.).		No information available
Batch Data Import/Export Ability to process large data uploads/downloads in batch mode.		No information available
Custom API Endpoint Support Ability to configure and add custom API endpoints for unique integration needs.		No information available
API Documentation Quality Comprehensiveness and clarity of developer API documentation.		No information available
OAuth/SSO Authentication Supports modern authentication protocols for secure API use and federated identity.		No information available
Integration Setup Speed Average time taken to set up standard integrations.		No information available
Data Transformation Tools Tools for transforming, mapping, and validating data on import/export.		No information available
Real-time Data Sync Capability Ability to synchronize data between the AMS and other systems in real time.		No information available

Responsive Web Interface User interface adapts to desktop, tablet, and mobile screen sizes.		No information available
Mobile App Availability Dedicated mobile applications for iOS and Android users.		No information available
Role-based Dashboards Dashboards and menus adjust based on user roles and permissions.		No information available
Customizable UI/Branding Ability to apply custom colors, logos, and themes per agency.		No information available
Multi-language Support User interface can be localized into multiple languages.		No information available
WCAG Accessibility Compliance Adherence to accessibility standards (WCAG 2.1 or later).		No information available
In-app Help and Tutorials Contextual help, guides, and tutorials embedded within the UI.		No information available
Page Load Speed Average load time for common application pages.		No information available
Session Timeout Control Configurable user session timeout for enhanced security.		No information available
Self-service User Profile Management Users can update their own profile data, preferences, and settings.		No information available

Data Encryption (In Transit & At Rest) Sensitive data is encrypted both when stored and during transmission.		No information available
Granular User Permissions Supports defining fine-grained access rights for users and groups.		No information available
Audit Logging for Data Access All accesses to sensitive data are logged with user, time, and purpose.		No information available
Support for Data Deletion/Erasure Requests Can process agent or customer requests for erasure under GDPR/CCPA.		No information available
Data Masking Sensitive data fields are masked or obscured in the user interface.		No information available
Periodic Vulnerability Scanning Regular automated scans for security vulnerabilities.		No information available
Penetration Testing Frequency How often external or internal pen testing is performed.		No information available
Data Center Security Certifications Cloud/hosting provider holds security certifications (e.g., SOC 2, ISO 27001).		No information available
Multi-factor Authentication Support User authentication can require a second authentication factor.		No information available
Role Separation for Sensitive Actions Critical admin functions require dual-control or approval from separate accounts.		No information available

Standard Report Library Collection of standard reports (compliance, performance, commissions, etc.) available out-of-box.		No information available
Custom Report Builder Users can create ad hoc custom reports on any data set in the system.		No information available
Automated Report Scheduling System can automatically generate and distribute reports on a set schedule.		No information available
Export to Multiple Formats Reports and documents can be exported to formats like PDF, XLS, DOCX, CSV.		No information available
Document Template Management Users can create, maintain, and use templates for contracts, appointment letters, and other recurring documents.		No information available
Bulk Document Generation Ability to generate documents for groups or batches of agents at once.		No information available
On-demand Statement Production Speed Time required to produce agent commission or performance statements.		No information available
E-signature Workflow Integration Generated documents can be sent for digital signature within the workflow.		No information available
Data-driven Conditional Output Document and report content can be dynamically altered based on underlying data.		No information available
Secure Document Storage All produced documents are stored in a secure, searchable repository.		No information available

Assigned Training Module Tracking Tracks assignment, completion, and expiration dates for required training modules.		No information available
Online Learning Integration Integrates with Learning Management Systems (LMS) or online training providers.		No information available
Certification Expiry Alerts Automatic notifications for upcoming certification or training module expiries.		No information available
Self-service Training Portal Portal for agents to self-enroll, complete training, and download certificates.		No information available
CE Credit Tracking Tracks and reports on agents' continuing education credits per jurisdiction.		No information available
Bulk Assignment of Training Admins can assign courses in bulk to agent groups by role or geography.		No information available
Training Completion Rate Calculation Tracks and reports percentage of agents completing assigned training.		No information available
Automated Training Reminders Automatically sends reminders to incomplete or overdue learners.		No information available
Audit-proof Certification Records System stores proof-of-completion for audits or regulatory requirements.		No information available
Integration with External Certification Bodies Supports data exchange or validation with third-party certification authorities.		No information available

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Financial Technology Year

Insly Agency & Broker Platform from Insly

Product analysis by function

Agency Management Systems for Distribution and Agency Management

Agent and Broker Onboarding (0 Yes /0 Known /10 Possible features)

Licensing and Appointment Management (0 Yes /0 Known /10 Possible features)

Commission Management (0 Yes /0 Known /10 Possible features)

Performance Monitoring & Analytics (0 Yes /0 Known /10 Possible features)

CRM & Communication Tools (0 Yes /0 Known /10 Possible features)

Compliance & Audit (0 Yes /0 Known /10 Possible features)

Integration & APIs (0 Yes /0 Known /10 Possible features)

User Experience & Accessibility (0 Yes /0 Known /10 Possible features)

Data Security & Privacy (0 Yes /0 Known /10 Possible features)

Reporting & Document Generation (0 Yes /0 Known /10 Possible features)

Training & Certification Management (0 Yes /0 Known /10 Possible features)

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Agent and Broker Onboarding
(0 Yes /0 Known /10 Possible features)

Licensing and Appointment Management
(0 Yes /0 Known /10 Possible features)

Commission Management
(0 Yes /0 Known /10 Possible features)

Performance Monitoring & Analytics
(0 Yes /0 Known /10 Possible features)

CRM & Communication Tools
(0 Yes /0 Known /10 Possible features)

Compliance & Audit
(0 Yes /0 Known /10 Possible features)

Integration & APIs
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Data Security & Privacy
(0 Yes /0 Known /10 Possible features)

Reporting & Document Generation
(0 Yes /0 Known /10 Possible features)

Training & Certification Management
(0 Yes /0 Known /10 Possible features)