Case Study: Field Insurance Brokers achieves streamlined paperwork and renewed focus on excellent service with Insly

Field Insurance Brokers - Customer Case Study

Field Insurance Brokers, a Bridgetown, Barbados brokerage founded in 1984 and expanded into full-service life and general insurance, faced the dual challenges of serving a very diverse small-market population and managing heavy regulatory paperwork under a high-bureaucracy environment. Their legacy system (Agency Manager) had become costly, outdated and unsupported, so they sought a cost-effective, cloud-based solution that would run on iOS/Mac and require minimal training — leading them to Insly.

Field Insurance Brokers migrated their data and operations to Insly’s cloud insurance platform, eliminating the need for in-house servers and gaining 24/7 access, daily offsite backups, continuous updates and round-the-clock support. Using Insly made the brokerage more efficient at compiling paperwork for insurers and regulators, freed staff to focus on excellent customer service, and raised the firm’s capacity and readiness to grow its business.

Field Insurance Brokers

Sonia M. Field

Chartered Life Underwriter