Insly vs Juniper Square (2026): Pricing, Features & Verdict
Insly and Juniper Square both score 5.8/10 on our CRM criteria. Neither Insly nor Juniper Square lists a free plan.
Last updated: November 2026
Insly
5.8/10
Low-code insurance platform for MGAs, insurers and brokers that covers product building, distribution, policy administration, claims, accounting and client management.
Juniper Square
5.8/10
Juniper Square is an investor CRM, investor portal and fund administration platform for private markets general partners, especially real estate and private equity fund managers.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 5.8/10 | 5.8/10 |
| Customization | 8/10 | 5/10 |
| Analytics | 6/10 | 7/10 |
| Integration | 6/10 | 6/10 |
| Support | 6/10 | 8/10 |
| Ease of Use | 6/10 | 6/10 |
| Security | 5/10 | 9/10 |
| Cost | 3/10 | 2/10 |
| Scalability | 7/10 | 8/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | Contact for pricing | Contact for pricing |
| Estimated cost for 10 users | Contact for pricing | Contact for pricing |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Reporting & Analytics | ||
| Lead Management | Not listed | |
| Mobile Access | Not listed | |
| Opportunity Management | Not listed | |
Who Insly and Juniper Square suit
| Audience | Insly | Juniper Square |
|---|---|---|
| Financial Services | 9/10Insly is built specifically for insurance MGAs, insurers and brokers. | 9/10It is built for private markets GPs who manage LP fundraising and reporting. |
| Mid-Market | 7/10Its modular pricing and unlimited users suit growing MGAs and insurers. | 7/10Most reviewers work at firms with 11 to 200 employees. |
| Small Business | 3/10The reported starting price of about 4,000 euros per month is steep for small agencies. | 3/10The listed starting price of about 18,000 USD per year is a barrier for small sponsors. |
| Real Estate | Not rated | 10/10Real estate sponsors are its core customer base, and most reviewers are real estate fund managers. |
Which One Should You Choose?
Why choose Insly
- Higher Customization score (8/10 vs 5/10)
- Higher Cost score (3/10 vs 2/10)
Why choose Juniper Square
- Higher Security score (9/10 vs 5/10)
- Higher Support score (8/10 vs 6/10)
Pros & Cons
Insly
Pros
- Insurance products can be configured in the product builder without developers.
- Pricing includes unlimited internal users and broker users.
- Covers the full insurance lifecycle: distribution, policy administration, claims, accounting and reporting.
- Insly claims go-live in 7 to 14 days.
Cons
- No public prices. Third-party listings report a starting price of about 4,000 euros per month plus a fee based on premium volume.
- Lacks general CRM tools such as sales pipelines, marketing automation and built-in calling.
- Public reviews are few, and many on Capterra date from around 2014.
- Too specialised for any business outside insurance.
Juniper Square
Pros
- Logs LP emails, meetings and calendar events automatically from Gmail and Outlook, and the vendor says 83 percent of interactions are captured this way.
- Combines the CRM, data rooms, onboarding, investor portal and fund administration in one system, so GPs don't have to reconcile separate tools.
- Holds SOC 1 Type II and SOC 2 Type II attestations plus ISO 27001, which suits institutional LP due diligence.
- Reviewers on G2 rate it 4.7 out of 5 and often praise customer service and how it organizes investor data.
Cons
- Pricing is not published and is high, with a listed starting point of about 18,000 USD per year.
- Not suited to general B2B sales teams, because the pipeline is designed around fundraising.
- Reviewers say less tech-savvy investors find the portal hard to adopt and that some screens are not intuitive.
- Reviewers report that adapting it to unusual fund structures is difficult.
Not sold on either?
Frequently Asked Questions
Insly and Juniper Square both score 5.8/10 on our CRM criteria. The largest gap is in Security: 5/10 for Insly and 9/10 for Juniper Square.
No, neither Insly nor Juniper Square lists a free plan.