Insurance broker and agents – there are more than 1 million of them globally – are facing serious problem. They are participating in very competitive industry (selling insurance) and they are doing it with paper and spreadsheet. This needs to change in order for them to survive.
Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated. All our competitors are offering their solution in one selected country.
About ChargeOver
ChargeOver makes it possible for any recurring billing or subscription model business to get paid faster, reduce churn, and grow more.
By seamlessly automating billing, payments, and dunning, ChargeOver transforms a day's worth of work into minutes. Its integrations and API allow for a seamless fit into your existing operations.
About Azurepath
At only $14.95 per month after a free trial, no other CRM on the market offers more for less. Azurepath's feature set to cost ratio stands apart in a market full of over-priced and out-dated applications. Getting started is remarkably simple. Drag and drop any contact or lead list into the import window and you're up and running in seconds. Let Azurepath track lead activity, aging pipeline, generate reports, forecast sales, and create business insights for you automatically. All in real-time.
Features
2-Factor Authentication
API
Contact Management
Customer Management
Data Export
Data Import
External Integrations
Multi-User
Notifications
Features
2-Factor Authentication
Accounts Receivable
API
Balance Sheet
Billing/Invoicing
Budgeting
Calendar Management
Contact Management
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payment Processor
Payroll
Scheduling
Supplier Management
Tax Management
BitCoin
PayPal
Stripe
SAP Integration
Features
API
Audience Targeting
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Referral Tracking
Scheduling
Social-Media Integration
Third-Party Plugins/Add-Ons
Travel Management
Custom Data Forms
Call Tracking
Call Disposition
Softphone
Sales Motivator
Click-to-Dial
Summary
Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated.
Summary
Integrate with QuickBooks, Xero, Zapier, and others
Use API, .js, and webhooks to integrate with SaaS applications
Easily add one-time charges, discounts, and trials
Brand all customer-facing emails and pdfs (such as invoices and receipts) with custom HTML
Check standard and custom reporting to track progress
Summary
No key features associated with this application.
Pricing
Starting from: $219.00/month
Credit card required: No
SMALL AND MEDIUM COMPANY PACKAGE
Tailored for Companies of up to 20 users:
• Customer and policy management
• Manual insurance proposals
• Invoicing and payment mapping
• Possibility to set up custom offer & invoice templates
• Standard reporting
• Standard API-s
• Support via chat, email and phone
Pricing
Credit card required: N/A
Contact ChargeOver for custom pricing.
Pricing
Monthly
$14.95
1 user(s) / month
Included in plan:
Unlimited users, accounts, leads and attachments
Annual
$12.50
1 user(s) / month
Included in plan:
Unlimited users, accounts, leads and attachments
FAQs
Does this service integrate with any other apps?
Yes, Insly can be tailored for any business needs
Does this service offer multi-user capability (e.g. teams)?
Yes
What platforms does this service support?
It is cloud based solution and can be used online on every platform.
What is this service generally used for?
Managing insurance business (brokers and agents)
Does this service offer an API?
Yes
Does this service offer guides, tutorials and or customer support?
Yes, free support worldwide
Who are the main user groups of this service?
Insurance brokers & Insurance agents
FAQs
What is this service generally used for?
Subscription and recurring billing and payments.
Does this service offer guides, tutorials and or customer support?
ChargeOver is known for their customer support team. The team supports through live demos, free trials and easy to reach customer support when you need additional help.
Does this service integrate with any other apps?
Absolutely. There are currently 28 integrations and our team is building on that number every day! Within those apps, there are many more as well.
Does this service offer an API?
Yes!
What are some applications this service is commonly used in tandem with?
From small business to large enterprises, ChargeOver is a great tool for those looking to organize, automate and grow with their business's invoicing and payments.
FAQs
Does this service offer an API?
Not at this time. Integrations with Azurepath are remarkably straightforward and user-friendly.
Does this service offer multi-user capability (e.g. teams)?
Yes. Support for teams large and small is baked into Azurepath.
Does this service integrate with any other apps?
Gmail, Outlook, Excel, Wufoo, Typeform, Yesware
Does this service offer guides, tutorials and or customer support?
Yes, yes and yes. Support is unlimited and free.
What are some applications this service is commonly used in tandem with?
Email, spreadsheets, web forms, and accounting software
Who are the main user groups of this service?
Any sized businesses who sell products of virtually any kind.
What is this service generally used for?
CRM, lead management, sales team management, sales forecasting, performance analysis, and business intelligence.
What platforms does this service support?
Azurepath is a responsive web-based application accessible via your browser on any computer, tablet or phone. There is no stripped down application to download.
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