Compare Insly vs Cuffr vs Azurepath

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Software Description:

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.

Software Description:

We built Cuffr to help freelancers, small businesses and non-profits easily collect payments with minimal fees. We do this by combining multiple payment tools into one easy-to-use platform, including: invoicing, recurring payments, web forms & buttons, and a customizable payment url.

In addition to these great features, we plan to integrate other business tools to make Cuffr your one stop location to run and manage your business or non-profit.

Finally, we want to offer this at pricing everyone can afford. We don't show our customers one rate and then put the real rate in the fine print if a payment is made online (like most are). We give one low rate and that's it; 2.79% + .30¢/transaction. Also, if you're a non-profit, we give you the lowest rates in the industry. We want you to keep your hard earned dollars in your pocket.

Software Description:

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:

  • API
  • Balance Sheet
  • Billing/Invoicing
  • CRM Integration
  • Dashboard
  • Data Export
  • Data Import
  • Budgeting
  • Accounts Receivable
  • Data Visualization
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Customer Management
  • Contact Management
  • Calendar Management
  • Expense Tracking
  • Payment Processor
  • Tax Management

Features:

Features:

  • Multi-User
  • Dashboard
  • Lead Scoring
  • Google Apps Integration
  • Lead Management
  • Notifications
  • Call Tracking
  • Multi-Currency
  • Referral Tracking
  • Email Integration
  • External Integrations
  • Data Export
  • Data Visualization
  • Contact Management
  • Data Import
  • Forecasting

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:

    No key features associated with this application.

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: No
  • Cuffr Smart Pricing
    2.79% + 30¢ per transaction

    Non-Profit Discount
    2.10% + 30¢ per transaction

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:

    No FAQs associated with this application.

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.

Publisher:

Founded:
-
Based in:
London
Employees:
51-200
Likes:
5.23k
Followers:
2.5k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
325

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Insly
  • Startups
  • Agencies
  • Enterprises
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Cuffr
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Regional Restrictions:
No restrictions.

Other:

Who uses Azurepath
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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