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 EPESI CRM
EPESI CRM is an open source application for any company. It is a tool with multiple features that allows organizing, processing and storing information in every business. It helps you to manage your data precisely, flexibly and easily, simplifying internal communication and making workflow more efficient.
Advantages of EPESI CRM:
1. Web-based application
2. Easy to use and configure
3. Intuitive interface
4. Modular structure
5. Organized internal communication
6. Multilingual handling
7. OS platform independent
8. Enterprise support
Thanks to its modular design EPESI serves also as a base for extensions - it is prepared for additional modules to be attached to it, like building blocks. You can get these modules from our store, create them yourself or ask some third party to do so.
Our CRM (Customer Relationship Management) system has many advantages that are desired by companies. It allows storing data on servers in a very simple and accessible way, allowing you to use the safety and security of advanced computer technologies. It makes data sharing very easy and fast, allowing you to share all kinds of calendar events, client data and internal information.
With EPESI all company employees (unlimited number of users) can access data from anywhere - all the requirements are an Internet connection and a web browser. EPESI also records a full history of changes and other user activities and allows controlling the data access down to individual fields.
The recommended option (fast and easy, no IT knowledge required) to start using EPESI is choosing Cloud edition.
We will host your data in a secure computer center, with redundant disks, backups and fast and reliable Internet connection.
Try now 30-day EPESI Cloud for free and then run your business efficiently!
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
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
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
An integrated e-mail client
Tasks and address book
Shared calendar
Unique solutions:- Advanced permission system- Easy form filling (Click2Fill)- Record change tracking (Watchdog)- Full record history
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
Starting from: $29.00/month
Credit card required: No
Free if you have your own server (hosting) and implement by yourself.
Monthly fee if you want use EPESI CRM on our cloud (hosting).
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 platforms does this service support?
Web based - needed only internet browser and internet connection. Platform and system independent.
Does this service offer an API?
There is no need.
What is this service generally used for?
Manage clients, create and plan sales opportunities (assignments), plan projects with tickets, contact internally,
What are some applications this service is commonly used in tandem with?
Works e.g. with Roundcube, Telegram app.
Does this service offer guides, tutorials and or customer support?
Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - http://forum.epesibim.com/, Social media, Paid Premium Technical Support (hour packages - credits).
Does this service offer multi-user capability (e.g. teams)?
Yes. System can be operated by unlimited amount of users (groups, permissions, credentials).
Who are the main user groups of this service?
All kinds of businesses (production, sales, services etc.).
Does this service integrate with any other apps?
Yes, e.g. Telegram app.
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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