Compare Insly vs Paytradie vs Azurepath

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About Insly

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 Paytradie

Tradies can quote and invoice on the go, even accept credit card payments from a device they already carry with them. The 'light' accounting gets done automatically in the background.

If the customer is not in a position to utilise the on-the-spot payment option, Paytradie offers an email series of automatic due/outstanding payment reminders, sent to the customer, with an embedded secure online credit card payment option.

There is no merchant account setup required. i.e. no bank paperwork to complete. Sign up to Paytradie and complete a quick 1 minute set up to start accepting credit cards immediately.

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

  • Payments by card or bank transfer

  • Reduced fees on payment processing

  • Safely access data

  • Built for mobile and desktop

  • Local based support

  • Improve your cash flow

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: $8.00/month
  • Credit card required: No
  • Full: $8/month
    Pro: $28/month

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

    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.

Vendor Information

Founded:
-
Based in:
London
Employees:
51-200
Likes:
Followers:

Vendor Information

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

Vendor Information

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

Other

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

Other

Who uses Paytradie
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Australia

Other

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