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.
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
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
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.
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.
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