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 NetDispatcher
REDUCE YOUR COSTS AND INCREASE PROFITS BY 20%
Field service management and office automation software for home improvement businesses
See how office automation and field service management and streamline your business. You’re known for quality workmanship in your community. Your customer service has earned a lot of word of mouth and repeat business.
But that admin work — if only you could automate it all away…
NetDispatcher is your answer to reducing filing cabinets worth of paperwork. Now you can connect your entire office and field staff electronically to ALL of your business information.
Simple and Easy to Use Field Service Platform.
Once you’ve tried field service management software, you’ll never want to go back to pen and paper again. Schedule a live demonstration with one of our qualified sales agents to see the power of office automation and field service management.
Connect schedules between the office and field staff: records can be accessed with any mobile device by field personnel and office staff. Schedules are updated or canceled with instantaneous push notifications
Reduce errors and increase ROI: Paperwork can be a hassle to locate, and sometimes get lost. NetDispatcher puts all your critical customer information, billing records, and other documents in a safe, secure online database, easily accessed through a simple point and click interface.
Integrates with your current accounting software: NetDispatcher integrates with over 65 accounting packages. Connect Sage, QuickBooks, and many others out of the box
Fully customizable platform: Your business is unique, and NetDispatcher is built to suit the needs of your contracting business
No more double entry bookkeeping: Now you can finally update expenses and receipts once let software do the rest.
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
Calendar Management
Contact Management
Customer Management
Data Export
Data Import
External Integrations
Lead Management
Multi-User
Notifications
Scheduling
Task Scheduling/Tracking
Timesheets
Travel Management
Route Optimization
Mobile App
Fleet Management
Map Visualization
Appointment Scheduling
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
Simple, Form Based Work Orders
Streamline Customer Followup
Real-Time Dispatch
Drag-n-Drop Scheduling
Real-Time Reporting
Send and Recieve job updates on the fly
Automated Time Tracking
Mobile Workforce
Open API Integrations To Other Software Programs
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
Gold Plan Per User
$39.00
1 user(s) / month
Silver Plan Per User
$29.00
1 user(s) / month
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?
Yes we have a open API that each customer can use to connect other applications.
Does this service integrate with any other apps?
NetDispatcher integrates with many of the common CRM, accounting, ERP systems out of the box and offers a public API (Application Programming Interface) to enable fast link between systems. Sage, Microsoft NAV and Quickbooks are among the common one. We have over 70 different API connectors.
What platforms does this service support?
We hae a web application that supports any device that has a web broswer and data connection. We have all the same features as a mobile app like caching, offline mode and GPS. On our road map we have a IOS and Android app coming out also.
Who are the main user groups of this service?
We can work with any company that has a mobile work force. Usually when customers has over 5 trucks or 20 or more field service tech it makes sense to use our software. We have a domain experience in landscaping and HVAC
What are some applications this service is commonly used in tandem with?
Most common are Accounting programs like Quickbooks and Sage.
Does this service offer multi-user capability (e.g. teams)?
Yes we have multi-user support and sites for different business locations and crew base teams support.
What is this service generally used for?
We help schedule and dispatcher your field techs work order and track time in the field.
Does this service offer guides, tutorials and or customer support?
We have a online academy the users can use or we have web-based and onsite training avaible for a fee.
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