Compare Insly vs ChargeOver vs Sage Business Cloud Accounting

More Information More Information More Information

Crozscore:

68%
what is this?
33%
interest falling

Crozscore:

74%
what is this?
36%
interest falling

Crozscore:

84%
what is this?
80%
41%
interest falling
Insly screenshot view 1 more ChargeOver screenshot view 5 more Sage Business Cloud Accounting screenshot view 3 more

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:

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.

Software Description:

Discover how moving your financial data and accounting processes to the cloud can transform your business.

Our accounting software can help you make better decisions, drive faster responses, and gain greater control from wherever you are with the confidence that your data is secure in the cloud.

Create and customise professional invoices, and keep your accounts accurate and up-to-date with seamless bank reconciliation. There’s no limit to the number of transactions you can make, and our software will automatically calculate and submit your VAT returns safely to HMRC.

Our software comes with either support as standard, or has an optional support package - so help is only ever a phone call away if you need a hand with anything.

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:

  • API
  • Billing/Invoicing
  • Chat
  • Customer Management
  • History/Version Control
  • Multi-Currency
  • Payment Processor

Features:

  • Billing/Invoicing
  • Accounts Receivable
  • Multi-User
  • Accounts Payable
  • General Account Ledger
  • P&L

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:

    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: $65.00/month
  • Credit card required: N/A
  • Starter $65/month - 50 billed (active) customers each month or fewer
    Basic $115/month - 51-150 billed (active) customers each month or fewer
    Professional $229/month - 151 - 500 billed (active) customers each month or fewer
    Commercial $549/month 501 - 2500 billed (active) customers each month or fewer

Start

$3.75
1 user(s) / month
Included in plan:
  • Automatic bank feeds
  • Manage your cash flow
  • Simple and professional sales invoices
  • Keep on top of your banking
  • Work efficiently with your accountant

Accounting

$12.50
1 user(s) / month
Included in plan:
  • All from Start
  • Performance summaries
  • Create custom quotes and invoices
  • Tracking monthly income & expenses
  • Produce advanced reports
  • Simple VAT
  • Accountant collaboration
  • Sync with Sage Pay & Sage One Payroll
  • International trading
  • Multiple users & companies
  • Multi-currency

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:

    No FAQs associated with this application.

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
45.6k

Other:

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

Other:

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

Other:

Who uses Sage Business Cloud Accounting
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
Back to top