Compare Insly vs Cuffr

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67%
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33%
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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:

We built Cuffr to help freelancers, small businesses and non-profits easily collect payments with minimal fees. We do this by combining multiple payment tools into one easy-to-use platform, including: invoicing, recurring payments, web forms & buttons, and a customizable payment url.

In addition to these great features, we plan to integrate other business tools to make Cuffr your one stop location to run and manage your business or non-profit.

Finally, we want to offer this at pricing everyone can afford. We don't show our customers one rate and then put the real rate in the fine print if a payment is made online (like most are). We give one low rate and that's it; 2.79% + .30¢/transaction. Also, if you're a non-profit, we give you the lowest rates in the industry. We want you to keep your hard earned dollars in your pocket.

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:

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:

    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:

  • Credit card required: No
  • Cuffr Smart Pricing
    2.79% + 30¢ per transaction

    Non-Profit Discount
    2.10% + 30¢ per transaction

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.

Publisher:

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

Publisher:

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

Other:

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

Other:

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

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