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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 Cuffr

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.

About Sellsy

Sellsy is the all-in-one solution to manage every facet of your sales business. It generates leads, manages payments, preserves customers, and much more.

The fact that Sellsy is an all-in-one, coherent solution sets it apart from all others in its market. Sellsy offers complete access to ALL your entered data, wherever you would intuitively need it. With Sellsy there is no need to hassle with multiple, incompatible software.

Sellsy is used to manage all points in the business cycle, and is adaptable to fit exactly to the needs of your business.

· ACQUIRE:
Sellsy includes the best lead generation tools in one convenient package: lead tracking and scoring, marketing automation, landing pages, blog, and website. You name it, we provide it.

· CONVERT:
Engage your leads with the personal touch of Sellsy: send quotes or proposals. Get faster engagement with embedded e-signatures. Stay on top of all tasks and projects with our CRM, project management, and collaborative features.

· SELL:
Easily convert proposals to invoices. Send them with a payment link from your favorite gateway and get paid faster. Streamline accounting with exports- you can even invite your CPA in your account! And don't worry, Sellsy will calculate your expenses, profits, and margins for you.

· NURTURE:
Stay on top of customer success with Sellsy's marketing tools that allow you to send ultra-targeted emails or text message campaigns. Preserve customer loyalty our organized customer service management system.

Join our other 15,000 happy users. Increase your efficiency and boost your sales with Sellsy today.

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

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

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.

Summary

  • Sellsy is a cloud computing platform so you can reach your data anytime, anywhere.

  • Sellsy is effective. It is proved to increase efficiency and boost sales.

  • Sellsy is simple and user-friendly; but of course! Our users are at the heart of what we do.

  • Sellsy is comprehensive. It's many solutions packed up in one product.

  • Sellsy is efficient. It practically does the work for you so you can focus on what’s important!

  • Sellsy is intuitive so that you can reach your data wherever you might intuitively need it.

  • Sellsy is assistive. Have questions? It’s easy to call or check our thorough FAQ pages.

  • Sellsy's collaborative tools allows your team to work together on projects with ease. Always see your progress and who's working on what!

  • Selly's automation features saves time for your team exponentially.

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

Pricing

Our Packages start from:

$50.00
(for up to 5 users) per month, per unit
Included in plan:
  • The unit of your choice
  • Marketing Campaigns
  • Electronic Signatures
  • Accounting
  • Time-Tracking

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

    Who are the main user groups of this service?
  • Sellsy is used by a wide range of businesses. It can be used no matter whether selling products or services, doing rentals or subscriptions, online or in store, B2B or B2C, profit or non-profit, or simply managing projects.

  • What is this service generally used for?
  • Sellsy is generally used to manage any and all points in the business cycle.
    The generation and management of prospects
    The management of business documents and administration
    The preservation of customers
    The collaborative organisation of all tasks and customer requests

  • What platforms does this service support?
  • Sellsy is a cloud computing platform so it can be accessed anywhere from the internet, on computers, tablets, or mobile devices.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, Sellsy offers webinars, customer support, and a thorough FAQ page.

  • Does this service integrate with any other apps?
  • Sellsy connects with many apps including Google and Outlook, and all apps can be connected through our API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Our multi-user capacity and collaborative tools are one of our strong points, in fact.

  • Does this service offer an API?
  • Yes, Sellsy is an open system that can inter-connect with many external systems through its API.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
La Rochelle
Employees:
11-50
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.

Other

Who uses Sellsy
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, French
Regional Restrictions:
No restrictions.
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