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 Easy Accountax
Easy accountax is the ideal solution for you. Online cloud based accounting software that provide book keeping, payroll, self assessment, CRM, HRM, Stock Management and function. Whether you are a small business, an individual or an Accountant, We provide a one-stop solution for you. From accounting to payroll to invoicing. It’s all included. No extra charges for any add-ons.
An ideal solution for small businesses and accountants! The most convenient way to manage and operate all accounting transactions is Easy Accountax. From simple bookkeeping to invoicing the clients, it does it all for you! Being a cloud-based accounting solution, it has an amazing bunch of features such as:
Financial Reports
Asset Management
Free Upgrades
Invoice Settings
Banking
Time & Billing
Multi-Currency
Document Management
CRM
Bills & Expenses
Corporation Tax
Payroll
With Easy Accountax, you will be able to respond quickly to customer queries and also customise invoice templates before sending them. This cloud-based accounting software has enabled many enterprises and even individuals to achieve higher performance. This cloud-based accounting solution does not only provide the accounting data, but also TAX filing process and VAT Returns. The accounting industry is going through a tremendous transformation and leading through it will surely count on smart challenges undertaken by the owners.
We are a growing and passionate team based in central London and we want to provide affordable yet powerful and intuitive accounting solution for small businesses and accountants.
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
Accounts Payable
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
General Account Ledger
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payroll
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
Summary
CRM Integration
Free Upgrades Lifetime
Asset Management
Time & Billing
White Label Solution as per User Requirement
Payroll
VAT & CIS Submission for UK based Business
Multi Currency
Document Management
Mobile App
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
Starter
$8.00
2 user(s) / month
Included in plan:
1 GB File Storage
Intermediate
$12.00
5 user(s) / month
Included in plan:
2 GB File Storage
Professional
$15.00
unlimited user(s) / month
Included in plan:
5 GB File Storage
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 guides, tutorials and or customer support?
Yes, We offer full guideline also call and chat support.
Does this service offer multi-user capability (e.g. teams)?
Yes, Support multi user for accounting team.
Who are the main user groups of this service?
Every one like small business, accountant, hospitality, vendor, IT company, grocery store owner, shopping store owner. Compatible with every business.
What platforms does this service support?
Web based software for every computer user. Also support Iphone and android app.
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