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 EPESI CRM
EPESI CRM is an open source application for any company. It is a tool with multiple features that allows organizing, processing and storing information in every business. It helps you to manage your data precisely, flexibly and easily, simplifying internal communication and making workflow more efficient.
Advantages of EPESI CRM:
1. Web-based application
2. Easy to use and configure
3. Intuitive interface
4. Modular structure
5. Organized internal communication
6. Multilingual handling
7. OS platform independent
8. Enterprise support
Thanks to its modular design EPESI serves also as a base for extensions - it is prepared for additional modules to be attached to it, like building blocks. You can get these modules from our store, create them yourself or ask some third party to do so.
Our CRM (Customer Relationship Management) system has many advantages that are desired by companies. It allows storing data on servers in a very simple and accessible way, allowing you to use the safety and security of advanced computer technologies. It makes data sharing very easy and fast, allowing you to share all kinds of calendar events, client data and internal information.
With EPESI all company employees (unlimited number of users) can access data from anywhere - all the requirements are an Internet connection and a web browser. EPESI also records a full history of changes and other user activities and allows controlling the data access down to individual fields.
The recommended option (fast and easy, no IT knowledge required) to start using EPESI is choosing Cloud edition.
We will host your data in a secure computer center, with redundant disks, backups and fast and reliable Internet connection.
Try now 30-day EPESI Cloud for free and then run your business efficiently!
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
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
An integrated e-mail client
Tasks and address book
Shared calendar
Unique solutions:- Advanced permission system- Easy form filling (Click2Fill)- Record change tracking (Watchdog)- Full record history
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
Starting from: $29.00/month
Credit card required: No
Free if you have your own server (hosting) and implement by yourself.
Monthly fee if you want use EPESI CRM on our cloud (hosting).
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
What platforms does this service support?
Web based - needed only internet browser and internet connection. Platform and system independent.
Does this service offer an API?
There is no need.
What is this service generally used for?
Manage clients, create and plan sales opportunities (assignments), plan projects with tickets, contact internally,
What are some applications this service is commonly used in tandem with?
Works e.g. with Roundcube, Telegram app.
Does this service offer guides, tutorials and or customer support?
Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - http://forum.epesibim.com/, Social media, Paid Premium Technical Support (hour packages - credits).
Does this service offer multi-user capability (e.g. teams)?
Yes. System can be operated by unlimited amount of users (groups, permissions, credentials).
Who are the main user groups of this service?
All kinds of businesses (production, sales, services etc.).
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