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 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!
About PaySimple Pro
PaySimple is an all-in-one integrated system for selling online, accepting payments, and automating your billing. Providing best-in-class invoice and billing software for service businesses, PaySimple enables you to spend less time billing so you can get back to doing what you love. Payments can be made quickly through email invoices, automatic recurring billing, and through the mobile app on your phone.
Additional features include automated payment communications, data import/export, customized reporting and secure storage of customer account information for easy repeat transactions.
All backed by our Simply Amazing Support - here to make your life easier!
Features
2-Factor Authentication
API
Contact Management
Customer Management
Data Export
Data Import
External Integrations
Multi-User
Notifications
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
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
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
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
Summary
Accept payments of all types
Automate your invoicing and billing
Sell your products and services online
Book appointments on any device
Securely store customer information
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: $0.00/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).
DIY
Free
Included in plan:
Do It Yourself
On Premise
Free and Open Source
Free Trial
Free
Included in plan:
30-days free Epesi Cloud trial
1 GB SSD Disk
Epesi Cloud 5
$14.55
unlimited user(s) / month
Included in plan:
5 GB SSD Disk
5 e-mail accounts
Unlimited Epesi users
Pricing
Starting from: $49.95/month
Credit card required: No
Our most popular solution is the PaySimple Pro software which provides payment acceptance, recurring billing, online store, and a mini-customer database. There is additionally a PaySimple Enterprise solution with API Integrations and a dedicated account manager. There is also a free appointment/scheduling application (BookSimple) as well as other customized options depending on business needs.
PaySimple offers a free 14 day trial. No credit card or commitment required.
PaySimple Pro
$49.95
unlimited user(s) / month
Included in plan:
Recurring Billing
POS system
Online Store
Automated Invoicing
Customer Database
Appointment Scheduling
Customized Payment Forms
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
Does this service offer guides, tutorials and or customer support?
Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - https://forum.epe.si/, Social media, Paid Premium Technical Support (hour packages - credits).
Does this service offer an API?
Yes via Premium Sync module.
What platforms does this service support?
Web based - needed only internet browser and internet connection. Platform and system independent.
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 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.).
Does this service integrate with any other apps?
Yes, e.g. Telegram app.
FAQs
Does this service offer an API?
Yes! Through PaySimple Enterprise, you get API integration along with multi-location support, a dedicated account manager, and all features of PaySimple Pro.
What is this service generally used for?
PaySimple is used to simplify billing and collection processes by enabling you to bill, collect and deposit all of your payments automatically. Our online store also allows you to automate the sales of your products and services.
Does this service offer guides, tutorials and or customer support?
Our online help center can be found at https://support.paysimple.com where you can find answers to common product questions, how-tos, and contact our support team.
Who are the main user groups of this service?
PaySimple is perfect for small to medium sized service-based businesses. With the ability to sell online, collect payments, schedule appointments, and manage customer data, all aspects of a business can be managed from the single platform.
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