Compare Insly vs Paytradie

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69%
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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:

Tradies can quote and invoice on the go, even accept credit card payments from a device they already carry with them. The 'light' accounting gets done automatically in the background.

If the customer is not in a position to utilise the on-the-spot payment option, Paytradie offers an email series of automatic due/outstanding payment reminders, sent to the customer, with an embedded secure online credit card payment option.

There is no merchant account setup required. i.e. no bank paperwork to complete. Sign up to Paytradie and complete a quick 1 minute set up to start accepting credit cards immediately.

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:

  • Billing/Invoicing
  • Customer Management
  • History/Version Control
  • Notifications
  • Payment Processor
  • Project 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:

  • Payments by card or bank transfer

  • Reduced fees on payment processing

  • Safely access data

  • Built for mobile and desktop

  • Local based support

  • Improve your cash flow

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: $8.00/month
  • Credit card required: No
  • Full: $8/month
    Pro: $28/month

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:
5.23k
Followers:
2.5k

Publisher:

Founded:
-
Based in:
Perth
Employees:
-
Likes:
679
Followers:

Other:

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

Other:

Who uses Paytradie
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Australia

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