Compare Insly vs Azurepath vs Paytradie

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:

At only $14.95 per month after a free trial, no other CRM on the market offers more for less. Azurepath's feature set to cost ratio stands apart in a market full of over-priced and out-dated applications. Getting started is remarkably simple. Drag and drop any contact or lead list into the import window and you're up and running in seconds. Let Azurepath track lead activity, aging pipeline, generate reports, forecast sales, and create business insights for you automatically. All in real-time.

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:

• Multi-User
• Dashboard
• Lead Scoring
• Google Apps Integration
• Lead Management
• Notifications
• Call Tracking
• Multi-Currency
• Referral Tracking
• Email Integration
• External Integrations
• Data Export
• Data Visualization
• Contact Management
• Data Import
• Forecasting

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:

No key features associated with this application.

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:

Does this service offer an API?

• Not at this time. Integrations with Azurepath are remarkably straightforward and user-friendly.

Does this service offer multi-user capability (e.g. teams)?

• Yes. Support for teams large and small is baked into Azurepath.

Does this service integrate with any other apps?

• Gmail, Outlook, Excel, Wufoo, Typeform, Yesware

Does this service offer guides, tutorials and or customer support?

• Yes, yes and yes. Support is unlimited and free.

What are some applications this service is commonly used in tandem with?

• Email, spreadsheets, web forms, and accounting software

Who are the main user groups of this service?

• Any sized businesses who sell products of virtually any kind.

What is this service generally used for?

• CRM, lead management, sales team management, sales forecasting, performance analysis, and business intelligence.

What platforms does this service support?

• Azurepath is a responsive web-based application accessible via your browser on any computer, tablet or phone. There is no stripped down application to download.

FAQs:

No FAQs associated with this application.

Publisher:

Publisher:

Publisher:

Other:

• Startups
• Agencies
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Other:

• Personal
• Freelance
• Startups
• SMEs
• Agencies
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• Web App

Other:

• Personal
• Freelance
• Startups
• SMEs

• Web App