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 Paytradie
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.
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
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 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
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
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: $8.00/month
Credit card required: No
Full: $8/month
Pro: $28/month
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
No FAQs associated with this application.
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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