Compare Insly vs Paytradie vs Satago

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Crozscore:

67%
what is this?
33%
no significant changes

Crozscore:

83%
what is this?
85%
28%
interest falling
Insly screenshot view 1 more Paytradie screenshot view 1 more Satago screenshot view 4 more

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.

Software Description:

You as a credit controller - just automated.
Customisable invoice reminders and statements that look and feel like they are coming from you. Set schedules for each of your customers and keep all communication neatly in one place.

Know you customers like never before.
Identify the risk of all outstanding invoices. Recognise your problematic customers and act accordingly. See recommended credit limits for your customers and be warned if they’ re exceeded.

Overcome cashflow gaps with instant finance.
Choose individual invoices to finance. We advance up to 85% of the invoice value to you in less than 24 hours. No need to wait for your customer to pay you. Easy.

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

Features:

  • Billing/Invoicing
  • Notifications
  • Accounts Receivable

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:

  • Sell individual invoices as and when you need it

  • Reports about your biggest and oldest debtors

  • Integrated communication system - receive copies of email conversations automatically and respond back all within Satago

  • Email tracking - See who opened your emails

  • Letter before action at a click of a button

  • Automated, customisable email reminders, statements, thank you messages

  • Credit risk insights - get an idea who you really do business with

  • Flexible invoice finance - bridge your cash flow gaps

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: $0.00/month
  • Credit card required: No
  • It's free to connect Satago to your cloud accounting software (desktop accounting software is £99/mo)

    Invoice finance is charged on an invoice by invoices basis - fees ranging from 2% to 4%
    Top level credit risk data is free - Full credit reports start from £165/yr
    Chasing features and debtor CRM system are completely free to us

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 integrate with any other apps?
  • Yes, 300+ accounting software packages

  • Who are the main user groups of this service?
  • Startups, SMEs and freelancers

  • What is this service generally used for?
  • Improving cash flow over time and cutting down on the admin time you would normal spend chasing your clients.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, up to 10 users

  • Does this service offer guides, tutorials and or customer support?
  • Yes, in-app guides and tutorials. Customer service available through email, phone and in-app messaging

Publisher:

Founded:
-
Based in:
London
Employees:
51-200
Likes:
5.14k
Followers:
2.47k

Publisher:

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

Publisher:

Founded:
-
Based in:
London
Employees:
11-50
Likes:
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

Other:

Who uses Satago
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Invoice finance and credit risk data only available in the UK
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