Compare Insly vs Satago vs Azurepath

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Crozscore:

72%
what is this?
90%
32%
interest rising

Crozscore:

84%
what is this?
85%
28%
interest falling

Crozscore:

83%
what is this?
94%
18%
interest falling
Insly screenshot view 1 more Satago screenshot view 4 more Azurepath screenshot view 2 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:

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.

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.

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
  • Notifications
  • Accounts Receivable

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

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:

  • 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

Summary:

    No key features associated with this application.

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
  • 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

Monthly

$14.95
1 user(s) / month
Included in plan:
  • Unlimited users, accounts, leads and attachments

Annual

$12.50
1 user(s) / month
Included in plan:
  • Unlimited users, accounts, leads and attachments

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 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

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.

Publisher:

Founded:
-
Based in:
London
Employees:
51-200
Likes:
Followers:

Publisher:

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

Publisher:

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

Other:

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

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

Other:

Who uses Azurepath
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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