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 Satago
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.
About Easy Accountax
Easy accountax is the ideal solution for you. Online cloud based accounting software that provide book keeping, payroll, self assessment, CRM, HRM, Stock Management and function. Whether you are a small business, an individual or an Accountant, We provide a one-stop solution for you. From accounting to payroll to invoicing. It’s all included. No extra charges for any add-ons.
An ideal solution for small businesses and accountants! The most convenient way to manage and operate all accounting transactions is Easy Accountax. From simple bookkeeping to invoicing the clients, it does it all for you! Being a cloud-based accounting solution, it has an amazing bunch of features such as:
Financial Reports
Asset Management
Free Upgrades
Invoice Settings
Banking
Time & Billing
Multi-Currency
Document Management
CRM
Bills & Expenses
Corporation Tax
Payroll
With Easy Accountax, you will be able to respond quickly to customer queries and also customise invoice templates before sending them. This cloud-based accounting software has enabled many enterprises and even individuals to achieve higher performance. This cloud-based accounting solution does not only provide the accounting data, but also TAX filing process and VAT Returns. The accounting industry is going through a tremendous transformation and leading through it will surely count on smart challenges undertaken by the owners.
We are a growing and passionate team based in central London and we want to provide affordable yet powerful and intuitive accounting solution for small businesses and accountants.
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 Payable
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
General Account Ledger
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payroll
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
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
CRM Integration
Free Upgrades Lifetime
Asset Management
Time & Billing
White Label Solution as per User Requirement
Payroll
VAT & CIS Submission for UK based Business
Multi Currency
Document Management
Mobile App
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
Pricing
Starter
$8.00
2 user(s) / month
Included in plan:
1 GB File Storage
Intermediate
$12.00
5 user(s) / month
Included in plan:
2 GB File Storage
Professional
$15.00
unlimited user(s) / month
Included in plan:
5 GB File Storage
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 guides, tutorials and or customer support?
Yes, We offer full guideline also call and chat support.
Does this service offer multi-user capability (e.g. teams)?
Yes, Support multi user for accounting team.
Who are the main user groups of this service?
Every one like small business, accountant, hospitality, vendor, IT company, grocery store owner, shopping store owner. Compatible with every business.
What platforms does this service support?
Web based software for every computer user. Also support Iphone and android app.
Vendor Information
Founded:
-
Based in:
London
Employees:
51-200
Likes:
Followers:
Vendor Information
Founded:
-
Based in:
London
Employees:
11-50
Likes:
Followers:
Vendor Information
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
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