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 EPESI CRM
EPESI CRM is an open source application for any company. It is a tool with multiple features that allows organizing, processing and storing information in every business. It helps you to manage your data precisely, flexibly and easily, simplifying internal communication and making workflow more efficient.
Advantages of EPESI CRM:
1. Web-based application
2. Easy to use and configure
3. Intuitive interface
4. Modular structure
5. Organized internal communication
6. Multilingual handling
7. OS platform independent
8. Enterprise support
Thanks to its modular design EPESI serves also as a base for extensions - it is prepared for additional modules to be attached to it, like building blocks. You can get these modules from our store, create them yourself or ask some third party to do so.
Our CRM (Customer Relationship Management) system has many advantages that are desired by companies. It allows storing data on servers in a very simple and accessible way, allowing you to use the safety and security of advanced computer technologies. It makes data sharing very easy and fast, allowing you to share all kinds of calendar events, client data and internal information.
With EPESI all company employees (unlimited number of users) can access data from anywhere - all the requirements are an Internet connection and a web browser. EPESI also records a full history of changes and other user activities and allows controlling the data access down to individual fields.
The recommended option (fast and easy, no IT knowledge required) to start using EPESI is choosing Cloud edition.
We will host your data in a secure computer center, with redundant disks, backups and fast and reliable Internet connection.
Try now 30-day EPESI Cloud for free and then run your business efficiently!
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
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline 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
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
An integrated e-mail client
Tasks and address book
Shared calendar
Unique solutions:- Advanced permission system- Easy form filling (Click2Fill)- Record change tracking (Watchdog)- Full record history
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
Starting from: $29.00/month
Credit card required: No
Free if you have your own server (hosting) and implement by yourself.
Monthly fee if you want use EPESI CRM on our cloud (hosting).
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
What platforms does this service support?
Web based - needed only internet browser and internet connection. Platform and system independent.
Does this service offer an API?
There is no need.
What is this service generally used for?
Manage clients, create and plan sales opportunities (assignments), plan projects with tickets, contact internally,
What are some applications this service is commonly used in tandem with?
Works e.g. with Roundcube, Telegram app.
Does this service offer guides, tutorials and or customer support?
Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - http://forum.epesibim.com/, Social media, Paid Premium Technical Support (hour packages - credits).
Does this service offer multi-user capability (e.g. teams)?
Yes. System can be operated by unlimited amount of users (groups, permissions, credentials).
Who are the main user groups of this service?
All kinds of businesses (production, sales, services etc.).
Does this service integrate with any other apps?
Yes, e.g. Telegram 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:
2006
Based in:
-
Employees:
2-10
Likes:
Followers:
61
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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