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 Upclick
UPCLICK- Leading E-Commerce Platform for Subscription Based SaaS
More than a payment processor, Upclick is the only truly self-serve customizable E-Commerce platform for Software and SaaS. Our main expertise is in sales funnel optimization and monetization for merchants in digital space. Our holistic approach begins with us investigating your brand and your customers. We find the perfect solution through sophisticated testing practices, while you focus on the day to day management of your business. Our team of experienced professionals will stand right behind you, building your revenue at an exponential rate. We want to help you make more money!
Founded in 2006, Upclick was developed after an in-house cart for one of their software companies raked in massive success. After capitalizing on their million-dollar success, they soon realized the true potential of their creation and set to making Upclick one of the industry’s leading E-Commerce platforms. Upclick has since evolved into a full-service E-Commerce provider for software and SaaS.
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
A/B Testing
Analytics
API
Conversion Tracking
Dashboard
Data Export
Data Import
Data Visualization
External Integrations
Inventory Tracking
Keyword Tracking
Marketing Automation
Multi-User
Notifications
Payment Processor
Scheduling
Third-Party Plugins/Add-Ons
Product Catalog
Order management
BitCoin
PayPal
Stripe
SAP Integration
Review Monitoring
Payment Gateway Integration
Design Templates
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
E-Commerce Platform for Subscription Billing and SaaS
Subscription billing solutions for digital good and software businesses
Global E-Commerce Solution
Maximize Your Conversion Rate and Average Order Value
Optimize Your Entire Checkout Process
Reporting & Analytics
World-Class Affiliate Network
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
Business
$0.00
5.75% + $1/per transaction
Included in plan:
Marketing Tools
E-Commerce Platform
Fully-Custom Checkouts
Account Managers
Subscription Management
Multiple Payment Methods, Currencies...
Reports & Analytics
Affiliate Marketplace
Payment Processing
Fraud Protection
Custom
$0.00
custom rate
Included in plan:
Contact our sales team for details
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 is this service generally used for?
We are a custom e-commerce platform with expertise in sales funnel optimization and monetization for merchants in digital goods and software industries. We empower merchants in the SaaS and software industries to sell online. Our mission: to deliver payment processing in an effortless way while increasing conversion rates and overall cart value. By remaining focused on these two critical areas, we have become one of the highest converting e-commerce solutions in the industry.
Does this service offer multi-user capability (e.g. teams)?
Yes, using our user management feature merchants can give certain access and restrictions to multiple users.
Does this service offer an API?
Upclick offers a full set of API's. We developed vast amounts of API's so you can integrate e-commerce at any touch points.
Does this service offer guides, tutorials and or customer support?
Yes. Upclick's personal account managers provide round-the-clock service to our merchants.
view 1 more
view 4 more
view 2 more
