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Crozscore:

66%
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33%
interest rising

Crozscore:

44%
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21%
interest falling
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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:

It all begins with a story. Talu quickly builds well-crafted, beautifully designed stories (reports) from your data without the complexity of spreadsheets and convoluted reports.

Talu does all the complicated work. You get a beautiful, readable report – your story. Talu brings all your various data silos (web, social, email, etc) together, runs the numbers, and outputs easily digestible information relevant to your business.

Your story goes beyond just a pretty report. The real power of Talu is harnessing your data to provide insights for better marketing. Talu is your in-house analytics expert, helping you elevate your business.

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:

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:

  • Beautiful responsive design that works just as well on a phone as it does on the desktop.

  • Web-based app that works in all modern browsers.

  • Unlimited free stories during 30-day Free Trial.

  • Easy, free sharing of stories with anyone you choose.

  • Story types for social media, web traffic and campaign tracking, with more on the way.

  • Human-readable marketing analytics stories (reports) that provide better insights for better marketing.

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: $39.00/month
  • Credit card required: No
  • 30-day Free Trial, starting at$39/mo + $10 for each additional story (report)
    Agency pricing/white-label in development.

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:

    Who are the main user groups of this service?
  • Our users are in-house marketing teams, digital marketing consultants, business owners interested in improved marketing results and marketing agencies providing services and reporting to their clients.

  • What is this service generally used for?
  • Talu provides visibility to efforts and surfaces insights for better marketing.

  • What platforms does this service support?
  • Talu is a responsive web app that works beautifully on devices of all screen sizes and operating systems, from desktop to tablet to phone.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with social media and web data sources, such as Facebook, Twitter and Google Analytics. Talu provides the reporting and insights to then use other tools like Hootsuite and Spredfast to improve marketing efforts.

  • Does this service integrate with any other apps?
  • Currently, Talu integrates with the APIs of Google Analytics, Facebook and Twitter, with ongoing plans to add more channels like Instagram, LinkedIn, Pinterest, etc. We are also exploring integrations with other SaaS-based reporting tools to create a larger suite of integrated digital marketing services.

  • Does this service offer an API?
  • Currently we do not have an open API, but this is in our product roadmap.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, teams can use Talu through use of a D-list email account. Organizations (companies) and multi-user support are in the product roadmap.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we have email and in-app messaging support channels built into Talu. Additionally, we are building a library of web-based and video-powered tutorials and help.

Publisher:

Founded:
-
Based in:
London
Employees:
51-200
Likes:
5.22k
Followers:
2.5k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
2.16k
Followers:
714

Other:

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

Other:

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

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