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 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!
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
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
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
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
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
Free if you have your own server (hosting) and implement by yourself.
Monthly fee if you want use EPESI CRM on our cloud (hosting).
DIY
Free
Included in plan:
Do It Yourself
On Premise
Free and Open Source
Free Trial
Free
Included in plan:
30-days free Epesi Cloud trial
1 GB SSD Disk
Epesi Cloud 5
$14.55
unlimited user(s) / month
Included in plan:
5 GB SSD Disk
5 e-mail accounts
Unlimited Epesi users
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 offer guides, tutorials and or customer support?
Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - https://forum.epe.si/, Social media, Paid Premium Technical Support (hour packages - credits).
Does this service offer an API?
Yes via Premium Sync module.
What platforms does this service support?
Web based - needed only internet browser and internet connection. Platform and system independent.
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 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.
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.
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