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Sales

Create and send online quotations and invoices, track sales, monitor staff performance, and sell & sync all your products via our POS and more.

Accounting

Manage your cash flow, purchases, taxes, profit & loss, balance sheet, sales, chart of accounts, income statement, assets and more.

Operations

Create and manage work orders, assign clients and employees, add expenses, incomes, and invoices, schedule appointments and more.

Human Resources

Delegate tasks and permissions, track and monitor employees timesheets, expenses, activity logs, and more.

Inventory

Add unlimited products, control different warehouses, issue purchase orders to your suppliers, follow them with ease and more.

CRM

Create clients profiles, add notes, attach files, schedule appointments, reservations, follow up calls/emails or delivery easily and more.

Cloud insurance management app

Enerpize cloud-based insurance management software, integrated with our sales, inventory and accounting, helps you manage insurance agencies, their beneficiaries, offered insurance classes, defined co-payments and claims.

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  • overview
  • features
  • FAQs

Connect with your customers and insurer partners

Manage insurance companies

Easily manage and add insurance companies profiles, define offered insurance classes, co-payment rates and applicable products.

Manage sales efficiently

Define insurance classes for each company, add offered products and services categories; associate these classes to beneficiaries from your clients list.

Explore insurance agencies management

Automated invoicing

Co-payment rates are applied automatically on clients' invoices, displaying the net value of the client payment and the insurer co-payment.

Issue automatic invoices to insurers

When a sales invoice is issued and a co-payment is due, an automatic invoice will be generated with the co-payment value and added to the insurer statement.

Explore all invoicing options
Companies management
Insurance classes
Price options
Clients integration
Automated invoicing
Insurer receipts
Accounting integration
Refunds management

Companies management

Create, manage and edit insurance companies profiles. View activity log for each company and track transactions and movements on their accounts.

Insurance classes

Define and manage each company's insurance classes and coverages. View each company's different price options and more.

Price options

Add multiple price options to each insurance class, define products and service categories, copayment rates and discounts.

Clients integration

Manage clients profiles and select insurance company for each client. Associate its insurance class, coverage and the medical insurance number.

Automated invoicing

Co-payment rates are applied automatically on clients' invoices, displaying the net value of the client payment and the insurer co-payment.

Insurer receipts

When a sales invoice is issued and a co-payment is due, an automatic invoice will be generated with the co-payment value and added to the insurer statement.

Accounting integration

A new journal account for the insurance company is automatically created with new transaction accrued from the first claim sales invoice.

Refunds management

Generate a reverse journal transaction for copayment receipts when a refund is made, it will be reflected in the chart of accounts and company statement.

Can I accept payments online?

Do I pay extra fees for other modules?

Can I generate a Profit & Loss report in enerpize?

Can I import my data to the system?

Can I use different currencies?

Can I track my salespersons activities and sales?

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Can I accept payments online?

Yes, enerpize offers various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions. Your clients can also be given options to pay offline by cheque or direct bank deposit with an easy process to receive payments, confirm and set any invoice as paid.

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Do I pay extra fees for other modules?

No, all pricing plans offered by enerpize include all modules: accounting, payroll, operations, sales, CRM, and inventory. All module updates or new modules are free to integrate.

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Can I generate a Profit & Loss report in enerpize?

Yes, enerpize makes it easy to keep a close eye on the bottom line with Profit & Loss reports you can generate in seconds. Display your total revenue, expenses, and your net income. Choose your income from invoices and a date range to let our reports calculate your net profit. How much your business has spent versus. earned can be neatly displayed over your selected period of time.

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Can I import my data to the system?

Yes, you can import data into enerpize from a .csv file. Other data types used for your invoices, quotes, sales orders, suppliers, items, can also be imported and integrated into the system.

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Can I use different currencies?

Yes, you can use multiple currencies and taxes. Set default currencies for specific clients and invoices. Generate statements and reports related to each currency used.

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Can I track my salespersons activities and sales?

Yes, enerpize keeps record of salespersons activities, actions, opportunities, calls and emails. This gives you an idea about your sales team performance per individual.

Get organized, save time, grow bigger

Our custom solution architecture ensures complete real-time visibility into the sales performance of your business by seamlessly integrating with all enerpize modules:

  • Accounting
  • Inventory
  • Operations
  • HR
  • Sales
  • CRM

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Why enerpize is your perfect business solution?

Free and Quick Support

Our customer support team is always ready to answer your questions, help you troubleshoot issues, improve your experience and increase satisfaction with our software.

Supported

Safe and Secure

Hosted on secure servers, using standard 256-bit SSL encryption and multiple security protection levels. With automatic backups your business data will always be safe.

Secure

Save Time and Effort

Enerpize responsive design and architecture ensure seamless, comprehensive, and real-time visibility from any device into your business performance.

Accessible

Personalized Experience

Create your own invoice layout from a whole range of templates, upload your logo, select the site colors of your brand, and adjust your personalized settings.

Customizable

Budget-Friendly

Enerpize offers a wide choice of packages to best suit every business from a completely free plan, to low annual subscription fees for heavy use, and no setup fees!

Affordable

Anytime and Anywhere

Enerpize system runs 24/7 on our secure servers and enables you and your clients access your business data from anywhere, anytime and from any device.

Cloud

Free Updates

Enerpize has an ongoing free upgrading plan to add new features to your business management system. Any future updates will always be free.

Updated

Simple & Advanced

No need to read manuals. Energize intuitive user-friendly interface still operates with an impressive array of advanced tools that you can activate, or deactivate at any time.

Reliable

  • Supported
  • Secure
  • Accessible
  • Customizable
  • Affordable
  • Cloud
  • Updated
  • Reliable

Join our 60,000
happy users

Unleash new opportunities by managing your business through enerpize where productivity goes hand in hand with relaxation and necessity meets simplicity.

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