Are you ready to evolve and grow your business?
Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically. You will have the information you need when and where you need it.
Everything you need to know in one place. Organize, manage, and keep track while sharing data or notifications between the agency members, clients, and sub-agencies.
Now your contracting process can be made 100% online through our E-Contracting system. Your information is stored within Apizeal, streamlining current and future contracting.
Apizeal makes it easy to upload carrier statements and process commissions, bonuses, fees, and overrides. We help you save time, money, and hustle!
Marketing drives sales. Within Apizeal you can automatically send text messages and launch email campaigns based on events you want, and capture more leads.
Each user can get a personalized full-fledged landing page with modern layouts, contact forms, and call-to-action buttons that lead directly to them.
Apizeal insurance agency management system is developed based on actual insurance agencies’ and agents’ needs. Whether is prospects, clients, carriers, policies, or sub-agencies, when you need information, you need it timely and organized, no matter where you are. Some of our features are:
- Upload and share files from your digital library within Apizeal.
- E-Contracting: enroll new agents online.
- Alerts, notifications, reminders, and corporate calendar.
- Digital document signing.
Within Apizeal you get all you need to maintain meaningful communication with clients and prospects. Setup automated SMS, email campaigns, and workflow activities based on what you want to achieve. Some of our features are:
- Customizable landing pages for your team members.
- SMS and email marketing campaigns.
- Lead generation forms.
- Portal customization with your branding.
With Apizeal, your agency can efficiently process commissions, saving you time and money. Apizeal makes processing and reconciling simple, helping you track your agency’s performance in tables and graphs and get detailed reports. Some of our features are:
- Process referrals, overrides, bonuses, and fees.
- Audit and accounting control.
- Each agent and sub-agency keep its own record.
- Create custom reports and commission statements.
