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.
- 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.
- Customizable landing pages for your team members.
- SMS and email marketing campaigns.
- Lead generation forms.
- Portal customization with your branding.
- 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.
“Since we started using Apizeal’s online platform, all our information is organized in the same place, and it is much easier to find the details of a specific policy or client. The system is very good for our agency. It does exactly what we need, I wish I had found it sooner!”
“My life has changed since we started using Apizeal’s commission processing module. The work I do for commission processing has been made much easier, and most of all fast!”
“The functionality to have agent records, notes, activity tracking, details of health and complementary policies, commission processing, in short … having everything in one place helped us a lot during the past open enrollment! Without Apizeal I don’t think we would have done it”.