INSURANCE AGENCY
MANAGEMENT SYSTEM
The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day.
Apizeal Insurance Management System
Industry-Specific Technology at your fingertips
Manage Your Insurance Business from Anywhere, Anytime
Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place.
We are in a new digital, accelerated reality.
Are you ready to evolve and grow your business?
WHY CHOOSE APIZEAL?
Become The Leader In Your Market With The Right Solutions
We have designed each solution based on what insurance agencies and agents need to be successful.

Agency administration

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.

Management of agents, policies, and clients

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.

E-Contracting for new agents

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.

Commissions processing

Apizeal makes it easy to upload carrier statements and process commissions, bonuses, fees, and overrides. We help you save time, money, and hustle!

Marketing and lead generation

Marketing drives sales. Within Apizeal you can automatically send text messages and launch email campaigns based on events you want, and capture more leads.

Landing pages for agents

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’S FEATURES
Everything You Need To Develop Your Insurance Business
We work closely with insurance agents, agencies, brokers, and FMO’s to meet the specific needs they face every day in this industry.
insurance business automation
Manage your agents, policies, and clients

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.
Manage your insurance agency, agents and clients
Personalized landing page for your agents
power your insurance business
Marketing and lead generation tools

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.
forget excel and paper sheets
Efficient commissions processing

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.
Insurance Commissions Processing
testimonials
What Apizeal’s clients are saying…
latest posts & news
Resources for insurance agencies & agents
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