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Automate your agency and accelerate
the growth of your business
We are in a new digital reality. Are you ready to lead your market with the right insurance management system?
Accelerate your agency’s growth
Get the marketing tools you need to sell more. For example, get your own web page, lead forms, email, or text marketing campaigns.
Organize and control your data
Your policies, referrals, agents, and all its information organized and up to date in one place. Moreover, store and share files. You are always in control!
Your data secure and available 24/7
No matter where you go, your data is always at hand with one login. Privacy and data security have powerful encryption within Apizeal.
Save time, money and resources
Create automated communication or activities between your team, agents, or clients. As a result, spend less on daily tasks.
Forget about Excel sheets and paperwork!
Apizeal Insurance Management System integrates policies and client management with commission processing, marketing automation, and lead generation. In short, all you need in one organized and secure place!
For Agencies
Organize, manage and share data effectively
The insurance management system keeps your team on task without extra effort, saving you tons of resources. Take a look at what’s assigned to your staff and agents. That is to say, send automated reminders of tasks or documents, like eligibility alerts from the Health Marketplace for clients.
Organize policies, agents, clients, and more
When you need information, you need it now. With Apizeal you keep everything organized and available 24/7 with a few clicks. Manage your team and referrals, and keep track while sharing data or notifications between the agency members, clients, and sub-agencies. Never miss a follow-up!
Process automatically commissions, bonuses, fees and overrides.
Simply import carrier statements, and Apizeal will take care of the splits for you. Commission data is linked up to the correct policy, agent, and payout rate, allowing you to see total commissions payable per agent and sub-agency, net commissions, and custom reports.
Close more leads and increase retention
Get the marketing tools you need to sell more! Whether you need to launch an email or text message campaign, generate a series of emails, or capture capture leads, Apizeal can help. Get your own landing page, lead forms, quotation forms, and even schedule appointments, and calls.
For Independent Agents
Organize and manage your data effectively
Create automated communication or activities to spend less on manual, time-consuming tasks and more time on your clients and prospects with the insurance management system. Automate birthday greetings to clients, and send automated reminders of tasks and documents, like eligibility alerts from the Health Marketplace for clients.
Get the marketing tools you need to sell more
Marketing drives sales, so whether you need to launch an email or text message campaign, generate a series of emails, or capture capture leads, Apizeal can help! Get your own landing page, lead forms, quotation forms, and even schedule appointments, and calls.
Keep track of your clients’ policies, documents, and renewals
When you need information, you need it now. With Apizeal you keep everything organized and available 24/7 with a few clicks. Create notes, and set automated reminders, store and share files, and even request a digital signature through the private client portal.
Visualize what is important to you with custom reports
Be proactive about your business’s performance. Apizeal generates real-time graphs and charts and has custom reporting tools to help you always be aware of the health of your business. Reports can be run based on criteria you determine to show the information you want.
With Apizeal Software you’re independent, but you’re never alone.
You can count on our DEDICATED CLIENT SUPPORT team to help you when you need it.
Check what our clients are saying about
Apizeal Insurance Management System
The customer's experience and satisfaction is our top priority
The main problem solved with Apizeal is the management and control of the clients' data, as well as keeping updated the different actions that are carried out as a service for each client. Keeping a record of each agreement handled with the client greatly favors the effectiveness of your work.
We've saved 1. TIME: it provides in a single platform everything to take a virtual office anywhere. 2. MONEY: very complete platform at a SUPER COMPETITIVE cost, including powerful marketing tools such as messaging and your website. 3. SUPPORT: quick assistance for any question, open to suggestions given to improved.
It is easy to access and has the resources we need to make changes and keep our client's information updated. The interaction with other users is excellent, the design is very friendly and versatile. I love the updates and improvements they constantly do to satisfy our industry needs.
Get started with us
A better experience for your customers, fewer headaches for your team. You’ll be set up in minutes.
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