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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.

Apizeal Insurance Management System accelerates your agency's growth

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!

With Apizeal Insurance Management System you can organize and control your data

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.

Your data is secure and available 24/7 when you use Apizeal Insurance Management System

Save time, money and resources

Create automated communication or activities between your team, agents, or clients. As a result, spend less on daily tasks.

Save time, money and resources using the right insurance management system

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.

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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!

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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.

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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.

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Automation
Referrals
Commissions
Marketing

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.

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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.

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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.

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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.

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Automation
Leads & Clients
Policies
Reports

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.

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