Turning Chaos into Order with Apizeal
 
Insurance Agency Management System
Why is it important to organize your information within an Insurance Agency Management System like Apizeal?

 

Interesting question…

If you haven’t decided to take your company to the next level, with Apizeal Agency Management System (AMS) you are stepping in the right direction towards maximizing the productivity of your health insurance agency.

At Apizeal, we want to help you understand from the start how a specialized insurance agency management system can scale your business in a short period of time and automatically perform the daily tasks in your insurance agency with efficiency.

No matter the size of your health insurance agency or its company members, keeping information on policies, agents, and clients safely organized is our most important priority at Apizeal Management System.

There is no need to take notes on paper or an Excel sheet. Your secured information can be accessed easily from anywhere to use immediately. Once you have accessed, you will find easy to use tools and information such as:

  • Security of your information, accessible 24/7 from any device with the Internet, wherever you are.
  • Find what you’re looking for when you need it. Use filters and keywords like customer name or policy effective date and access for quick and easy information.
  • Non-modifiable record of activities between the agency, agents, and clients.
  • Collaboration of work members and easily access data.
  • To avoid misinformation, each member has a specific role and task.
  • Having the right system and organization tools will help your company become an effective asset and with Apizeal’s tech tool it will help accomplish your daily tasks efficiently.

The Apizeal team will fulfill and provide solutions for your specific demands so your insurance agency works smoothly and with ease! 

What you can organize in Apizeal Insurance Agency Management System
Hiring New Agents

Keep all the necessary info available when you need it. Incorporate new agents with recruitment processes tailored to your agency. Set up lead generation web pages for each of your agents, and schedule specific events or tasks in the corporate calendar visible to agents.

Hiring New Insurance Agents
Commission Processing

Define the commission rates to be paid by each carrier, as well as the rules for overrides or referrals. Export the reports of unpaid commissions at each end of the month. Print the accumulated year payments by an agent for accounting purposes and issue 1099 forms at the end of the year.

Insurance Agency Commission Processing
Policy and Client Information

At Apizeal, you keep all the info about policy, benefits, and the client’s consistent format, including the insurance company, while keeping a thorough track of each status policy. Family members and applicants are also included in the registry of new policies. The renewal of updating payment information, address, and policies. Ask clients to digitally sign policies and get print views. 

Insurance Policy and Client Information
Files, Scans, and Documents

At Apizeal, you keep all the info about policy, benefits, and the client’s consistent format, including the insurance company, while keeping a thorough track of each status policy. Family members and applicants are also included in the registry of new policies. The renewal of updating payment information, address, and policies. Ask clients to digitally sign policies and get print views. 

Upload files, scans and documents
Alerts, Reminders, Events, and History

Avoid repeating the same news several times through different channels. In Apizeal, the task assignments are risk-free each team member has their own specific role but handles the same information.

Set alerts, reminders, events and get histories
Centralized Communication

Keep an even communication between agency and agents, to make sure that everything goes in an orderly manner and without interruptions, keeping a record of all history and activities between the company members and clients. Nothing will be overlooked!

Centralized communication, all in one place

Having all this information in one place and accessible 24/7 from any device with an Internet connection is a great advantage. In addition, it differentiates your agency (your brand) by delivering technological tools that provide easy communication and workflow.

A specialized management system such as Apizeal offers a structured organization system that allows you to have backup plans and be stress-free in emergency situations such as Covid-19.

We empower your Insurance Business
Learn more about the benefits of using a Management System built for your industry!

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