Simplify your insurance management with Apizeal

Accelerate your growth

Rely on the trust and support of Apizeal, an American technology company where you are always the owner of your database.

Security and accessibility 24/7

Access your business book anytime, anywhere, and even on your smartphone. We constantly improve and update security measures and encryption capabilities.

Efficient customer support and technical assistance

At Apizeal, you are independent, but never alone! Count on our customer support team to assist you from the very beginning, as well as regular training sessions in your language.

Streamline and organize processes

Automate activities to reduce time-consuming manual tasks, such as task or document reminders, and sending birthday greetings to clients.

Optimize time and resources

Streamline your business management! Create efficient processes that maximize your resources and those of your team to enhance customer service and retention with artificial intelligence.

WHO WE SERVE

A management system tailored to your needs

Apizeal is the recommended platform for the health, life, supplemental, and Medicare insurance industry. Our specific solutions benefit insurance agencies, GA, IMO/FMO, call centers, and independent agents.

Agencies, GA, IMO/FMO, and call centers

Scalable solutions designed for the complex needs of agencies, GA, IMO/FMO, and call centers.

User permissions and access for your team and agents.

Collaboratively manage policies and referrals in an auditable manner.

Reconcile and assign commissions with specific rules.

Universal record search and customized reports.

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Independent agents

Powerful tools for comprehensive business management. From sales to customer retention, commissions, and more.

Organize policy information, client details, and their documents.

Effectively track tasks, notes, and reminders.

Automate birthday greetings via text message.

Send, sign, and manage consent and income forms online.

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SOLUTIONS

Industry-specific solutions, all in one place!

Apizeal provides you with a variety of tools specifically developed for insurance management, covering everything from prospecting, quoting, and policy management to commission reconciliation and automation.

Policies and Clients

Manage policy data, members, documents, notes, and reminders centrally. Link these records for a comprehensive view to help your team provide better customer service and ensure retention. Features include:

Industry-specific insurance CRM.

Notes, reminders, documents, and policy history.

Workflow for customer management and service.

Audits, customized reports, and record search.

More than a platform

Your technology ally

Live technical support

Our live support team is available for you Monday through Friday to address immediate needs, answer questions, and provide detailed information about the platform

Backup and security

You can trust in the confidence and support of an American technology company, where you always remain the owner of your information. Our commitment is to provide you with the highest level of security in managing your data.

Trainings and help center

In addition to the monthly webinars and live trainings, you also have access to guides, tutorials, and educational resources available 24/7 and in your language.

Data migration assistance

We provide a seamless process to ensure a successful transition. Our experts will assist you with the migration of your database, according to the option that best fits your workflow.

Dedicated and highly recommended support

Simplified regulatory compliance

Secure access from any device

Live training and guidance

Adoption and satisfaction monitoring

Advanced data migration services

The only insurance management system available for iPhone and Android

Stay informed in real-time while managing your agency, policies, and clients on the go. Download the Apizeal mobile app now!

Secure access

Stay informed in real-time and view the latest updates while working collaboratively with your team securely.

Save time

Easily find the information you need while saving or sharing documents with your clients.

Automated alerts

Handle tasks on the go, set reminders, create notes, and receive notification alerts to stay up-to-date.

What people are saying about Apizeal

Customer experience and satisfaction are our pride.

Excellent tool for managing a database of clients, commissions, policies, among many others. It allows me to communicate with my agents, generating alerts for any changes. It also helps to maintain contact with clients through email campaigns, text messages, and multimedia messages. It has made my work easier and more organized. Thanks, Apizeal.

Adriana Paredes Insurance

I have been working in the insurance industry for 3 years and have used several CRMs. When Apizeal arrived, my client management improved by 100%. Now I send SMS, emails, and clients connect with me through my own landing page. But the best part is that my clients feel better cared for.

Texas Insurance Team Huston

Excellent application, it helped us improve and better organize ourselves, saving time. It's a tool that allows us to maximize productivity both individually and as a team. Without a doubt, I wouldn't stop using it.

Amaloa Davila

Apizeal allowed us to organize all the information, saving time, with excellent tools that enable Veleta Insurance to maximize productivity and benefits for all involved. It's a super comprehensive platform with excellent leaders.

Reina Chacon

Apizeal has been a valuable tool in managing our book of business. It has allowed us to be more effective and maintain better controls through the various reports provided by the system. We recommend Apizeal as a perfect ally in the world of insurance. In addition to having excellent customer service, they are always willing to lend a hand when needed. We appreciate and applaud Apizeal's initiative.

The only inclusive platform for insurance agencies and agents

The only solution that combines policy management, client management, commissions, consent letters, quoting, and marketing, all together in a single system for health, life, supplemental, and Medicare insurance.