Rely on the trust and support of Apizeal, an American technology company where you are always the owner of your database.
Access your business book anytime, anywhere, and even on your smartphone. We constantly improve and update security measures and encryption capabilities.
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.
Automate activities to reduce time-consuming manual tasks, such as task or document reminders, and sending birthday greetings to clients.
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.
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.
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.
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.
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.
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:
Our live support team is available for you Monday through Friday to address immediate needs, answer questions, and provide detailed information about the platform
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.
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.
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
Stay informed in real-time while managing your agency, policies, and clients on the go. Download the Apizeal mobile app now!
Stay informed in real-time and view the latest updates while working collaboratively with your team securely.
Easily find the information you need while saving or sharing documents with your clients.
Handle tasks on the go, set reminders, create notes, and receive notification alerts to stay up-to-date.
Send the forms via text, WhatsApp, or email and allow your clients to digitally sign from any smart device.
Receive and automatically save the signed forms. Optimize your operations with Apizeal easily and quickly!
