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.
- American technology company
- Live support Monday to Friday
- You always own your data
- Training in your language
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.
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.
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.
The only insurance management app 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.
Your technology ally
Rely on the trust and support of Apizeal, an American technology company where you are always the owner of your database.
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.
Optimize time and resources
Automate tasks, reminders and birthday greetings to save time.
Access anywhere, 24/7
Secure access from your computer or smartphone, any time.
Simplify consent forms management with Apizeal
Send the forms via text, WhatsApp, or email and allow your clients to digitally sign from any smart device.
- Text
Receive and automatically save the signed forms. Optimize your operations with Apizeal easily and quickly!
Forget about Excel and all paperwork!
Apizeal puts powerful tools at your fingertips to organize policies, documents, commissions, and more, all in one place!
What they say 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.
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.
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.
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.
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.
