AGENCIES, GA, IMO/FMO

Scalable and specific solutions to cover your needs

Our comprehensive solutions are tailored for agencies, GA, IMO/FMO, and call centers. Apizeal helps your team in effectively managing the sales cycle, service, and renewal processes, while automating each step and protecting your outcomes.

65%

Agencies experience a 65% growth in their first year with Apizeal.

77%

Reduce the time spent on commission calculation and allocation by 77%.

83%

Increase customer retention and loyalty by an average of 83%.

72%

Save the time invested with clients during the renewal period by 72%.

SPECIFIC SOLUTIONS

Apizeal supports the entire workflow cycle in your organization

As you grow, automation capabilities expand with you. We excel in staying in touch with our clients and being aware of health, life, supplemental, and Medicare needs, as we build our platform with the industry in mind.

Teams and Agents

Optimize your team and agents' initiatives to increase their effectiveness with industry-specific integrated tools for the insurance sector. Features include:

User permissions, access, and security restrictions.

Tracking daily tasks for you and your team.

Customized reports and universal record search.

Corporate calendar, events, notes, and reminders.

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Policies and Referrals

Manage policies, referrals, documents, notes, reminders, and more. Gain a comprehensive overview to provide better service and ensure retention. Features include:

Insurance-specific CRM for the industry.

Notes, reminders, documents, and policy history.

Workflow for customer management and service.

Audits, customized reports, and record search.

Commission Processing

Drastically reduce commission processing time and safeguard your agency's revenue against lost or inaccurate payments. Features include:

Customizable payment rules, bonuses, and overrides.

Identification of lost or inaccurate commission payments.

Automation of commission statements for agents.

Reporting and bulk delivery of account statements to agents.

Digital Signature Forms

Send, sign, and manage documents that require your clients' signatures. Utilize pre-set templates or create your own formats. Features include:

Templates for consent letters, incomes, and more.

Send via email, text message, or internet access link.

Digital signature from any smart device.

Automatically receive and save signed letters.

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Frequently Asked Questions

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

Rely on the confidence and support of an American technology company, where you will always retain ownership 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 hassle-free 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 trainings and guidance

Adoption and satisfaction monitoring

Advanced data migration services

The fastest growth begins with Apizeal

Scalable and specific solutions.

Client success stories

Discover how other agencies, GA, IMO/FMO, and call centers use Apizeal.

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