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.
Insurance-specific CRM for the industry.
Notes, reminders, documents, and policy history.
Workflow for customer management and service.
Audits, customized reports, and record search.
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.
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.
Our live support team is available for you Monday through Friday to address immediate needs, answer questions, and provide detailed information about the platform.
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.
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 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
Agencies experience a 65% growth in their first year with Apizeal.
Reduce the time spent on commission calculation and allocation by 77%.
Increase customer retention and loyalty by an average of 83%.
Save the time invested with clients during the renewal period by 72%.