INDEPENDENT AGENTS
Powerful tools for comprehensive business management
Our comprehensive solutions are tailored specifically for independent agents, whether you work on your own or with different agencies. Organize your processes, from quoting and consent forms to commissions and renewals.78%
Agents experience a 78% growth in their first year with Apizeal successfully
62%
Reduce the time spent on policy and client management by 62% overall
83%
Increase customer retention and loyalty by an average of 83% overall
72%
Save the time invested with clients during the renewal period by 72%
Boost your growth, reach your goals, and manage your business
No matter where you are on your journey as an independent agent, Apizeal grows with you. We maintain close communication with our clients and understand the specific needs of health, life, supplemental, and Medicare, as our platform is specifically designed for the industry.
Policies and Clients
Manage policies, documents, notes, reminders, and more. Gain a comprehensive view to provide better service and ensure retention. Features include:
- Notes, reminders, documents, and policy history.
- Workflow for customer management and service.
- Audits, customized reports, and record search.
- Security logs for policy activity tracking.
Digital Signature Forms
Send, sign, and manage documents requiring your clients' signatures. Choose from default templates or create your own formats. Features include:
- Templates for consent forms, income, and more.
- Send via email, text message, or internet access link.
- Digital signature from any smart device.
- Automatically receive and save signed forms.
Digital Marketing
Send mass emails or text messages, automate payment reminders, and birthday greetings to increase retention. Features include:
- Automate birthday greetings via text.
- Create your own landing page.
- Access digital contact and quote forms.
- Send personalized email and text message campaigns.
Commission Processing
Drastically reduce commission processing time and safeguard your income against lost or inaccurate payments. Features include:
- Identification of lost or inaccurate commission payments.
- Commission reconciliation with artificial intelligence.
- Customizable payment rules, bonuses, and chargebacks.
- Detailed reports exportable or printable.
Frequently Asked Questions
How can Apizeal benefit my organization?
Why consider Apizeal over other generic platforms?
How does Apizeal protect my information and database?
How do I obtain help and technical support to use the platform?
Do you offer assistance for data migration?
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.
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 fastest growth begins with Apizeal
Scalable and specific solutions for independent agents