Español
Start For Free
Apizeal
Apizeal
EspañolStart For Free
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.

Start For FreeContact Sales
apizeal.com
  • 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%
SPECIFIC SOLUTIONS

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.
    Policies and Clients

  • 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 Signature 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.
    Digital Marketing

  • 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.
    Commission Processing

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.

GET IT ONGoogle PlayDownload on theApp Store

Frequently Asked Questions

How can Apizeal benefit my organization?
As an American technology company, we provide powerful solutions to manage all your data and processes in one place securely, saving you time, resources, and money. With our robust industry-specific management platform, we can streamline commission processing, quotes, sales, renewals, reporting, data management, and automation like never before.
Why consider Apizeal over other generic platforms?
Apizeal is a management system specifically designed for the health and life insurance industry in the USA. While it also includes CRM functions (customer relationship management), these features cater to independent agents who work either on their own or in collaboration with other agencies. This makes our services much more specialized compared to other generic CRMs. In conclusion, you won't have to spend as much time customizing the software to fit your needs. You'll find that everything is set up and ready to go.
How does Apizeal protect my information and database?
In Apizeal, your security and privacy are our priority. As an American technology company, we employ advanced cloud data encryption, bank-level encryption, and perform continuous backups to ensure the availability of your information. We comply with the most stringent security standards in the USA. Additionally, the account holder is always the owner of the database, and Apizeal has no rights over it.
How do I obtain help and technical support to use the platform?
Our team of specialists is available on our support chat from Monday to Friday, from 9:00 am to 6:00 pm (Florida Time), to answer any specific questions about Apizeal and its features. Additionally, we offer monthly live webinars, open to all our users, where you will learn how to make the most of our platform. You also have access to our help center 24/7, where you will find guides and recorded trainings to assist you whenever you need it.
Do you offer assistance for data migration?
Yes. We offer assistance to migrate your data from Excel or previous systems to Apizeal. Our migration expert team will take care of the entire process, ensuring a quick and seamless transition.
More than a platform

Your technology ally

Rely on the trust and support of Apizeal, an American technology company where you are always the owner of your database.

+10Kregistered users trust Apizeal

  • 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.

The fastest growth begins with Apizeal

Scalable and specific solutions for independent agents

Start For FreeContact Sales
TESTIMONIALS

Client success stories

Discover how other independent agents use Apizeal.