Notes, reminders, documents, and policy history.
Workflow for customer management and service.
Audits, customized reports, and record search.
Security logs for policy activity tracking.
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.
Automate birthday greetings via text.
Create your own landing page.
Access digital contact and quote forms.
Send personalized email and text message campaigns.
Identification of lost or inaccurate commission payments.
Commission reconciliation with artificial intelligence.
Customizable payment rules, bonuses, and chargebacks.
Detailed reports exportable or printable.
Stay informed in real-time and view the latest updates while working collaboratively with your team securely.
Easily find the information you need while saving or sharing documents with your clients.
Handle tasks on the go, set reminders, create notes, and receive notification alerts to stay up-to-date.
Our live support team is available for you Monday through Friday to address immediate needs, answer questions, and provide detailed information about the platform.
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.
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 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
Agents experience a 78% growth in their first year with Apizeal.
Reduce the time spent on policy and client management by 62%
Increase customer retention and loyalty by an average of 83%
Save the time invested with clients during the renewal period by 72%