Manage your insurance agency and clients on the go
Insurance sales don't happen at a desk. Quote on the Marketplace, manage policies and clients, send signatures and track medical appointments from wherever you are, with your account protected by MFA. Available for iPhone and Android.
What you do at your desk, you do in the app
The Apizeal mobile app isn't a viewer: it's your daily operation in pocket format, synced in real time with your team.
Complete policies and clients
The whole record, not a summary:
- Policies with family members, documents, notes and reminders.
- Marketplace plan quoting from your phone.
- Contacts with direct import from your device.
- Your policyholders’ medical appointments, with their own module.
Signatures and messages in the field
Close the deal wherever the client is:
- Send signature forms without going back to the office.
- Messaging panel to reply to your clients’ SMS.
- Share documents straight from the record.
- Changes sync instantly with your team.
Built for peak season
Open Enrollment doesn't wait for you to reach the office:
- Plan search with up-to-date Marketplace validations.
- Dashboard with your numbers for the day.
- Tasks and reminders with alerts so no follow-up slips.
- Available in English and Spanish.
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!
Secure access
Sign in with multi-factor authentication (SMS or authenticator app) and work knowing your book of business is protected.
Save time
Quickly find the information you need while saving or sharing documents with your clients.
Your whole day in the app
Tasks, reminders, calendar and notes follow you to your phone so nothing stays at the office.
Frequently Asked Questions
Where do I download the app and how much does it cost?
How secure is the app?
Is the app for selling or just for looking things up?
Is this the same app as Apizeal Connect?
Take your agency with you
Download the Apizeal app and operate from anywhere: check policies, get signatures from your clients and stay on top of your day from your phone, always in sync with your portal. Free for iPhone and Android.