Notifications and alertsStay on top of your work at all times with customizable notes and alerts.
Policies notes and remindersManage your tasks and important deadlines with ease.
One-click renewalsEfficiently renew policies with just one click.
Shared and private foldersOrganize your policies and clients into personal or shared folders with your team.
Recruitment form for agencies
Quote, contact, and appointment forms
Event calendar
Annual report for 1099 forms for agents
Access to webinars and live training sessions
Commission Calculation
Automate commission processing and protect your income.
Automated commission reconciliationLorem Ipsum is simply dummy text of the printing
Import of data from the insurance company
Customizable payment rates and rulesCustomize general payment rules, by agent, or groups.
Calculation of bonuses, overrides, prorations, and chargebacks
Monthly tracking of paid and/or lost commissions
Payment reports for agents
Identification of lost commissions
Customizable financial reports
Mass sending of payment reports for agentsSend payment reports via email to agents with just one click.
Digital Signature Forms
Send documents for electronic signature via emailSend consent letters, income verification, scope of appointment, and more via email for electronic signature.
Sending documents for electronic signature via text messagesSend consent letters, income verification, scope of appointment, and more via text message for electronic signature.
Available with subscription to text messaging service $5/month + $0.03/message sent.
Customization variablesAccess dynamic fields that allow automated and personalized insertion of specific policy or client information, such as name, date, or other relevant details.
Creation of custom templatesConfigure your own templates for personalized letters and documents according to your specific needs.
Available with additional Marketing Bundle subscription $12/month.
Reusable templatesSave time, reduce the risk of errors, and standardize processes by creating templates.
Shared TemplatesPromote consistency in your documents by sharing templates among your team to standardize processes.
Real-time audit trailTrack in real-time who has (and who hasn't) signed the document.
Multilanguage document setup
Available with an additional Marketing Bundle subscription of $12/month.
Notificaciones and reminder sending
Mobile-responsive signatureSigners on mobile devices can access a parallel version of the document that automatically adapts to the size and orientation of the device within the browser.
Brand customizationAdd your logo and reflect your company's brand on the documents you configure.
Available with an additional Marketing Bundle subscription of $12/month.
ReportsGain visibility into document activity to make data-driven decisions and download custom reports.
Marketing Bundle
Integrated digital marketing and automation tools, available with the Marketing Bundle subscription $12/month.
Receive notes and reminders via email and your smartphoneReceive notifications and alerts via email and push notifications on your smartphone.
Integrations via ZapierAvailable with an additional Marketing Bundle subscription of $12/month.
Custom landing pageSet up a modern custom-designed website with lead capture and contact forms.
Contact, quote, and appointment formsAutomatically send text messages with birthday greetings to your clients.
Postal mail labelsAutomatically generate shipping labels for postal mail in the United States.
Email MarketingSend promotional email campaigns to your lists of clients and prospects.
$0.03/email sent.
Text Messaging
Available with text messaging service subscription $5/month + $0.03/SMS sent/received and $0.06/MMS sent/received.
Automated birthday greetings via textAutomatically send text messages with birthday greetings to your clients.
Automated payment reminders via textAutomatically send text messages with payment reminders to your clients.
Sending of mass text messaging campaigns
Sending of digital signature forms via text
Sending and receiving of photos, images, and files
$0.06/MMS sent/received
Custom metrics and reports
Tracking and status of sent messages
Platform
A central platform that connects everything, from policies and commissions to customer data and documents.
Mobile application for iOS and AndroidStay connected while on the go and access your business portfolio from your smartphone.
User management
Role-based access control
User permission control
Brand customizationAdd your logo and brand customization to your portal.
Client login portal
Agent license management
User file storageStore user files and documents in your portal.
Search filters
Unlimited user registration
Security and Privacy
Controls and privacy to keep your information secure.
IP Address RestrictionsLimit user access to specific IP addresses, such as users connecting from specific locations (e.g., from the office).
Country restrictionsRestrict access for users from specific countries (e.g., from the USA).
User audit logSee who logged in, when, and from which IP address.
Two-factor authentication (2FA)According to security standards, when someone logs in from an unrecognized device, they must confirm an access code.
HIPAA complianceApizeal complies with the Health Insurance Portability and Accountability Act (HIPAA).
SOC 2 Type II complianceApizeal is committed to adhering to the highest standards of security, availability, and confidentiality.
Advanced user permissionsEstablish who can or cannot view sensitive information in your portal.
Frequently Asked Questions
Apizeal Software is priced starting at $45 per month and increases from there based on the number of active users in your portal each month. Each additional user costs $20 per month. We also offer three add-on options that you can add at any time: the Marketing Bundle for $12 per month; SMS/MMS Marketing for $5 per month plus $0.03 for each SMS sent/received and $0.06 for each MMS sent/received; and email marketing for $0.03 for each email sent in mass campaigns.
Our pricing is based on 2 variables: the number of active users in your portal and the optional marketing features you have added to your Apizeal account. After subscribing, choose your preferred payment method: bank account, credit card, or debit card. Payment is made in a single upfront installment. If you choose an annual plan, you will pay for one year in advance.
Yes, by choosing an annual plan, you will receive a 10% discount.
If you're the administrator of your account, you can access your purchase history, invoices, payment details, plan type, and more. Learn how to manage billing details here.
As a US-based technology company, the security and confidentiality of our customers' data is our top priority. We employ advanced security measures to preserve the integrity and privacy of your data, and we comply with strict data protection laws. Apizeal is built with recognized security standards and protocols, such as HIPAA, SOC 2, and PCI DSS.
