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Apizeal
Apizeal
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Automations

Make your business work smarter

Turn your business information and the moments that matter into actions that help you follow up, serve better and spend less time on repetitive work.

  • HIPAA Compliant
  • SOC 2 Type II

HealthACAMedicareLifeFinal ExpenseDentalAutoP&Cand more

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Apizeal Automations panel with the active sales automations and their SMS sends
  • Policy up for renewal
  • Client about to turn 65
  • Document about to expire
  • Payment due

Your book of business creates moments that matter every day. The challenge is not letting them slip

When everything depends on someone remembering what to do and when to do it, follow-up becomes inconsistent and opportunities can be lost.

Who were we supposed to follow up with this week?
  • Renewal in 30 days
  • Turning 65 in two months
  • Payment coming up
  • Document about to expire
  • Appointment with no follow-up
  • Policy cancelled
  • May need another product
Context changes everything

Your automations do not start from scratch

Apizeal already connects clients, policies and your operation data. That context turns real moments of each client relationship into timely actions.

  • Client with a complementary need→ Cross-sell
  • Cancelled policy→ Win the relationship back
  • Upcoming appointment→ Reminder

It is not automating for the sake of it. It is acting when it matters

Book of businessActive moments

  • María Rodríguez

    Health · renews 12/31

    Renewal

  • Eduardo Múnich

    Turns 65 on 02/14

    Age milestone

  • Carla Beltrán

    Document expires in 7 days

    Document

  • José Almeida

    Payment due 01/05

    Payment

  • Lorena Paz

    Policy cancelled 11/12

    Cancellation

Moment → automatic action

Follow-up before the renewal

Hi María, your policy renews on 12/31. Shall we review your options?

ResultRetention

Moment → automatic action

Follow-up for an age milestone

Hi Eduardo, an important change is coming. We can review your Medicare options together.

ResultNew opportunity

Moment → automatic action

Document reminder

Hi Carla, one of your documents is about to expire. We will help you update it in time.

ResultBetter service
A fuller relationship

Your client is much more than a policy

Get to know and grow the relationship with your clients across different lines of business, from one connected operation.

  • Already part of the relationship
  • May come to need it

One person · One relationship · Several needs

Every client is more than one opportunity. Spot new needs and grow your business.

Clienta de una agencia de seguros
María RodríguezClient since 2021
  • Health
  • Dental / Vision
  • Medicare
  • Life · Final Expense
  • Auto / P&C
  • Accident
  • Supplemental
  • Annuities
Automations built for insurance

Turn the moments that matter into actions

  • Sell and grow your book of business

    Spot moments that can turn into new opportunities.

    Policy renewalBe there before it renews
    Age milestones · 26 / 65Timely follow-up
    Cross-sellAnother product when it makes sense
    • Life changes
    • Referrals

  • Protect your revenue

    Cut manual follow-up around payments and outstanding balances.

    Payment reminderNotice before the due date
    Failed paymentFollow-up to sort it out

  • Deliver better service

    Keep important follow-ups moving without relying only on your team memory.

    Appointment remindersAppointment top of mind
    Missed appointmentsMake rescheduling easy
    After the appointmentContinuity of care
    Documents about to expireReminder in time

  • Strengthen the relationship

    Keep a more consistent relationship over time.

    WelcomeA clear first contact
    Birthday · AnniversaryA closer relationship
    Cancelled policyWin the relationship back

Fewer things to remember. More room to grow

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Renewal automation setup in Apizeal, with one rule per product and the three setup steps
Easy and friendly

Define what matters. Apizeal handles the follow-up

  1. Choose the momentPick the event you want to follow up on.
  2. Set the message and the channelPrepare the communication you want to use.
  3. Let Apizeal handle the follow-upWhen the right moment happens, Apizeal runs the automation as you set it up.

Automation message

Hi Name, your Carrier policy renews on Date. We can review your options together before then.

Automation message editor in Apizeal, with the variable menu open and a preview of how the client receives it

Automatic does not have to feel generic

Use your client data and their relationship with your business to create more relevant, personal and timely communication.

  • Client name
  • Carrier
  • Policy details
  • Appointment details
  • Relevant dates

Context makes the difference

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Built-in security

Automate with the confidence of a platform built for insurance

Connect information, processes and follow-up in a platform that puts the security and compliance of your operation first.

  • HIPAA Compliant
  • SOC 2 Type II · AICPA SOC

When your operation is connected, every action becomes an opportunity

  • Clients
  • Policies
  • Dates
  • Documents
  • Appointments
  • Payments
  • Opportunities

  1. 01 · Context

    Your business already has the information

  2. 02 · Moment

    Something important happens

  3. 03 · Action

    Apizeal starts the follow-up

  4. 04 · Result

    More opportunities. More continuity

Ready to turn more moments in your book of business into opportunities?

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Make your business work smarter

Automate the follow-ups that matter and turn more moments in your book of business into room to grow.

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HIPAA Compliant · SOC 2 Type II

Apizeal

The Operating Center for Insurance Agencies and Agents.