Every conversation, with your client’s context
Reach your clients by SMS, WhatsApp and calls, collaborate with your team, and keep every conversation connected to the information and the actions of your operation.
- HIPAA Compliant
- SOC 2 Type II
HealthACAMedicareLifeFinal ExpenseDentalAutoP&Cand more
When your conversations are scattered, so is your business
A conversation on one phone. A message on another platform. A document somewhere else. A task someone has to remember.
Who talked to this client, and what do we need to do now?
- Personal phone
- SMS
- Team chat
- Documents
- Pending tasks
- Client information
You know who they are, what they have and what comes next, without leaving the conversation
Keep your client’s context inside the conversation, so you understand every interaction better and turn it into an action.
01 · Talk
Your client writes or calls, on the channel they prefer.
02 · Understand
You see who they are, what they have and what is still open.
03 · Act
You reply, save, assign and follow up right from there.
It is not just a message inbox. It is a conversation connected to your operation
Policies
Check your client’s policies while you talk to them.
- Cross-selling
- Renewals
- Notes
- and more
Documents
Open documents and save incoming files straight into the client’s record.
File receivedSaveTasks · Reminders · Appointments
Turn a request into a task, schedule the next follow-up and check the information you need without losing the thread.
- Create task
- Create reminder
- See medical appointments
One conversation. The whole relationship in context
Serve every client with a fuller view of their relationship with your business, not just the last message they sent or the last policy they bought.
One person · One relationship · Several needs
Your business is much more than a single line of insurance. Your platform should be too.
- Health · ACA
- Medicare
- Dental · Vision
- Auto · P&C
- Annuities · + more
- Life
- Private plans
Your clients choose how to reach you. You keep every conversation personal
Keep your conversations connected to the information, the notes and the work happening around each client.
- SMS / MMS
- WhatsApp Business
- Calls
One client.One story.All connected.
Every channel adds context to the same client relationship
Bring all your communications together in Apizeal.
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Keep using the WhatsApp Business your clients already know
Connect the number you already use and let your team work those conversations from Apizeal, while you keep using WhatsApp Business on your phone.
- Your current number
- Apizeal
- Your team
- Keep your number
- Keep using it from your phone
- Let your team join in
- WhatsApp, calls and SMS in one experience
Communication and recordings inside a HIPAA compliant operation
Every call is part of the relationship with your client too
Make and manage calls from the same operation where your clients’ information lives. Record your conversations, keep the context and make follow-up easier, securely and HIPAA compliant.
- Call from ApizealMake and take calls from your operation.
- Talk with all the contextCheck the client information while you talk.
- Record and keep the follow-up goingKeep a record of the conversation so the context is not lost.
HIPAA Compliant
Your conversations move with you too
Reach your clients and stay connected with your team from the Apizeal Connect mobile app, with the context you need to carry on every conversation wherever you are.
Clients and team. One connected communication, from your phone too.
With your clients
- SMS/MMS
- WhatsApp Business
- Calls + Recordings
With your team
- Apizeal Teams
- Chat
- Internal calls + Recordings
Apizeal Teams
Your clients need communication. So does your team
Keep your team connected with internal chat and calls from Apizeal, so your organisation’s communication is part of a connected operation too.
Internal chat
Direct conversations, groups and broadcast channels to connect your organisation.
Internal calls + recordings
Talk directly to anyone in your organisation from Apizeal.
Communication across teams
Connect sales, service, admin and other teams to keep internal communication in one place.
Communication with your clients. Communication with your team. All connected.
The client relationship belongs to your business, not to an inbox
When different people on your team take part in a client relationship, the context stays connected to your operation.
- Staff
- Client + context
- Manager
- Team
Continuity
The conversation does not start over when someone else takes it.
Visibility
Your team sees what was said and what is still open with that client.
Collaboration
More than one person can take part in the same relationship.
Follow-up
What has to happen next is recorded as work.
Keep your business communication separate from your personal number
Get a toll-free number to use for your business communication from Apizeal.
- SMS
- MMS
- Calls
Apizeal does not add complexity: it connects your operation to make it simpler
When everything is separate
- Phone
- SMS
- Documents
- Tasks
- Client information
- Team
With Apizeal
- Conversation
- Context
- Team
- Action
One connected operation
It is not about having more ways to communicate. It is about connecting every conversation with your operation
Communication that understands the responsibility of handling sensitive information
Apizeal is built for the operational needs of insurance agencies, where protecting your clients’ information is not optional.
HIPAA Compliant
Communication inside an environment built to handle sensitive information.
SOC 2 Type II
Controls and processes independently assessed.
Per-user access
More control over who can reach the information.
Centralized activity
Less information scattered across tools and devices.
Bring your communication to the same place where you run your business
Clients, conversations and team working with the same context, inside a simpler and smarter operation.
The Operating Center for Insurance Agencies and Agents.