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Organize, manage and automate your agency to sell more!
Forget about complicated Excel sheets and paperwork! With Apizeal you have all you need in one secure place, like referrals and client management, commission processing, and lead gen tools.
Super easy setup
1 on 1 onboarding
Free 14-day Trial
See how easy it is
Setup your admin profile and invite your staff and agents
Apizeal helps every person in your agency, including your agents and staff.
Create user profiles for each agency member and set custom user permissions based on job roles.
The administrators have access and control over everything. The agent has access to its own data only. The staff has custom permissions.
Register your policies, clients and referrals
Store all of your business' data, including policies, files, contact, and notes.
Every agency member can store data, upload files and collaborate.
Clients have their own login to keep their profile and documents updated.
Manage your agency effectively, having full control of what's happening
Forget about Excel or juggling stacks of paperwork.
Keep your team on task without extra effort. Save time and money!
Never miss a follow-up! Share data and files between staff, clients, and sub-agencies.
Recruit new agents fast and easy, 100% online
Share the application form to recruit new agents online.
Manage appointments and contracts that your agents have with each carrier.
Make proposals for rates to pay to new agents for closed sales.
Drive your sales with the right marketing tools
Launch email and text marketing campaigns to promote your agency.
Get your custom web page with lead gen forms, and quote forms.
Send automated birthday greetings, schedule appointments, and calls.
Process commissions and create custom reports
Set the rules for referrals, overrides, bonuses, and fees.
Import carrier statements and Apizeal will take care of the splits.
See total commissions payable per agent and sub-agency.
With Apizeal Software you’re independent, but you’re never alone.
You can count on our DEDICATED CLIENT SUPPORT team to help you when you need it.
1-on-1 Onboarding
We will PERSONALLY
help you set it all up.
Once you sign up for Apizeal Insurance Management System, you will be prompted to schedule your 1-on-1 onboarding video call. On this call, we will help you achieve the goals that are important to you, at no extra cost!
Apizeal Concierge
We will migrate your
data into Apizeal. Fast.
We will review your data and provide you with a quote before work starts. In Apizeal Insurance Management System we keep it affordable. Most agencies find it is less expensive than importing the data themselves.
Get started with us
A better experience for your customers, fewer headaches for your team. You’ll be set up in minutes.