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Organize and automate your business to sell more!
Create automated activities to spend less on manual, time-consuming tasks and more time on your clients and prospects. Forget about Excel sheets and paperwork!
Super easy setup
1 on 1 onboarding
Free 14-day Trial
See how easy it is
Setup your admin profile and branding
Add your logo and professional information.
Apizeal can help you a lot! But it also helps every person in your team, including your staff.
Create user profiles for each member and set custom user permissions based on job roles.
Register the data of your clients and prospects
Store all of your business' data, including policies, files, contact, and notes.
Clients have their own login to keep their profile and documents updated.
Every team member can store data, upload files and collaborate.
Drive your sales with the right marketing tools
Launch email and text marketing campaigns to promote your services.
Get your custom web page with lead gen forms, and quote forms.
Send automated birthday greetings, schedule appointments, and calls.
Keep track of your policies, documents, and renewals
Forget about Excel or juggling stacks of paperwork.
Receive automated reminders on policies and clients. Never miss a follow-up!
Automate daily tasks, like client's birthday greetings.
Visualize what is important to you with custom reports
Apizeal generates real-time graphs and charts.
Be proactive about your business’s performance.
Reports can be run based on criteria you determine to show the information you want.
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 all-in-1 Insurance Management System, you will be prompted to schedule your 1-on-1 onboarding video 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 all-in-1 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.
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