No Contracts | No Credit Card required
The insurance management system keeps your team on task without extra effort, saving you tons of resources. Take a look at what’s assigned to your staff and agents. That is to say, send automated reminders of tasks or documents, like eligibility alerts from the Health Marketplace for clients.
When you need information, you need it now. With Apizeal you keep everything organized and available 24/7 with a few clicks. Manage your team and referrals, and keep track while sharing data or notifications between the agency members, clients, and sub-agencies. Never miss a follow-up!
Simply import carrier statements, and Apizeal will take care of the splits for you. Commission data is linked up to the correct policy, agent, and payout rate, allowing you to see total commissions payable per agent and sub-agency, net commissions, and custom reports.
Get the marketing tools you need to sell more! Whether you need to launch an email or text message campaign, generate a series of emails, or capture capture leads, Apizeal can help. Get your own landing page, lead forms, quotation forms, and even schedule appointments, and calls.
Create automated communication or activities to spend less on manual, time-consuming tasks and more time on your clients and prospects with the insurance management system. Automate birthday greetings to clients, and send automated reminders of tasks and documents, like eligibility alerts from the Health Marketplace for clients.
Marketing drives sales, so whether you need to launch an email or text message campaign, generate a series of emails, or capture capture leads, Apizeal can help! Get your own landing page, lead forms, quotation forms, and even schedule appointments, and calls.
When you need information, you need it now. With Apizeal you keep everything organized and available 24/7 with a few clicks. Create notes, and set automated reminders, store and share files, and even request a digital signature through the private client portal.
Be proactive about your business’s performance. Apizeal generates real-time graphs and charts and has custom reporting tools to help you always be aware of the health of your business. Reports can be run based on criteria you determine to show the information you want.
Apizeal is a web platform developed specifically for agencies and independent agents in the health and life insurance industry.
In Apizeal you can manage ACA (Obamacare) insurance policies, supplementary insurance, life insurance, Medicare and Medicaid. Everything in one organized and safe place!
Apizeal is a web platform for the administration and control of your health and life insurance business; which also allows you to manage clients and attract new prospects with integrated marketing tools. In this way, you have everything you need always organized and available in one place.
Of course! When you subscribe to Apizeal services, you automatically have free access to all the functions and features of the system for 14 days for you, your work team and agents. Get started for free by clicking here. No credit card required!
The security of our clients’ data is our highest priority. Apizeal is HIPAA compliant and built with strict security requirements and protocols to protect your data, such as ISO / IEC 27001 and ISO / IEC 27018, and undergoes annual security assessments and audits. We use high physical, procedural and technical security measures to preserve the integrity and security of your data, in addition to complying with the strictest data protection laws.
In addition, you will always be the owner of your data. Apizeal is a company dedicated to technology that sells a SAAS (Software as a Service), we do not have a license to sell insurance and we do not sell your data.
No. Apizeal is a month-to-month subscription service. You can unsubscribe at any time and take all your data with you.
We are in a new digital reality. Organize your insurance agency and sell more with a comprehensive tool tailored to your needs.
Get the marketing tools you need to sell more. For example, your own web page, lead forms, and email and text marketing campaigns.
Your policies, clients, agents, and all information are organized and updated in one place. Plus, store and share files. You are always in control!
Create automated communications and activities between your team, agents or clients. As a result, you spend less on daily tasks!
No matter where you are, your data is always at hand with a single login. The privacy and security of information have powerful encryption within Apizeal.
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!
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.
Customer experience and satisfaction are our top priorities.
The main problem solved with Apizeal is the management and control of the clients' data, as well as keeping updated the different actions that are carried out as a service for each client. Keeping a record of each agreement handled with the client greatly favors the effectiveness of your work.
We've saved 1. TIME: it provides in a single platform everything to take a virtual office anywhere. 2. MONEY: very complete platform at a SUPER COMPETITIVE cost, including powerful marketing tools such as messaging and your website. 3. SUPPORT: quick assistance for any question, open to suggestions given to improved.
It is easy to access and has the resources we need to make changes and keep our client's information updated. The interaction with other users is excellent, the design is very friendly and versatile. I love the updates and improvements they constantly do to satisfy our industry needs.
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.
No credit card needed