Audience
Health insurance agents and agencies interested in an agency management software that provides solutions for policy management, customer management, data analytics, reporting, and more
About Apizeal
Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically
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Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.
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NextAgency for Health & Life Insurance
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• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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Integrations
No integrations listed.
Company Information
Apizeal
Founded: 2019
United States
apizeal.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Apizeal Frequently Asked Questions
Q: What kinds of users and organization types does Apizeal work with?
Apizeal works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Apizeal support in their product?
Apizeal supports these languages: English.
Q: What kind of support options does Apizeal offer?
Apizeal offers support via phone support and online.
Q: What type of training does Apizeal provide?
Apizeal provides training in the form of documentation and live online.
Apizeal Product Features
Insurance Agency Management
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Life & Health
Supported
Policy Management
Supported
Quote Management
Supported
Claims Management
Not Supported
Insurance Rating
Not Supported
Property & Casualty
Not Supported
