Apizeal is an all-in-one insurance management solution designed to simplify workflows for agencies handling health, life, Medicare, and supplemental policies. It offers features like policy tracking, commission automation, digital signatures via email or SMS, and customizable templates for client communications. Apizeal supports shared and private folders, one-click renewals, and real-time audit trails. Its marketing bundle includes email and text campaigns, landing pages, and brand customization. Agents can manage tasks, reminders, and client interactions through a centralized dashboard, with integrations available via Zapier. The platform also provides detailed financial reporting, automated commission reconciliation, and multilingual document support, making it ideal for agencies seeking efficiency and scalability.
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Verified User Rating
Custom branding and private foldersWeekly summary reportsAudit trail and activity logsRole-based user permissions and access controlPersonalized email and SMS marketingConsent letter and income form e-signaturesCommission reconciliation with custom rulesCentralized client and document trackingHealth, life, supplemental, and Medicare policy managementLive training, webinars, and multilingual supportRegulatory compliance toolsMigration support and onboarding assistanceSecure cloud-based data storageClaims processing and updatesIntegration with pricing engines and underwriting platformsReal-time dashboard for agentsMobile access via iPhone and AndroidContact groups and client segmentationOne-click renewalsEmailDesktop - WindowsOn-Premise - Windows
