Apizeal 3.1.0

Apizeal is a management software specifically developed for insurance agencies and agents in the health and life industry in the United States.

Whether you work independently or as part of a team managing ACA, health, life, supplemental, accident, dental, vision, or Medicare policies; Apizeal adapts to your needs to accelerate the growth of your business by saving you time and resources.

What can you do with Apizeal.com?

• Policy and client management
  • Set reminders and automate daily tasks.
  • Organize customer data and their health, supplemental, and life policies.
  • Store and manage documents.
• Commission calculation and assignment
  • Configure general and customized payment rates by carrier and state.
  • Calculate commissions, bonuses, deductions, and overrides.
  • Import carrier or broker reports, and Apizeal will handle the assignment for you.
• User recruitment and management
  • Register new agents online
  • Manage each user's profile
  • Save documents, licenses; and keep track of appointments and contracts in different states.
• Integrated digital marketing tools
  • Use your personalized website with lead capture and quoting forms.
  • Send automated text messages to specific groups or contacts.
  • Send email marketing campaigns to contact groups.

Why choose Apizeal.com?

• Safety & organization: Keep your information secure and centralized. Say goodbye to Excel spreadsheets, piles of paper, and chaos.
• Accessibility: Always have your business book at hand, no matter where you are or which device you're using.
• Technical support: Count on our team of specialists to answer your questions and assist you when needed.
• Save time & resources: Gain resources and free time to focus on what you and your business need.

Keep everything in a secure place at your fingertips, available 24/7.

Do you have questions or comments? We are happy to help. Send us an email at info@apizeal.com or talk to us through the technical support chat available on the web version.