CaptaIMS
About CaptaIMS
CaptaIMS Pricing
Pricing starts at $30 per user per month.
Starting price:
$30.00 per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for CaptaIMS
4 Reviews
Samuel
Verified reviewer
Insurance, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Honest review on a great product
Hard to say when entering clients is more difficult, but once up and running OMG thank you thank you thank you
PROSthe convenience of being able to digest a client's situation with just a moment's glance.
CONSHard to say when it's not necessarily complete yet. Internal Messaging functionality is missing for now, a way to upload forms in order to create clients seamlessly (API page where form fields can be allocated to system keys.
Reason for choosing CaptaIMS
Relationship with devs means much more traction and customizability/extensibility with homebrewed applications/programs/workflows.
Reasons for switching to CaptaIMS
A thousand reasons!
Ericka
Insurance, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
document signing
good easy to use and best customer service with Ed!!!
PROSEasy to use and very user friendly.
CONScan be a bit confusing for the email recipient as it does not come from my email address and I always have to recommend checking spam/junk folders
Reasons for switching to CaptaIMS
too expensive
Precious
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2021
Easing the Barriers to Entry
I am thrilled to have access to a system that was not cost prohibitive for a new insurance agency. Everyone has been helpful and encouraging, and I'm proud to have a partner with CaptaIMS!
PROSHaving a "pay as you go" e-signature feature built into the system was an added value. Insurance applications require signed forms, and collecting and storing them helps us remain compliant and efficient.
CONSI have requested a couple of updates, such as a field for a Tax ID, or multiple contacts for a client (accounting, inspection, etc), but found it easy to send recommendations over via the platform.
Reason for choosing CaptaIMS
Connected to CaptaIMS by a trusted insurance colleague and the recommendation held a lot of weight with us.
Charlie
Verified reviewer
Insurance, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Fantastic Tool for Agents!
The ease of use and integration into the daily workflow is fantastic!
CONSThe Search Bar is limited to the primary Screen and it would be great to have access to the search function on all screens.