CaptaIMS 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

CaptaIMS

5.0

(4)

Pricing

Starting at $30.00 per month

About CaptaIMS

CaptaIMS is easy-to-use insurance management software that helps small agencies streamline operational workflows. It is a cloud-based system that can be accessed on the go from any location. With CaptaIMS, agents can easily search and find lead information, quotes, policies, and all documents in one place.

Agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty. CaptaIMS includes built-in features such as e-signature, click-to-call, a customer-facing portal for document sharing, and more

Starting at $30/user/month, it is designed to help agents manage all lines of insurance.

CaptaIMS Screenshots

CaptaIMS Pricing and Plans

Starting price: $30.00 per month

Free Trial

Free Version

Basic

$30.00

per user, per month

No plan information available

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CaptaIMS Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of CaptaIMS
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Calendar Management
Client Management
Client Portal
Contact Database
Customizable Branding
Document Storage
Insurance Policy Management
Lead Management
Life & Health
Pipeline Management
Property & Casualty
Reminders
Search/Filter
SSL Security
Status Tracking
Task Management
User Management

CaptaIMS User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.8

Have you used CaptaIMS and would like to share your experience with others?

Samuel L.

Verified reviewer

Insurance

11-50 employees

Used weekly for less than 6 months

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

the convenience of being able to digest a client's situation with just a moment's glance.

Cons:

Hard 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.

Reasons 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!

Precious N.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Having 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.

Cons:

I 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.

Reasons for choosing CaptaIMS

Connected to CaptaIMS by a trusted insurance colleague and the recommendation held a lot of weight with us.