Supported Operating System(s):
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.
1 Reviews of CaptaIMS
5 / 5 stars
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Precious from Lovejoy Risk Management Corp
Company Size: 2-10 employees
Time Used: Less than 6 months
Review Source: Capterra
Value for money
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!
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.
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.