# CaptaIMS Software Reviews, Demo & Pricing - 2026 > Review of CaptaIMS Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/insurance/captaims-profile --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / CaptaIMS Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # CaptaIMS 2026: Benefits, Features & Pricing Wondering if CaptaIMS is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview CaptaIMS 5.0 [(4)](https://www.softwareadvice.com/insurance/captaims-profile/#reviews) 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. Wondering if CaptaIMS is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## CaptaIMS User Interface ## Popular CaptaIMS Alternatives Main Product CaptaIMS 5.0 [(4)](https://www.softwareadvice.com/insurance/captaims-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 5.0Customer support - 4.75Functionality Pricing Starting at $30.00 per month Get Price Alternative Product [ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/) 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.77Value for money - 4.83Customer support - 4.77Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(283)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.84Ease of use - 3.73Value for money - 4.20Customer support - 4.06Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [Agency Matrix](https://www.softwareadvice.com/insurance/agency-matrix-profile/) 3.7 [(103)](https://www.softwareadvice.com/insurance/agency-matrix-profile/reviews/) Ratings Breakdown - 3.66Ease of use - 3.73Value for money - 3.39Customer support - 3.42Functionality Pricing Available upon request Get Price Alternative Product [Anagram](https://www.softwareadvice.com/medical/patch-profile/) 4.7 [(56)](https://www.softwareadvice.com/medical/patch-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.58Value for money - 4.67Customer support - 4.52Functionality Pricing Starting at $27.00 per month Get Price ## CaptaIMS Pricing and Plans Starting price: $30.00 per month Free Trial Free Version CaptaIMS Per-User Plan $30.00 per user, per month Plan includes: - My Prospects module - First vertical line of business - Additional verticals: Personal, Commercial, Marine, Life & Health, Specialty Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 5 100% 4 0% 3 0% 2 0% 1 0% 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 5 Hard to say when entering clients is more difficult, but once up and running OMG thank you thank you thank you Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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! Read More PN 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 5 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 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More Charlie B. Verified reviewer Insurance 2-10 employees Used weekly for less than 6 months Reviewed February 2023 Fantastic Tool for Agents! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The ease of use and integration into the daily workflow is fantastic! Cons: The Search Bar is limited to the primary Screen and it would be great to have access to the search function on all screens. Read More EL Ericka L. Verified reviewer Insurance 11-50 employees Used daily for less than 6 months Reviewed February 2023 document signing 5 good easy to use and best customer service with Ed!!! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easy to use and very user friendly. Cons: can 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 Read More Showing 1 - 4 of 4 Reviews ## CaptaIMS Popular Comparisons [ePayPolicy vs CaptaIMS](https://www.softwareadvice.com/insurance/captaims-profile/vs/epaypolicy/) ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (74) Recently recommended **8** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (141) Recently recommended **6** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **6** times [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) **4.8** (5) Recently recommended **6** times Stuck Between Options? 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