Hard to say when entering clients is more difficult, but once up and running OMG thank you thank you thank you

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

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.

good easy to use and best customer service with Ed!!!

Easy to use and very user friendly.

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

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.

The ease of use and integration into the daily workflow is fantastic!

The Search Bar is limited to the primary Screen and it would be great to have access to the search function on all screens.