CaptaIMS
About CaptaIMS
CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and manage all leads and clients in one centralized location. With CaptaIMS, agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty.
Key benefits of CaptaIMS
* Easy-to-use
* Click-to-call
* E-sign
* Lead Management
* Policy Management
* Document Management
* Client-facing Portal
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Reviews
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- Industry: Insurance
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Honest review on a great product
Reviewed on 10/03/2023
Hard to say when entering clients is more difficult, but once up and running OMG thank you thank...
Hard to say when entering clients is more difficult, but once up and running OMG thank you thank you thank you
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
A thousand reasons!Reasons for Switching to CaptaIMS
Relationship with devs means much more traction and customizability/extensibility with homebrewed applications/programs/workflows.- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easing the Barriers to Entry
Reviewed on 24/06/2021
I am thrilled to have access to a system that was not cost prohibitive for a new insurance agency. ...
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!
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 Switching to CaptaIMS
Connected to CaptaIMS by a trusted insurance colleague and the recommendation held a lot of weight with us.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Fantastic Tool for Agents!
Reviewed on 17/02/2023
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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
document signing
Reviewed on 22/02/2023
good easy to use and best customer service with Ed!!!
good easy to use and best customer service with Ed!!!
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
CaptaIMS FAQs
Below are some frequently asked questions for CaptaIMS.Q. What type of pricing plans does CaptaIMS offer?
CaptaIMS offers the following pricing plans:
- Starting from: USD 30.00/month
- Pricing model: Subscription
- Free Trial: Available
Pricing starts at $30 per user per month.
Q. Who are the typical users of CaptaIMS?
CaptaIMS has the following typical customers:
Self Employed, 2–10, 11–50, 51–200
Q. What languages does CaptaIMS support?
CaptaIMS supports the following languages:
English
Q. Does CaptaIMS support mobile devices?
CaptaIMS supports the following devices:
Q. What other apps does CaptaIMS integrate with?
We do not have any information about what integrations CaptaIMS has
Q. What level of support does CaptaIMS offer?
CaptaIMS offers the following support options:
Email/Help Desk, Phone Support
Related categories
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