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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 pricing
CaptaIMS does not have a free version but does offer a free trial. CaptaIMS paid version starts at USD 30.00/month.
Starting Price:
USD 30.00/month
Free Version:
No
Free trial:
Yes
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CaptaIMS Reviews
Feature rating
4 reviews of 4
Samuel
- Industry: Insurance
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
-
Review Source
5
Reviewed on 10/03/2023
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
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.
Precious
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
5
Reviewed on 24/06/2021
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!
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.
Charlie
- Industry: Insurance
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
-
Review Source
5
Reviewed on 17/02/2023
Fantastic Tool for Agents!
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.
Ericka
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
5
Reviewed on 22/02/2023
document signing
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
