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Apizeal helps independent health and life insurance agents and agencies keep client, policy, and sales records organized in one system. It is designed for businesses handling health, life, supplemental, and Medicare insurance, including agencies, general agencies, and IMO/FMO organizations. Users can manage client and prospect details, policies, referrals, documents, notes, tasks, and renewal reminders. The system also supports quoting workflows, electronic forms and signatures, and commission reconciliation, including agent payment rules and reports. Team tools include user roles and permissions, shared records, calendars, search, and customized reporting. Agents can use the mobile app to access client and policy information, documents, reminders, and signature forms while away from the office.
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