CaptaIMS

CaptaIMS is an Insurance Agency Management Software designed to streamline operations and enhance efficiency for insurance brokerages and agencies of any size. According to the vendor, this solution caters to the needs of insurance agents, brokers, data processors, fine art insurance brokers, vintage auto insurance specialists, marine insurance professionals, and life-health insurance professionals. CaptaIMS offers a wide range of features and customizable modules, making it a suitable choice for insurance professionals across various industries.

Key Features

Unlimited Records: According to the vendor, CaptaIMS allows users to import their entire book of business without extra fees and manage unlimited lead and loan records without any limitations on data import or export.

My Prospects: CaptaIMS offers CRM functionality to effectively track leads and prospects, enabling users to easily convert them into customers and efficiently manage and organize them within the system, as per the vendor.

Verticals: According to the vendor, CaptaIMS allows users to enhance its suite of features by adding specific business verticals, enabling them to choose and customize the modules they need without paying for unused features.

Share Documents: CaptaIMS facilitates seamless attachment and sharing of files between staff members, secure document sharing with clients through the customer portal, and streamlined document sharing and collaboration within the system, according to the vendor.

Integrated Phone System: According to the vendor, CaptaIMS enables users to make outbound and receive inbound calls within the application, purchase a toll-free number for inbound calls and SMS texts, and only pay for the minutes used without any additional charges.

Built-In eSignature: CaptaIMS provides a convenient and efficient eSignature module, allowing users to send documents to clients for signature directly within the system at a low cost per document for signature processing, as per the vendor.

Permission Groups: According to the vendor, CaptaIMS allows users to assign different access levels and permissions to users, control data access and editing capabilities, and ensure administrators can view all records while staff can only access assigned records.

Policy Renewal Reminders: CaptaIMS enables users to set and receive reminders for policy renewal dates, helping them stay on top of renewals and efficiently manage policy renewals within the system to avoid missing critical dates, according to the vendor.

Tasks and Calendars: According to the vendor, CaptaIMS allows users to schedule reminders, due dates, and meetings, share calendars with their team for collaboration and coordination, and keep everyone on the same page with scheduled tasks and events.

Customer Portal: CaptaIMS provides clients with a secure portal to upload and download documents, enhancing communication and document sharing, and streamlining client interactions to improve the overall customer experience, according to the vendor.