CaptaIMS
CaptaIMS is a cloud-based agency management system built for small independent insurance agencies. Starting at $30/user/month.
What is CaptaIMS?
CaptaIMS is a sales-enabled cloud-based agency management system built for small independent insurance agencies. Starting at $30/user/month, it is designed to help agents manage all lines of insurance. With built-in tools such as e-signature, click-to-call, and a customer-facing portal CaptaIMS give agents the tools they need to build their agency and not just manage data.
Video
Categories
Features
Activity Tracking
Contact Management
Document Management
Insurance Policy Management
Policy Management
Self Service Portal
Workflow Management
FAQ
The official website of CaptaIMS is http://www.captaloans.com/
CaptaIMS belongs to the Insurance category.
CaptaIMS offers features such as Activity Tracking, Contact Management, Document Management, Insurance Policy Management, Policy Management, Self Service Portal, Workflow Management.
No, CaptaIMS does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
$30/per month
Free Trial Available