Our Solution.
CaptaIMS is a cloud-based Insurance Agency Management Software designed by Insurance Professionals for Insurance Professionals just like you. And like you, they're tired of Insurance AMS/CRM systems that cost too much and make you pay for features you'll never use. That's where we come in. CaptaIMS integrates enterprise features in a cloud-based system while keeping things simple and affordable. Even better, if we don't provide you what you're looking for, let us know, and we may be able to build it for you. We're always looking to improve our services.
Build your CaptaIMS software suite by choosing the right business solutions for you. Choose from our Personal Insurance, Commercial Insurance, Life-Health Insurance, Specialty Insurance, or Marine Insurance solutions to complete your suite. No need to spend money on specialized customization and features you don't use. Boost your company's efficiency with our cloud-based system while keeping things simple and affordable. In addition, take advantage of the built-in CRM, e-signature, and phone system. Finally, ask us about our enterprise features to take your CaptaIMS account to another level. Let's get started on your Loan Pipeline Software solution today!
Affordable And Easy To Use.
Find each of your customer's quotes, policies, and documents in one place. Moreover, run your agency from anywhere with our cloud-based, easy-to-use management system. In addition, Never Lose a Lead or Client again because of misplaced information. Finally, Organize and Manage all of your Leads & Clients with CaptaIMS.
Choose which lines of business you want to track: Personal, Commercial, Life & Health, or Specialty.
- 30 Day Free Trial
- Add Your Entire Team
- No Credit Card Required
- No Basic Import or Export Fees
- Cancel Anytime
For more information, check out our FAQ page
Your Management Software partner for your Insurance Agency's success.
Pricing.
Starting at $30/user/month*
Includes My Prospects and the First Vertical/LOB of your choice.
FREE 30 Day Trial - No Credit Card Required - Cancel Anytime
Choose the Verticals (Lines Of Business) you would like to install into your account and estimate your monthly fees per user.
Click the START FREE TRIAL! button when ready.
| Vertical / LOB | Price | Description |
| INCLUDED | Track your Leads & Prospects then Convert them | |
| $10.00 / user / month | Organizing your Business Insurance Clients info | |
| $10.00 / user / month | Meeting your Life Health Client Management needs | |
| $10.00 / user / month | Gathering your Marine Insurance data in one place | |
| $10.00 / user / month | Managing your clients, home, auto and umbrella data | |
| $10.00 / user / month | Collections, Classic Cars, and Insuring Rare items |
*You will not be charged until your trial ends and you provide a payment method
Contact us for Enterpise Features and Pricing
(833) 932-2782
Features.
Unlimited Records
Unlimited lead and loan records means you can import your entire book of business without any extra fees.
My Prospects
Use the CRM portion of our app to work your leads and prospects. When a prospect converts to a customer, easily move their data to start a loan record.
Verticals
Add specifically designed business verticals to complete your CaptaIMS Suite of features. Choose the modules you want. Don't pay for things you don't use.
Share Documents
Attach and share files easily between staff. Use the customer portal to share documents with your clients.
Integrated Phone System
Outbound and inbound calling from within the application. Purchase your own toll-free number and receive inbound calls and SMS texts. Pay only for the minutes you use. Contact us for more information.
Built-In eSignature
Built-in eSignature module. Send documents to your client for signature for only $1.50 per document.
Permission Groups
Use permission groups to allow users to access, view, or edit data. Administrators can view all the records, and staff can only view records assigned to them.
Policy Renewal Reminders
Set and receive Policy Renewal Reminders.
Tasks and Calendars
Schedule Reminders, Due Dates, and Meetings. Share your calendar with your team to collaborate and be on the same page.
Customer Portal
Clients can access a secure portal to upload and download documents.
Import / Export
Easily import and export your data into and out of your account. No Fees for basic CSV imports or exports. Take your data with you if you leave.
Address Book
Collect and share contact information and record history with your team.
Security
We are PCI compliant. Your data is encrypted and backed up daily. Limit data and feature access with permission groups. Restrict access with custom security settings.
Access Your Data Anywhere
A secure cloud-based application allows you to access your data anywhere safely and securely using your computer or mobile device.
Simple To Use
Designed to be simple to use. See how quickly our Loan Pipeline Software can be set up for you.
And More
Get Free* future feature upgrades to your account automatically.
Enterprise Features.
Contact for pricing - (833) 932-2782
Customized Branding
Customize CaptaIMS with your business logo and colors. Boost your business visibility and customer experience through branded emails and client portal.
Email (D.R.E)
Direct Record Emailing. Send and receive emails directly to the customer record. Capture and organize your email conversations with your clients.
Security
Restrict access with custom security settings through I.P. Address filtering.
API
Integrate with CaptaIMS to accomplish tasks such as capturing leads from your website to your account.
Volume Pricing
Call us for volume subscription pricing.
Onboarding & Training
Our U.S. based staff can assist you and your team in setting up your CaptaIMS account.
Your technical partner towards your insurance agency's success.
Clients.
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Insurance AMS/CRM Software that will empower your agency toward success.
14 Day Free Trial - No Obligation, No Credit Cards, No Startup Fees - Add Team Members During Your Trial
Contact us for Enterpise Features and Pricing
(833) 932-2782
ABOUT US
Capta is a Spanish/Latin word that means to "capture." IMS is an acronym, which stands for Insurance Management Software. Here at captaIMS, we intend to help you capture your insurance agency's data and manage it as simply and affordably as possible. In short, Manage your Insurance Agency's data the way you want.
captaIMS, by Interactive Ideas, Inc. and is built on the captasoft framework. Interactive Ideas, Inc. is located in Southern California has been building software for 20 years. captaIMS was built by Insurance Professionals for Insurance Professionals, like you. Let's get started!
Contact Us.
We are always interested in how we can improve your agency's workflow and work habits and we are always interested in how we can improve our Insurance Agency Management Software. Fill out our contact form or give us a call at:
North America Toll-Free:
(833) 93-CAPTA / +1 (833) 932-2782
(Monday to Friday, 9 am to 5 pm PST)
We would love to hear from you.