Our Solution.
captaIMS is a cloud-based Insurance Agency Management System 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 that 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.
captaIMS offers several specific insurance verticals, like Personal, Commercial, Specialty, and Life/Health. At registration, choose what verticals best fit your Agency's needs, and you're off and running. Choose one, two, or choose them all. Let's get started!
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
Features.
Simple to Use
Designed to be simple to use. See how quickly our Insurance Agency Management Software can be set up for you.
Share Documents
Attach and share files easily between staff. Use the customer portal to share documents with your clients.
Transparency & Tracking
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.
Tasks and Calendars
Schedule Reminders, Due Dates, and Meetings. Share your calendar with your team to collaborate and be on the same page.
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.
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.
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.
Customer Portal
Clients can access a secure portal to upload and download documents.
Instant Messaging
Communicate in real-time with your staff using our own private chat servers.
Premium Add On Features.
Enhance your Insurance Agency Management Software subscription by adding premium features.
Features can be added or removed at any time during your subscription.
Branding
Your Account can be branded with your logo, color scheme, customer intake form, and more for only an additional $3.00 /user/month. Take your Insurance Agency Management Software to the next level!
Built-In eSignature
Built-in eSignature module. Send documents to your client for signature for only $1.50 per document.
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.
Your technical partner towards your insurance agency's success.
Clients.
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
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.