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.
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
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.
Your technical partner towards your insurance agency's success.
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
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!
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.