Our Solution.
Whether you're fully independent, semi-captive, or planning your next move, CaptaIMS is built to support your journey with the tools you need to protect and grow your business or agency. Our cloud-based Insurance Management Software gives you control without the complexity of bloated, overpriced systems.
It’s easy to use, simple to set up, and affordable—designed to help you import your data quickly and seamlessly so you can hit the ground running. CaptaIMS offers powerful built-in features like CRM, renewal notifications, and seamless client management tools, all without the unnecessary clutter.
As the insurance landscape continues to evolve, it’s more important than ever to be proactive in securing your future. We understand the challenges you face, and we’re here to help you stay agile and ready for what’s next—whether you’re expanding your business or preparing for a transition.
Take control of your future and protect your book of business with CaptaIMS – the tool designed to help agents grow, manage, and secure their clients.
Affordable And Easy To Use.
It's easy to get started. Add your team, import your data, and manage your book today. Choose which lines of business you want to track: Personal, Commercial, Marine, Life & Health, or Specialty.
CaptaIMS provides flexibility in an ever-changing industry. Our Insurance Management Software equips you and your agency with easy-to-use tools to protect and grow your livelihood.
- 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
Secure your book, stay organized, and grow your client relationships.
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
Designed to help agents grow, manage, and secure their clients
Features.
Policy Renewal Reminders
Set and receive Policy Renewal Reminders. Never miss a renewal date with automated reminders. Keep track of policies and renewals all in one place.
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 policy 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.
Tasks and Calendars
Schedule Reminders, Due Dates, and Meetings. Share your calendar with your team to collaborate and be on the same page.
Share Documents
Attach and share files easily between staff. Use the customer portal to share documents with your clients.
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.
Address Book
Collect and share your client's information and policy history with your team. This is the heart of your Book of Business.
Unlimited Records
Unlimited lead and policy records means you can import your entire book of business without any extra fees.
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.
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.
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.
Simple To Use
Designed to be simple to use. See how quickly CaptaIMS can be set up for you.
And More
Get Free* future feature upgrades to your account automatically.
Enterprise Features.
Contact for pricing
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
Contact us for volume subscription pricing.
Onboarding & Training
Our U.S. based staff can assist you and your team in setting up your CaptaIMS account.
Take control of your future & protect your book of business with CaptaIMS.
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
Contact us for Enterpise Features and Pricing
ABOUT US.
CaptaIMS, by Interactive Ideas, Inc. is built on the captasoft framework. Interactive Ideas, Inc. is located in Southern California and has been building software for 20 years. CaptaIMS was built by Insurance Professionals for Insurance Professionals, like you. Let's get started!
Capta is a Spanish/Latin word that means to "capture." IMS is an acronym that 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.
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:
We would love to hear from you.