Personal Insurance Broker Software

Our Personal Insurance management solution is specifically designed for insurance brokerages and agencies of any size. No special customization or extra costs are involved.

Manage your client's Home, Auto, and Umbrella policies, employees, and your entire brokerage. Furthermore, CaptaIMS is easy to use and affordable. Add the Personal Insurance vertical and other modules like Commercial Insurance and Specialty Insurance modules to build your suite of CaptaIMS solutions. Create a CaptaIMS account today and boost your brokerage's productivity.

CaptaIMS, with its specifically designed industry data collection, built-in e-signature, phone system, and more, allows insurance professionals the versatility in using our system for insurance management, prospecting, document compliance, as well as a CRM.

What's more, CaptaIMS is great for Auto, Home, and Umbrella Policy Insurance Agents, Insurance Brokerages and Agencies, Data Processors, etc...

The C.A.S.E. for choosing captaIMS - Personal Insurance

Convenient: You can access CaptaIMS from any browser or mobile device as a cloud-based insurance broker software. Add and delete users on the fly with our admin tools. In addition, take advantage of our built-in functionality. Send, receive and organize emails as well as e-signatures directly to and from your policy records. Finally, be assured that CaptaIMS can grow as your business grows.

Affordable: CaptaIMS is aggressively priced to allow even single-user subscriptions with unlimited access. Easily add users and data on the fly with no binding contracts, in short, simple pay-as-you-go pricing.

Simple: No software to install or maintain... sign up, set up, and go! The easy-to-navigate console gives you quick status of your clients, policies, or prospects at a glance, with links to drill down to the details you need. Moreover, track and maintain your entire pipeline without messy whiteboards, spreadsheets, or confusing email trails.

Effective: View your clients as well as your prospect's pipeline anytime. Track the entire pipeline from when a lead is generated until a policy is sold. Not to mention you can, easily prioritize leads and monitor activity. Finally, With color-coded aging indicators and configurable alerts, you can quickly act on policy renewals that have reached critical dates.

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.

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. Great for Private Money Lenders.

Import / Export

Easily import and export your data. 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. Use permission groups to control who has access to which records. Enterprise clients have access to IP filtering.

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.

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 Insurance Broker Software 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.

Scenario: Need to get a client's e-Signature

Solution: An insurance broker uses CaptaIMS, Agency Management Software, and needs a signature from a client.

1. The broker searches for a client and navigates to their record.

2. The broker creates a new e-signature job and provides the necessary data, including pdf(s) and recipients needed for signature.

3. The broker makes adjustments to the pdf, such as adding a signature field, signature date field, and any other required fields needed for the e-signature job.

4. The broker sends the e-signature job to the client through CaptaIMS.

5. Client completes the signature, and all parties involved are notified that the job is complete.

6. The broker navigates back to the client's policy record, where they can view, download, and archive signature documents for later use.

Scenario: An auto-policy client needs to upload documents—such as a copy of their driver’s license—to a new policy record at the agent’s request.

Solution: An insurance agency using CaptaIMS streamlines this process by enabling clients to upload documents directly to their secure policy records via the client portal.

Steps:

1. An agent or assistant creates a new personal insurance record in CaptaIMS.

2. The agent links the appropriate client to the record and enables client portal access.

3. The agent sends a secure email invitation to the client with a link to the client portal.

4. The client clicks the link, creates secure login credentials, and accesses their policy record.

5. Once logged in, the client selects their policy record and uploads the required documents.

6. The agent retrieves the record and views the uploaded files directly from CaptaIMS.

7. This process can be repeated as needed for any client, making document collection simple and efficient for the entire agency.

Scenario: End-to-End Client Processing

Solution: An insurance broker uses CaptaIMS Agency Management Software to streamline the process of handling prospects. The software enables the broker to efficiently review and assign leads, ensuring each prospect receives timely and appropriate attention.

1. An insurance prospect fills out a form on the broker's website, providing details about their mortgage needs and contact information.

2. CaptaIMS automatically captures this data and creates a new prospect record.

3. The broker is alerted and logs into CaptaIMS to review the record, assigning it to themselves or to another agent based on expertise and availability.

4. The assigned agent receives a notification and begins working with the prospect to gather additional information and assess their insurance needs.

5. The agent uses CaptaIMS to track progress and keep the broker updated on the prospect's status.

6. If the prospect decides to move forward, the agent uses the software to collect and manage the necessary data and documents to complete the quoting or sales process.

7. The broker continues to monitor the client’s progress through CaptaIMS, ensuring all required steps are completed on time.

Security.

Database Encryption - Your private information, as well as all of your client data, is encrypted to ensure privacy and protection.
Privacy - All of your personal information (including your e-mail address) is private and will never be sold or shared to any external parties. In addition, your client data is 100% yours. No one else can see it or use it, including CaptaIMS Staff. And if you leave, you take your data with you.
User Permissions - Permission groups are available within the CaptaIMS Insurance Broker Software to allow or deny users access to your client data. If you wish to prevent certain employees from viewing or editing your client data, you may do so using Permission Groups.
Export Utility - If you wish to maintain a private backup of your data, an Export utility is available, allowing you to extract all of your lead, policy, address book, client data and contact information. This can also be useful for importing into another CRM software application.