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FAQ - Insurance Management Software
Q: Do I need to enter a credit card to test CaptaIMS - Insurance Management Software?
A: No. For the free trial, no credit card is necessary.
Q: What personal information do you need from me to get started?
A: Only an email address to use as your username. If ready, Let's Get Started!
Q: How long have you been in business?
A: Captasoft, and our parent Interactive Ideas, have been in business and offering web-based software for more than 15 years.
Q: How safe is my data?
A: We take security seriously and have multiple layers of security, including SSL, data encryption, user-level permissions, and more. In addition, only the paid owner can make modifications to your CaptaIMS account.
Q: Will my data be shared with anyone?
Q: Can I access my data offline?
A: No, CaptaIMS is a cloud-based application that requires you to be online. However, data export features will allow you to back up your data to a CSV file.
Q: Is there a cancellation fee?
A: No, CaptaIMS is not like the other guys, and we do not charge a cancellation fee.
Q: How do I cancel my subscription?
A: An admin user can go to the Organization Info section and click the Cancel My Subscription button.
Q: Is there a limit to the number of records I can create?
A: No. You can create an unlimited number of customer records.
Q: Is there a limit to what I can do during my trial period?
A: All features are available during the trial except for e-sign and inbound texting.
Q: How does billing work?
A: We are a monthly subscription service. However, premium features such as e-sign, phone calls, and texting are separately billed. You pay only for what you use.
Q: Is there an additional expense for phone and text service?
A: Yes. There is an extra cost to use the phone and texting service. The current cost for the phone system is $0.22 per minute, and the cost per text is $0.01.
Q: Is phone & text service accessible during the trial period?
A: Enable Outbound dialing during the free trial with 30 minutes of free talk time provided.
Q: Is there an additional expense for the e-signature service?
A: Yes, the e-signature is ala carte priced at $0.50 per signature. You only pay for what you use.
Q: Is e-signature accessible during the trial period?
A: No, the e-signature service is not available during the trial.
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Q: Can I add additional team members during my trial period?
A: Yes, you may create additional user accounts during your trial.
Q: Is there a limit to the amount of data I can enter during the trial?
A: We offer unlimited records and file storage.
Q: Will you help me import my data?
A: Yes, our support personnel will help you import your CSV text data free of charge. If you need related files & documents imported, then fees may apply. Please contact customer support for pricing and more details.
Q: Is there a fee to export my data?
A: We offer free data export tools that will allow you to export your customer data to a CSV file. There is no charge for this. If you need the related files & documents included with your export, fees may apply. Please contact customer support for pricing and more details.
Q: How do I go from trial user to paid subscriber user?
A: In your Account Profile, you will see a billing section. There you will be able to enter a credit card, which will unlock services such as e-signature and texting.
Q: Are you going to charge me if I call support?
A: All our support plans are free.
Q: Do you outsource your support overseas?
A: Our staff is entirely based in the United States.
Q: Can I access the application on my phone or tablet?
A: Yes, our applications will adjust to fit your phone or tablet.
Q: How many computers can I use with a subscription?
A: You may use an unlimited number of computers, but simultaneous logins are not allowed.
Q: Can the software be branded?
A: Yes, we offer a branding package where you can brand the customer portal and your dashboard with your company’s logos and colors.
Q: Can I make suggestions to improve the product?
A: Yes. We encourage our customers to give us feedback and enhancement suggestions to our Agency Management Software, and we have a feedback button inside the application just for this.