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Apizeal

The only inclusive platform for insurance agencies and agents.

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Apizeal is an insurance management system for health, life, supplemental, and Medicare insurance. It brings policy management, client management, commissions, consent letters, quoting, and marketing into one system, helping agencies and agents reduce manual work such as task and document reminders, commission reconciliation, and client communications.

Core capabilities include an insurance CRM with policy data, members, documents, notes, reminders, and history; commission calculation with customizable rules, bonuses, overrides, prorations, and chargebacks; digital signature forms sent via email, SMS, or WhatsApp; and marketing tools such as email, SMS, WhatsApp, landing pages, dynamic forms, and automated bots. An AI feature provides automatic call summaries. The platform integrates with HealthSherpa for ACA quoting and enrollment, and is available on web, iPhone, and Android.

Apizeal serves insurance agencies, GA, IMO/FMO, call centers, and independent agents. It offers a free trial, a monthly plan with per-user pricing, and optional add-ons including Client Engage, Growth Suite, Email, and Teams Essentials or Teams Pro, with usage-based charges for messages and emails.

12 alternatives to Apizeal

Ranked by how well each tool replaces Apizeal: shared features, audience, price and popularity.

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  4. Spark Advisors

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  10. SmartOffice

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