---
title: "Apizeal Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Apizeal Software - reviews, pricing plans, popular comparisons to other Insurance products and more."
source_url: "https://www.capterra.com/p/205995/Apizeal/"
page_type: "product"
language: "en"
---

# 

 Apizeal Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 17, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Apizeal

## What is Apizeal?

Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize their resources, including the security and privacy their agents and clients demand. Our Software also provides powerful marketing tools to generate new leads and contact your clients via email and SMS. Schedule a demo with one of our experts and let technology do the heavy work for you!

## What is Apizeal used for?

[Insurance](https://www.capterra.com/insurance-agency-software/)

Top alternative

Featured

Overall rating

Based on 21 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$20

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Apizeal?[Manage this product listing](https://www.g2.com/products/apizeal/claim_requests/new?auto=true)

## Apizeal Overview

Updated September 2026

AI summary

Apizeal supports small insurance businesses with tools for managing policies, claims, commissions, contacts, and client documents, focusing on life and health insurance workflows. Available as a cloud-based solution, it enables agencies and sales teams to organize policy records, prepare quotes, and coordinate operations, with customizable reports, activity dashboards, and access controls enhancing oversight and daily efficiency.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Apizeal

4.8 (21)

VS.

[4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting Price

$20

Flat Rate, Per Month

Starting Price

$1000

One Time

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (21)

Ease Of Use

3.9 (912)

Value For Money

4.9 (20)

Value For Money

3.7 (831)

Customer Service

4.7 (21)

Customer Service

4.2 (851)

## Apizeal alternatives

Highest Rated

[4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)

[4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/)

[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

[4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/113540/Bitrix24/)

[Health Cloud](https://www.capterra.com/p/172299/Health-Cloud/)

[4.4 (67)](https://www.capterra.com/p/172299/Health-Cloud/#reviews)

Starting price

$350.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/172299/Health-Cloud/)

## FAQs about Apizeal

Overview

### Which roles and teams benefit most from Apizeal?

Apizeal is most used by insurance agents, brokers, and sales teams who need to manage client communications, track policy-related activity, and support faster follow-ups. Agency owners, managers, and administrators benefit from better oversight of daily operations, team coordination, and customer service workflows across life and health insurance businesses.

Answer based on 21 reviews

Overview

### What company size and specific industries is Apizeal built for?

Apizeal is designed for health and life insurance agencies and independent agents, making it a fit for small to mid-sized insurance businesses that need tools tailored to those sectors.

Features and Usability

### What are the key features of Apizeal?

Apizeal offers API access, client management, policy management, and claims management as core functions. It also includes commission management, contact management, reminders, and user management, plus access controls and permissions, an activity dashboard, customizable reports, document management, and quotes or estimates for life and health insurance workflows.

## Features

AI summary

Based on 470 Insurance reviews

Not all insurance software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution:

-   **Payment Processing** (**64%** of reviewers rated this feature as critical)
-   **Insurance Policy Management** (**56%**)
-   **Policy Management** (**52%**)

Apizeal includes **Insurance Policy Management** and **Policy Management**, so it covers two of the top capabilities buyers look for in insurance software. However, it does not offer **Payment Processing**. Instead, it provides other important features that reviewers also value, including **Document Management** (**53%**) and **Quotes/Estimates** (**43%**). These features help businesses keep policy records organized and prepare pricing details more efficiently, allowing teams to manage core insurance workflows with better accuracy and control.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

API

Application programming interface that allows for integration with other systems/databases

Claims Management

Process of submitting and following up on claims with insurance companies

Client Management

Manage contact details and communication with clients

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

Apizeal 16 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- API: Application programming interface that allows for integration with other systems/databases
- Claims Management: Process of submitting and following up on claims with insurance companies
- Client Management: Manage contact details and communication with clients
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal
- Contact Management: Manage, organize, and store contact information
- Customizable Reports: Alter the layout and content of reports
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines
- Life & Health: Businesses operating within the life and health insurance sectors
- Policy Management: Create, manage, and track policies and procedures within an organization
- Quotes/Estimates: Generate quotes or estimates for customers
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

---

Get Advice

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Features

4.8 (21)

4.8

Based on 21 reviews

## Pricing

Value for money

4.9 (20)

Free Trial

Basic

$20.00

Flat Rate,Per Month

Value for money

4.9 (20)

4.9

Based on 20 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (21)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (21)

4.7

Based on 21 reviews

## User reviews

Overall rating

4.8

Based on 21 reviews

Filter by rating

5(16)

4(5)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MR

Maria R.

Insurance agent

Insurance

### "Excelente aplicación "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 10, 2020

Pros

Manejo facil, super practica, puedes abrir en cualquier dispositivo

Cons

La afiliacion es lo que no me gusta, debe ser más simple

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

LG

LISBETH G.

AGENT

Health, Wellness and Fitness

### "APOYO A LOS AGENTES DE SEGUROS"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

October 10, 2020

HA SIDO PRACTICA Y SENCILLA AL MONWTO DE CARGAR INFORMACION

Pros

LO SENCILLO . PRACTICO Y FACIL DE ENTENDER.AL MOMENTO DE NAVEGAR DENTRO DE EL

Cons

QUE SI ESTA CREADA UNA POLIZA Y EL CLIENTE ADICONA O HACE UN CAMBIO COMO LO CARGARAN DE NUEVO EN EL SISTEMA DE LA EMPRESA DE SEGUROS

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

GA

Giomar A.

Sales

Insurance

### "Excelente servicio"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 8, 2020

Muy buena

Pros

Que puedo llegar a mis clientes y ofrecerles un buen servicio, ayudarles a mantener sus planes activos.

Cons

La busqueda de clientes por falta de pago

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MC

MAIRA C.

Agente de Seguros de Salud y Vida

Insurance

### "Excelente recurso"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

October 8, 2020

Pros

El portal de Apizeal es una excelente herramienta administrativa, que me ha permitido organizar adecuadamente la cartera de mis clientes, optimizar dia tras dia mi tiempo y evitar perdidas de cobertura por falta de seguimiento.

Cons

Por el momento, no he encontrado puntos negativos.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MB

MARY B.

principal agent

Insurance

### "MAKE MY LIFE EASIER"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 7, 2020

Excellent, \[SENSITIVE CONTENT HIDDEN\] is a Great \[SENSITIVE CONTENT HIDDEN\] and understand your needs.

Pros

Simple, complete and easy to learn. Help to our Team be connected in real time.

Cons

export my Data Base. We need to work it out to get our Information ASAP

Reasons for choosing Apizeal

yes.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MP

Marle P.

Agente de Sege

Insurance

### "Excelente Aplicación "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 7, 2020

Pros

Es de fácil acceso, tiene los recursos que necesito para hacer los cambios e ingreso de nueva información. La interacción con otros usuarios es excelente, el diseño es muy amigable y versátil. Me encantan las actualizaciones porque piensan en nuestras necesidades.

Cons

Hasta ahora no tengo quejas sobre la aplicación. Por el contrario han hecho muchos cambios para seguir mejorando

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

PA

Pablo A.

insurance agent

Insurance

### "APIZEAL \*SOFTWARE de CALIDAD\*"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 7, 2020

Pros

APIZEAL es un software que nos permitió ...... 1.AHORRO ..... de TIEMPO ya que simplifica nuestro trabajo administrativo , proporcionando en una sola plataforma todo lo necesario para llevar una oficina virtual a cualquier lado. ..... de DINERO ya que elimina el papel y nos lleva al nuevo mundo digital . 2. COSTO ....... en una plataforma MUY COMPLETA y a un costo SUPER COMPETITIVO , donde no solo puedes manejar tu oficina virtualmente sino que INCLUYE herramientas poderosas de comercialización como mensajería , pagina web , entre otras . 3. CALIDAD ..... Un software SEGURO programado con las necesidades actuales para nuestro negocio 4. SOPORTE .... Asistencia rapida y clara para cualquier pregunta , también abiertos a cualquier sugerencia que se pudiera dar para mejorar el software.

Cons

En los meses que hemos utilizado el SOFTWARE NO hemos tenido inconveniente alguno .

Reasons for choosing Apizeal

Elegimos Apizeal por ..... AHORRO , COSTO , CALIDAD Y SOPORTE

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JC

Jennifer C.

Agente

Insurance

### "Apizeal "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 6, 2020

En lo general mi experiencia ha sido buena.

Pros

Lo mas que me gusta del software que no es para nada difícil.

Cons

Lo menos que me ha gustado en mi experiencia cuando entro la información de una persona y No la puedo terminar por cualquier razón cuando entro otro día a terminarla tengo que hacerla desde 0.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

YZ

Yolanda Z.

Manager

Insurance

### "Muy buena plataforma"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

10/10

October 6, 2020

Ha sido muy buena y es una herramienta fácil de manejar.

Pros

Con Apizeal puedo monitorear y llevar el conteo y organizadamente mi cartera de clientes, ademas de poder hacer envíos masivos de mensajes y felicitaciones.

Cons

Que no puedo responder directamente a mis clientes cuando solicitan un Quote o cuando dejan sus mensajes.

Reasons for choosing Apizeal

Por que es una herramienta más actual y visualmente más atractiva que otras.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

LR

Ledys R.

Agente de Seguros

Insurance

### "Herramienta Principal de Trabajo"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 6, 2020

La principal ayuda o el principal problema resuelto al utilizar Apizeal es el manejo y control de la data de los Clientes, así como mantener actualizadas las diferentes acciones que se realizan como servicio para cada cliente. Mantener un registro de cada acuerdo manejado con el cliente favorece enormemente la efectividad de tu labor.

Pros

El software cumple la función de Asistente y Archivo Digital, donde se puede crear un archivo personalizado para cada cliente, facilitando las funciones de Atención al Cliente.

Cons

Es difícil definir en forma inmediata cual pudiera ser un contra. Por el tiempo que tenemos utilizandolo, hasta ahora ha sido una herramienta primordial en nuestro día a día.

Switched from

[Netskope One Platform](https://www.capterra.com/p/130671/Insightly/)

Porque el software era muy rígido y no me facilitaba el trabajo en el cual me desempeño, Seguros.

Reasons for choosing Apizeal

Porque el software me brinda la herramienta que necesito para el control y manejo de los clientes en el área de Seguros.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/205995/Apizeal/reviews/)

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Popular comparisons

[Jenesis Software vs Apizeal](https://www.capterra.com/compare/119068-205995/Jenesis-Software-vs-Apizeal)