# CaptaIMS Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CaptaIMS Software - reviews, pricing plans, popular comparisons to other Insurance products and more.

Source: https://www.capterra.com/p/231995/CaptaIMS

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# 

 CaptaIMS Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 24, 2025

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

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

CaptaIMS

## What is CaptaIMS?

CaptaIMS is a sales-enabled cloud-based agency management system built for small independent insurance agencies. Starting at $30/user/month, it is designed to help agents manage all lines of insurance. With built-in tools such as e-signature, click-to-call, and a customer-facing portal CaptaIMS give agents the tools they need to build their agency and not just manage data.

## What is CaptaIMS used for?

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

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$30

Per User, Per Month

Free trial  
available

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 CaptaIMS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.captaloans.com&name=CaptaIMS)

## 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.

### CaptaIMS

5.0 (4)

VS.

[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Starting Price

$30

Per User, Per Month

Starting Price

$25

Per Feature, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (4)

Ease Of Use

4.9 (247)

Value For Money

5.0 (4)

Value For Money

4.8 (241)

Customer Service

5.0 (4)

Customer Service

4.8 (227)

## CaptaIMS alternatives

[4.7 (283)](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

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

Starting price

$1000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

80%

of reviewers

rated it above 4 stars

[4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/)

Starting price

$27.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

62%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Insurance Policy Management

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Create, administer and manage insurance policies for various customers and insurance lines

Activity Tracking

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Audit Trail

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

Contact Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Document Management

4.0 (1)

200.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

CaptaIMS 27 features

Define levels of authorization for access to specific files or systems

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

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A record of all activities within the system, including user access, changes made, etc.

Track and manage schedules and meetings via an integrated calendar

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Add customized logos and colors to align with company branding

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Create, administer and manage insurance policies for various customers and insurance lines

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Businesses operating within the life and health insurance sectors

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, manage, and track policies and procedures within an organization

Specialized for companies in property and casualty (P&C) insurance sector

Timed notification for any upcoming task, deadline, appointment, or activity

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.8 (4)

4.8

Based on 4 reviews

## Pricing

Value for money

5.0 (4)

Free Trial

Basic

$30.00

Per User,Per Month

Value for money

5.0 (4)

5.0

Based on 4 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

5.0 (4)

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

5.0 (4)

5.0

Based on 4 reviews

## User reviews

Overall rating

5.0

Based on 4 reviews

Filter by rating

5(4)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Samuel L.

Agent / Customer Rep

Insurance

### "Honest review on a great product"

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

March 10, 2023

Hard to say when entering clients is more difficult, but once up and running OMG thank you thank you thank you

Pros

the convenience of being able to digest a client's situation with just a moment's glance.

Cons

Hard to say when it's not necessarily complete yet. Internal Messaging functionality is missing for now, a way to upload forms in order to create clients seamlessly (API page where form fields can be allocated to system keys.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

[Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)

Reasons for choosing CaptaIMS

Relationship with devs means much more traction and customizability/extensibility with homebrewed applications/programs/workflows.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EL

Ericka L.

account manager/producer

Insurance

### "document signing"

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

February 22, 2023

good easy to use and best customer service with Ed!!!

Pros

Easy to use and very user friendly.

Cons

can be a bit confusing for the email recipient as it does not come from my email address and I always have to recommend checking spam/junk folders

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Charlie B.

Account Executive

Insurance

### "Fantastic Tool for Agents!"

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

February 17, 2023

Pros

The ease of use and integration into the daily workflow is fantastic!

Cons

The Search Bar is limited to the primary Screen and it would be great to have access to the search function on all screens.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PN

Precious N.

President

Insurance

### "Easing the Barriers to Entry"

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

June 24, 2021

I am thrilled to have access to a system that was not cost prohibitive for a new insurance agency. Everyone has been helpful and encouraging, and I'm proud to have a partner with CaptaIMS!

Pros

Having a "pay as you go" e-signature feature built into the system was an added value. Insurance applications require signed forms, and collecting and storing them helps us remain compliant and efficient.

Cons

I have requested a couple of updates, such as a field for a Tax ID, or multiple contacts for a client (accounting, inspection, etc), but found it easy to send recommendations over via the platform.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reasons for choosing CaptaIMS

Connected to CaptaIMS by a trusted insurance colleague and the recommendation held a lot of weight with us.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Independent research methodology

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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