# 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/alternatives --- # 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. 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