--- description: Review of CaptaIMS Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CaptaIMS | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Insurance Software](/directory/4506/insurance/software) > [CaptaIMS](/software/263700/captaims) # CaptaIMS Canonical: https://www.softwareadvice.com.au/software/263700/captaims > CaptaIMS is easy-to-use insurance management software that helps small agencies streamline operational workflows. It is a cloud-based system that can be accessed on the go from any location. With CaptaIMS, agents can easily search and find lead information, quotes, policies, and all documents in one place. Agencies can choose which lines of business to track, including personal, commercial, life \& health, or specialty. CaptaIMS includes built-in features such as e-signature, click-to-call, a customer-facing portal for document sharing, and more Starting at $30/user/month, it is designed to help agents manage all lines of insurance. > > Verdict: Rated **5.0/5** by 4 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 4 Reviews | | Ease of Use | 5.0/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Interactive Ideas - **Location**: Covina, US - **Founded**: 2001 ## Commercial Context - **Starting Price**: USD 30.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Pricing starts at $30 per user per month. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Trail - Calendar Management - Client Management - Client Portal - Contact Database - Contact Management - Customisable Branding - Document Management - Document Storage - Insurance Policy Management - Lead Management - Life & Health - Pipeline Management - Policy Management - Property & Casualty - Reminders ## Support Options - Email/Help Desk - Phone Support ## Category - [Insurance Software](https://www.softwareadvice.com.au/directory/4506/insurance/software) ## Alternatives 1. [ePayPolicy](https://www.softwareadvice.com.au/software/108153/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.softwareadvice.com.au/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.softwareadvice.com.au/software/441710/applied-epic) — 4.2/5 (141 reviews) 4. [Anagram](https://www.softwareadvice.com.au/software/180886/patch) — 4.7/5 (56 reviews) 5. [Agency Matrix](https://www.softwareadvice.com.au/software/187168/agency-matrix) — 3.7/5 (104 reviews) ## Reviews ### "Honest review on a great product" — 5.0/5 > **Samuel** | *10 March 2023* | Insurance | Recommendation rating: 10.0/10 > > **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. > > Hard to say when entering clients is more difficult, but once up and running OMG thank you thank you thank you ----- ### "Easing the Barriers to Entry" — 5.0/5 > **Precious** | *24 June 2021* | Insurance | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- ### "Fantastic Tool for Agents\!" — 5.0/5 > **Charlie** | *17 February 2023* | Insurance | Recommendation rating: 10.0/10 > > **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. ----- ### "document signing" — 5.0/5 > **Ericka** | *22 February 2023* | Insurance | Recommendation rating: 10.0/10 > > **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 > > good easy to use and best customer service with Ed\!\!\! ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/263700/captaims) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data