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CaptaIMS

An affordable AMS/CRM designed by insurance professionals for insurance professionals

Agency Management Startup Bootstrapped
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Overview

CaptaIMS is a cloud-based Insurance Management Software platform built by Interactive Ideas, Inc. that provides an affordable Agency Management System (AMS) and Customer Relationship Management (CRM) for independent and semi-captive insurance agents and brokers. The name "CaptaIMS" combines "Capta," a Spanish/Latin word meaning to "capture," with "IMS" for Insurance Management Software, reflecting the platform's mission to help agencies capture and manage their insurance data simply and affordably.

Built on the Captasoft framework, which Interactive Ideas has developed over more than 15 years, CaptaIMS offers a modular approach to insurance management. Agencies can select from multiple lines of business including Personal, Commercial, Marine, Life & Health, and Specialty insurance, paying only for the verticals they need. Starting at $30 per user per month, CaptaIMS positions itself as a cost-effective alternative to larger, more complex agency management systems.

The platform includes built-in features such as CRM, policy renewal notifications, e-signature capability, an integrated phone system with VoIP, and a customer portal. CaptaIMS emphasizes data privacy and security, with PCI compliance, database encryption, and daily backups. The company maintains that client data belongs solely to the agency and will never be sold, shared, or accessed by CaptaIMS staff.

Products & Services

CaptaIMS AMS/CRM Platform

A cloud-based agency management system and CRM that helps insurance agents and brokers organize client data, manage policies, and track prospects across multiple lines of business.

Key Features

  • Unlimited customer records and policy management
  • CRM with prospect tracking and lead management (My Prospects)
  • Policy renewal reminders and automated notifications
  • Task scheduling, calendar sharing, and meeting coordination
  • Document attachment and sharing
  • Permission-based user access controls
  • Address book and client information management
  • CSV data export for backups and portability

Target Users: Independent insurance agents, semi-captive agents, small to mid-size agencies

Personal Insurance Module

Vertical module for managing personal lines insurance including auto, home, renters, and umbrella policies.

Key Features

  • Personal lines policy tracking
  • Client household management
  • Renewal notifications for personal policies

Target Users: Personal lines agents and brokers

Commercial Insurance Module

Vertical module for managing commercial insurance lines including general liability, commercial auto, property, and workers' compensation.

Key Features

  • Commercial policy management
  • Business entity tracking
  • Commercial renewal workflows

Target Users: Commercial insurance agents and agencies

Life-Health Insurance Module

Vertical module for managing life and health insurance policies including term, whole life, group benefits, and health plans.

Key Features

  • Life and health policy tracking
  • Group benefits management
  • Health plan enrollment support

Target Users: Life and health insurance agents and brokers

Marine Insurance Module

Vertical module for managing marine insurance including vessel coverage, cargo, and marine liability.

Key Features

  • Marine policy management
  • Vessel and cargo tracking
  • Marine-specific data collection

Target Users: Marine insurance agents and brokers

Specialty Insurance Module

Vertical module for managing specialty and surplus lines insurance including professional liability, cyber, and niche coverages.

Key Features

  • Specialty lines policy tracking
  • Surplus lines compliance
  • Specialty-specific data fields

Target Users: Specialty insurance agents and brokers

E-Signature Module

Built-in electronic signature capability allowing agents to send documents to clients for digital signing.

Key Features

  • Send documents for electronic signature
  • Track signature status
  • Secure document handling

Target Users: All CaptaIMS users

Integrated Phone System

VoIP-based phone system integrated directly into the CaptaIMS platform for outbound and inbound calling.

Key Features

  • Outbound calling from within the application
  • Optional toll-free number for inbound calls
  • SMS text messaging capability
  • Usage-based pricing

Target Users: All CaptaIMS users

Customer Portal

Branded customer-facing portal that allows clients to securely access their policy information and documents.

Key Features

  • White-label branding with agency logo and colors
  • Secure client access to policy data
  • Document sharing and viewing
  • Custom intake forms

Target Users: Agency clients and policyholders

At a Glance

Founded
2019
Headquarters
Covina, California
Employees
1-10
Funding
Bootstrapped

Category & Focus

Category
Agency Management
Subcategories
Insurance CRM Policy Management Client Portal E-Signature
Insurance Verticals
P&C Life & Annuity Health Specialty
Target Customers
Agents, Brokers

Customers

  • Arango Insurance
  • Sobreezy.com
  • Lovejoy Risk Management Corp
  • Newport Beach Insurance Center

Links

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Last updated: 2026-03-25