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CaptaIMS Logo

Easy-to-use insurance management software for small agencies

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CaptaIMS - 2026 Pricing, Features, Reviews & Alternatives

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CaptaIMS overview

What is CaptaIMS?

CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and manage all leads and clients in one centralized location. With CaptaIMS, agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty.

Key benefits of using CaptaIMS

* Easy-to-use
* Click-to-call
* E-sign
* Lead Management
* Policy Management
* Document Management
* Client-facing Portal

Starting price

30per user /
per month

Alternatives

with better value for money

CaptaIMS’s user interface

Ease of use rating:

CaptaIMS reviews

Overall rating

5.0

/5

4

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10
Rating distribution

5

4

3

2

1

4

0

0

0

0

CaptaIMS's key features

Most critical features, based on insights from CaptaIMS users:

Insurance policy management
Document management
Contact management
Workflow management
Activity tracking
Policy management

All CaptaIMS features

Features rating:

Audit trail
User management
Task management
Status tracking
SSL security
Self service portal
Search/Filter
Reminders
Property & casualty
Pipeline management
Life & health
Lead management
Document storage
Customizable branding
Contact database
Client portal
Client management
Calendar management
Alerts/Notifications
Activity dashboard
Access controls/permissions

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CaptaIMS pricing

Value for money rating:

Starting from

30

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about CaptaIMS price and value

Value for money rating:

CaptaIMS support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support

Training options

Webinars
Live Online
Videos

CaptaIMS FAQs

Q. What type of pricing plans does CaptaIMS offer?

CaptaIMS has the following pricing plans:
Starting from: $30.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of CaptaIMS?

CaptaIMS has the following typical customers:
Freelancers, Small Business


Q. What languages does CaptaIMS support?

CaptaIMS supports the following languages:
English


Q. Does CaptaIMS offer an API?

No, CaptaIMS does not have an API available.


Q. What level of support does CaptaIMS offer?

CaptaIMS offers the following support options:
Email/Help Desk, Phone Support

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