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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

1. Prospector - Find Your Next Customer with Better Data Quickly build targeted prospect lists with 100M+ contacts data & receive alerts when contacts change jobs. 2. Engagement - Automate Your Sales Engagement Build automated sales sequences and take your sales opportunities to the next level. 3. Chrome extension - Find Leads Everywhere Get targeted contact and company information directly on LinkedIn, Company website and CRM (Salesforce or HubSpot). 4. Enrichment - Enrich Your Data Automatically Enrich your records with 50+ firmographic fields in the AroundDeal database, including business email, phone, title, company name, and more. 5. Visitors - Turn Website Visitors into Qualified Leads Find out what companies are visiting your website and engage them the right way at the right time.

Description

Capitola’s platform enhances distribution efficiency by automating placement processes and utilizing AI to match risk appetites, allowing broker teams to concentrate on their core strengths: nurturing client relationships, broadening their market reach, and closing more transactions. With support for property, casualty, and specialty coverage lines, Capitola ensures your broker teams are well-equipped both now and as your business evolves over time. The user-friendly tools and technologies not only please users but also require minimal training and can seamlessly integrate with current systems. Enhanced by superior AI-driven market intelligence, your team is empowered to identify the most suitable markets for every opportunity. By simplifying the marketing process, Capitola removes redundant tasks and manual data entry, alleviating the challenges associated with managing intricate programs. This holistic approach ultimately fosters a more productive and efficient working environment for brokers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

DataMorf
Riskify

Integrations

DataMorf
Riskify

Pricing Details

$0
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AroundDeal

Founded

2017

Country

Shang Hai

Website

www.arounddeal.com

Vendor Details

Company Name

Capitola

Founded

2021

Country

United States

Website

www.capitola-ins.com

Product Features

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Product Features

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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