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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.

Description

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Braintree No 
Chase Merchant Services No 
Checkout.com No 
Cybersource No 
Google Analytics No 
Google Maps No 
Google Tag Manager No 
Mastercard Payment Gateway Services No 
Mercado Pago No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft SharePoint No 
Qlik Sense No 
Salesforce No 
Stripe No 
Supervity No 

Integrations

Braintree Yes 
Chase Merchant Services Yes 
Checkout.com Yes 
Cybersource Yes 
Google Analytics Yes 
Google Maps Yes 
Google Tag Manager Yes 
Mastercard Payment Gateway Services Yes 
Mercado Pago Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft SharePoint Yes 
Qlik Sense Yes 
Salesforce Yes 
Stripe Yes 
Supervity Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Capitola

Founded

2021

Country

United States

Website

www.capitola-ins.com

Vendor Details

Company Name

Innoveo

Founded

2007

Country

Switzerland

Website

www.innoveo.com

Product Features

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal No 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating No 
Marketing Automation No 
Policy Management No 
Quote Management No 
Reinsurance Administration No 
Underwriting Management No 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Commercial Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Risk Assessment Yes 
Underwriting Management Yes 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Hospitality Property Management

Built-in Accounting No 
CRM No 
Catering No 
Employee Management No 
Extended Stay No 
Front Office Management No 
GDS / OTA Integration No 
Group Management No 
Guest Experience (GEM) No 
Housekeeping Management No 
Loyalty Program No 
Maintenance Management No 
Marketing Automation No 
Marketing Management No 
Multi-Property No 
Online Booking No 
Point of Sale (POS) No 
Reservations Management No 
Reviews Management No 
Single Property No 
Vacation Rental No 

Insurance Claims Management

CRM Yes 
Claims tracking Yes 
Customer portal Yes 
Document management Yes 
EDI data exchange integrations No 
Electronic claims Yes 
Fraud management No 
Reporting Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

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