Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Navigating the myriad of databases available can be challenging for any marketer, but our Packed Data Exchange (PDE) tool is specifically designed to assist in connecting marketers with a worldwide audience through our email lists, effectively promoting their offerings. PDE provides comprehensive insights, enabling you to identify and engage with the appropriate individuals within the right teams. By utilizing our database, you and your sales representatives can efficiently monitor activities that significantly contribute to enhancing the volume of opportunities entering your sales funnel. For marketers globally, we offer solutions tailored to alleviate common challenges associated with database procurement and filtering. You can purchase solely what you require, utilizing filters such as country, state, employee size, industry, and revenue to refine your choices. Additionally, we offer the flexibility to acquire only company-specific data as needed, ensuring a streamlined approach to your marketing strategies. This level of customization empowers marketers to optimize their outreach efforts effectively.
API Access
Has API
API Access
Has API
Integrations
BigCommerce
HubSpot CRM
HubSpot Customer Platform
IBM FileNet Content Manager
Magento
Marketo
Microsoft Dynamics 365
Microsoft SharePoint
NetSuite
Oracle Taleo
Integrations
BigCommerce
HubSpot CRM
HubSpot Customer Platform
IBM FileNet Content Manager
Magento
Marketo
Microsoft Dynamics 365
Microsoft SharePoint
NetSuite
Oracle Taleo
Pricing Details
No price information available.
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
Capitola
Founded
2021
Country
United States
Website
www.capitola-ins.com
Vendor Details
Company Name
Packed Data
Founded
2016
Country
United States
Website
www.packeddata.com/home
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