Who is Capitas?, Application Request
Capitas Financial Overview
POINT OF SALE
- Capitas Core Competency
- Organized to Support Success of Point of Sale in Financial Institutions
- 130 Point of Sale
- 17 Processing Centers
- Support with Case Design, Internal Marketing, Case Management, and National High Net Worth Expertise
FINANCIAL INSTITUTIONS
- Custom Built Plans
- Can Custom Build Field Force for Institutional Customer
- Business Reviews
- Sustainable
- Compliant
- Service Organization Controls (Audit)
- Life Made Simple
- Financial Advisor Penetration
ADVANCED PLANNING
- Estate Planning
- Business Planning
- Executive Benefits & Disability Insurance
- Charitable Giving
- Wealth Transfer and Distribution Planning
- Wealth
- Sports and Entertainment Industry
- International Capabilities (Pacific Bridge)
CULTURE
- Value Drivers
- Local and National Leadership
- Compliant
- Support Culture of Those We Serve (Accommodating)
- Sustaining & Flexible
- Insurance Review Culture
- Broker Dealer
- Common Technology
- Model Office:
- Case Design
- Internal Marketing
- Case Management
- Licensing & Appointments
PRODUCTIVITY
- Business and Marketing Plans
- Experienced Point of Sale Network
- Client Profiles
- Study Groups
- Sales Desk Set Both Locally & Nationally
- Outbound Calling Campaigns
- Marketing Campaigns
STATE-OF-THE-ART TECHNOLOGY
- Capitas Tools:
-
- Kaspersky
- Tellus
- Advisys
- PaperClip
- Discovery
- CRM
- Agency Integrator
- iGo
- XRAE
- DocFast
- Forms Pipe
- Life Pipe Quoting Tools
- Mobile Quoting Tools
- Vital Signs
INSTITUTIONAL ACCOUNTS
Capitas
National Firm
Founded in 2001
Life Carriers Outsourcing Sales
Financial Institution’s Outsourcing Life Insurance
Capitas has Significant Life Capabilities with Variable Cost Model
130 Insurance Point of Sale Delivering Life Advice to Financial Institution Customers
Focused Point of Sale Organization and Growing
Focused on Advanced Planning at Point of Sale and Technology to Increase Financial Advisor Penetration
PRIMARY CARRIERS
