+$3.6Bn

Total Insured Value

47%

Less time-on-task

30%

Increased production with same size team

+35%

Better market responsiveness

Efficient

Capitola streamlines the marketing process, eliminates repetitive tasks and manual data entry, and takes the headache out of managing complex programs.

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Simplified placement process

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Easy to create advanced client reports and proposals using customized templates

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Dedicated workflows to better build shared and layered programs

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Automation that eliminates the need for manual data entry, reducing risk of errors

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All customer communications are in one universal inbox so your teams can escape endless email chains

Intelligent

Superior AI-Driven market intelligence supercharges your team’s ability to find the right markets for every deal.

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Find the right markets every time

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Detailed reporting on carrier risk appetite

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Maintain institutional knowledge with team-wide collaboration tools

Simple

Modern, intuitive tools and technologies delight users, require minimal training, and easily integrate with existing systems.

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User friendly interface

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Integrates with existing agency systems

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Facilitates team sharing and collaboration

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Cloud based system so teams can get work done from anywhere

Comprehensive

By supporting property, casualty and specialty coverage lines, Capitola has your broker teams covered now, and into the future as your business grows.

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Platform spans a breadth of insurance coverage lines and products

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Supports your entire broker team and book of business

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Connects multiple stakeholders in the ecosystem

Testimonials

"Brokers are at the heart of our organization. Capitola’s solution is solving our brokers’ key pain points and increases the performance of our teams."

Mike Heffernan, President and CEO, Heffernan Insurance Brokers

"The market intelligence that used to be stored in the brains or singular desktop of a very seasoned broker is now available at your finger tips, without the risk of memory loss or being out of date."

David Lewison, EVP, AmWins

"After the recent hard-market conditions, we’re now seeing softening of the market in most areas. A focus on improving operational efficiency is critical in this environment and Capitola’s solution puts this front and center."

Donovan Newell, Management Liability Practice Group Leader, Risk Strategies

"The platform’s integration into most existing Agency Management Systems is key in removing manual entry, thus reducing human errors, lowering E&O exposures and costs."

Paul Lefcourt, Co-Founder and Management Liability Practice Leader, Socius Insurance

"The fact that Capitola’s platform is LOB agnostic makes it very complimentary to support brokers’ entire book of business."

Jeff Hays, CEO, RLA Insurance Intermediaries

"The industry is becoming more focused on removing manual and repetitive tasks to allow brokers and their production teams to focus on what they do best - building relationships, developing their team, and providing expert advice to their clients. Capitola’s platform is aimed to help brokers achieve this goal."

Paul Nowak, Principal, Brown & Riding

"Capitola’s platform is so easy and intuitive to use. It’s great to finally work with a system that puts the broker experience at the center"

Ross Warren, Vice President, Cyber Practice Leader, Accretive

Backed by great investors

Efficient

Save time with our automated workflow and free yourself to focus on serving your customers and growing your book

Intelligent

Find the right capacity providers for each risk using our groundbreaking AI-based risk appetite matching

Organized

Never miss a renewal date and collaborate better with your team using our dashboard and delegation tools

Automate Renewals

Turbo-charge the renewal process by using automation and AI-based prediction

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Pre-market to incumbents for renewal indication

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Project premium rate changes

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Quickly market to new carriers for alternatives

Data-Driven Approach for Sourcing Excess Capacity

To complement brokers’ relationships and expertise

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AI-assisted matching to find the best capacity providers

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Get detailed reports on carriers’ risk appetite

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Manage your book of business across coverage lines

Auto-Generate Customer Facing Materials

With the click of a button

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Marketing Summary

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Expiring Program Summary

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New Program Proposal

Leadership Team

Sivan Iram

Co-Founder / CEO

Naor Rosenberg

Co-Founder / CTO

Amit Ben Nathan

Co-Founder / CPO