ExCapsa is your one-stop insurance stop to help you focus on growing your business and your core competencies.
Powerful Tools for Agents
A solid platform built by insurance agents, for insurance agents
ExCapsa Insurance Brokerage has strategically partnered with Lakeview Financial to bring advisors the ultimate competitive edge and superior service.
Commission rates you deserve
Targeted digital marketing and social media content strategies
Cloud based agency management and CRM–accessible from anywhere
Access to the best financial planning software in the industry
Targeted client leads
Access to venture deals and start-up advisory services
(for securities licensed advisors)
Want to quote life insurance while on the go?
SwiftApp enables a life insurance agent the flexibility to quote and submit a life insurance order from their cell phone, tablet or computer with basic client contact information.
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