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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)

Featured In

ExCapsa featured in Inc article 20 inspiring entrepreneurs improving health for all
ExCapsa as featured in Entrepreneur

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.

Find Out More »

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