Broker Quick Links

Advanced Brokerage Services

Carrier and Product Comparison

Capitas Financial utilizes the most current and accurate software available in today’s marketplace. Click on the link below to search for up-to-date carrier and product information.

Please note that registration for an iPipeline PipePass ID and password is required (see details on the site).  If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session.  Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo). 


Data View (My Cases)

With Data View, you will be able to access case status, licensing and appointments. Use your Data View log-in to access this site. If you do not have a log-in, please follow the details on the website to obtain access. 


Forms

Capitas Financial has worked with iPipeline to better provide you with the forms you need to keep business rolling. Using this feature you are able to search, download, and print from a wide variety of carrier, state and product forms.

Please note that registration for an iPipeline PipePass ID and password is required (see details on the site).  If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session.  Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo). 


iGo

iGO, an intelligent fillable form, enables producers to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions.  When used with e-Signature and e-Submission, iGO users can achieve straight-through processing and speed up the sales cycle.

Please note that registration for an iPipeline PipePass ID and password is required (see details on the site).  If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session.  Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo).  


LifePipe (Quoting Tool)

LifePipe, the most widely-used term quote engine in the industry, gives your agency and producers the power and flexibility they need to cut through labor-intensive processes and quickly research, quote and transact life insurance faster. LifePipe auto populates iGO e-App with information from our Term Quote product.

Please note that registration for an iPipeline PipePass ID and password is required (see details on the site).  If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session.  Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo). 


Mobile Quoting

LifePipe, the most widely-used term quote engine in the industry, gives your agency and producers the power and flexibility to do mobile quoting with Apple or Android devices.  This tool does not require a user ID or password.  


Underwriting

Capitas Financial utilizes the most current and accurate software available in today’s marketplace. Click on the link below to search for up-to-date underwriting requirements and guidelines.  

Please note that registration for an iPipeline PipePass ID and password is required (see details on the site).  If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session.  Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo). 


VitalSigns

VitalSigns quickly and reliably qualifies a carrier's financial strength in a variety of easy-to-understand reports.  VitalSigns uses yearly financials reported to the NAIC and ratings from the 5 leading ratings services with a Comdex ranking helps interpret the ratings.  Use your VitalSalesSuite user ID and password to access this site.  If you do not have a login please contact ryan.walsh@capitasfinancial.com.  


xRAE

XRAE is a field underwriting tool that immediately returns a health class rating or range based on published and unpublished carrier underwriting rules. XRAE maintains the confidentiality of the each carrier’s rules and ensures the consistent, accurate application of those rules to each case, while enabling agents to set realistic customer expectations on-demand. Agents sell more, and carriers and distributors increase placement ratios.

Please contact the administrator at your Capitas Partner Office to obtain a User ID/Password.