Capitas Financial, Inc. is a national organization made up of more than 20 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients.
Capitas: Offering Sophisticated, Unbiased Solutions
Over the past 15 years, Capitas Financial has developed strong and strategic relationships with insurance carriers, financial institutions and other financial services partners to provide sophisticated and unbiased portfolio of insurance solutions for advisors and brokers to utilize with clients. Capitas’ extensive network of resources, paired with a commitment to local service and support set Capitas Financial apart from others in the industry.
Capitas: National Outreach and Local Support
Capitas Financial has a national network of offices all working together to provide the very best service and support to help advisors and brokers grow their insurance business. Capitas Financial’s insurance professionals are knowledgeable and experienced, and will assist in handling all aspects of your client’s insurance needs through comprehensive policy reviews, case consultation and design, and advanced underwriting and marketing support.
