Quote, Compare and Submit Business in a Few Minutes
Experience a unified digital workflow that accelerates term policy placement while improving accuracy and client satisfaction.
Experience a unified digital workflow that accelerates term policy placement while improving accuracy and client satisfaction.
Dynamic equips agents with intuitive pre-underwriting tools, personalized health classes, and seamless quoting workflows empowering them to build confidence, close cases faster, and serve more clients effectively.
A fully digital white-labeled product experience streamlines every step, aligning with customer needs while delivering faster results and improved compensation.
From quoting and e-applications to e-signatures, our platform covers the complete life insurance product journey in one place.
Provide instant decisions for qualifying clients, cutting turnaround times and creating a faster, more satisfying buying experience that boosts client loyalty.
Gain full visibility into every application with real-time status updates from direct carrier feeds, keeping your team and your clients informed at every step.
Make smarter placement decisions with the only life insurance engine that aligns carriers, products, and underwriting processes directly with client data, driving higher accuracy, efficiency, and long-term client value.
Capitas Dynamic lets advisors run, refine, and compare multi-carrier term quotes in minutes eliminating manual lookup and guesswork.
Accelerate quoting and application submission
Improve placement with accurate pre-underwriting insight
Unify real-time status, data, and digital tasks in one platform
Independent Advisors & Agents
Financial Institutions
Community Banks & Credit Unions
BGAs & IMOs