Modern Data Exchange for Agents and Brokers
Exchange policy, claims, underwriting, and operational data securely across carriers, partners, and agency technology systems. Whether you are an independent agent or a large brokerage, Capsara delivers encrypted, real-time data to the platforms you authorize, with full control over retention, access, and auditability.
Why Agencies Look to Capsara
Agencies look to Capsara to receive complete carrier data without surrendering control. Policies, endorsements, claims information, loss runs, commissions, images, and real-time messages move securely between carriers, agencies, and authorized systems, visible only to the intended parties. Capsara cannot access, mine, or analyze agency, client, or carrier data. As agencies build modern technology stacks to support operations and automation, Capsara provides a secure exchange layer that aligns with how agencies operate today and scale tomorrow.
Built for Agent and Broker Workflows
Unlimited Incoming Data
Carrier communications arrive without format or content limitations. Full policy documents, endorsements, claims files, loss runs, images, and supporting materials are delivered securely, providing complete visibility into policy and claims activity.
Delegated System Integration
Multiple systems can be authorized as delegates, not just an AMS. Data routes simultaneously to CRMs, rating platforms, marketing systems, AI services, analytics platforms, and agency management systems, eliminating manual handling and fragmented workflows.
Client Data Protection
All exchanged data is protected using end-to-end, standards-based cryptography, with encryption keys controlled by authorized parties. Capsara cannot view, analyze, or mine any exchanged data, preserving confidentiality across agency, client, and carrier information.
Real-Time Delivery
Updates are delivered continuously throughout the day. Policies, endorsements, claims data, and real-time messages arrive as activity occurs, without reliance on daily batches or carrier portals.
Multi-Party Data Exchange
Data is exchanged securely across the insurance ecosystem, including carriers, agencies, partners, and authorized third parties. Communications can be delivered concurrently to multiple systems, enabling faster decisions and coordinated action.
Audit and Retention Visibility
Every delivery and access event is logged. Authorized parties and systems can retrieve the same data over time, providing a clear record of access and activity without repeated re-sending.
How Data Flows Through Capsara to Agencies
Carrier Prepares Data
Carriers and MGAs prepare documents, images, and structured policy or claims data directly from their existing systems, including policy administration, underwriting, and claims platforms. Data can be assembled in its native format without reformatting, manual packaging, or workflow disruption.
Encrypted for Each Authorized System
Before transmission, the carrier encrypts the data separately for each agent authorized recipient system and delegate. Encryption is applied in a way that ensures only approved platforms can decrypt and access the data, while all other parties, including Capsara, remain unable to view the contents.
Sent Through Capsara
The encrypted data is transmitted through Capsara as a secure package. Capsara manages routing, delivery, retention, and auditing of the exchange without being able to access, analyze, or modify the encrypted data, preserving end-to-end confidentiality throughout the process.
Delivered to Your Systems
Authorized systems retrieve and decrypt the data according to their own schedules and workflows. Data remains accessible throughout its retention period, allowing systems to process, reprocess, and reference the information as needed without requiring re-sending or manual intervention.
Ready to simplify your document workflow?
Contact us to learn how Capsara can integrate with your agency or brokerage systems.