For CRM Platforms
Built for CRMs
CRMs manage the relationship, but rarely have timely access to insurance data. Capsara provides CRMs with a direct, real-time feed of policies, claims activity, loss runs, and communications without waiting on another system to process it first.
Why It Matters
First-Class Data Access
Real-time access to policy and claims data without dependency on AMS batch cycles.
Flexible Delivery
Data available directly to sales and service workflows on your schedule.
Multi-Party by Design
Faster, context-aware client engagement with data shared across systems.
One Integration
Build once using APIs and SDKs for .NET, TypeScript, and Java.
Built for Developers
CRMs act as authorized delegates, retrieving retained data securely and independently using standard APIs.