Business Details
Your Trusted Insurance Brokerage Partner in Wake Forest
Capmar Insurance Services represents a culmination of over 80 years of combined experience dedicated to empowering independent agents and serving policyholders. Since our inception, we have focused on providing competitive insurance products, cutting-edge technological tools, and comprehensive support systems to help agents navigate the complexities of the insurance industry. Our independent brokerage model allows us to partner with over 80 top-tier carriers, enabling case design, underwriting, and policy placement tailored to clients' unique needs. We prioritize cybersecurity through our award-winning Digital Vault that meets FINRA's stringent recommendations, ensuring data protection for both agents and their clients. Our structured training programs - Discovery, Fast Start Training, and Advanced Training - equip agents with the skills needed to succeed in diverse markets, from basic product knowledge to sophisticated wealth transfer strategies. We recognize the importance of staying current with regulatory requirements, particularly in health plan compliance and Department of Labor rulings, and provide resources to help agents maintain compliance while building trust with clients.Our commitment to technological advancement extends beyond our Digital Vault to include Smart Office integration, customized marketing solutions, and robust policy management tools. As a team of experienced professionals, we provide direct support through case design, quoting, and underwriting assistance, while maintaining transparent communication channels for ongoing questions and concerns. Our reward systems recognize dedicated agents through incentive programs that acknowledge hard work and client-focused service. We serve as a strategic partner for independent producers by offering competitive compensation structures that reflect the value of their expertise in life, annuity, Medicare, and retirement planning services. By combining foundational experience with forward-thinking approaches, we aim to help agents establish sustainable practices while delivering quality insurance solutions to end consumers.
Services
Life Insurance
Annuities
Medicare Plans
Group Health Insurance
Employee Benefits
Retirement Planning
Agent Brokerage
Cybersecurity Solutions
Wealth Transfers
Estate Planning
Highlights and features
- We provide access to over 80 top-tier insurance carriers for comprehensive coverage options
- Our award-winning Digital Vault protects client data with FINRA-compliant security measures
- Structured training programs support agents from initial onboarding through advanced markets
- We offer dedicated case design and underwriting assistance for complex insurance needs
- Our compliance resources help agents navigate evolving regulatory requirements including DOL rulings
Services
Life Insurance
Life insurance provides financial protection for loved ones in the event of policyholder death. We offer various term and permanent life insurance options that can be customized to meet specific estate planning needs while ensuring long-term security for beneficiaries. Our experienced agents help design appropriate coverage amounts and structures based on individual client circumstances.
Annuities
Annuity products help clients plan for retirement with tax-deferred growth potential and guaranteed lifetime income streams. We provide fixed, indexed, and variable annuity options that protect principal while offering market-linked growth opportunities. Our specialists assist in selecting appropriate riders and payout structures that align with clients' retirement timelines and income goals.
Medicare Plans
We help seniors and qualifying individuals navigate Medicare options including Original Medicare, Advantage plans, and supplemental policies. Our analysis compares group health plan alternatives with Medicare options to optimize coverage while reducing costs for both employees and employers, with personalized guidance throughout the enrollment process.
Agent Brokerage
As an independent brokerage, we provide 80+ carrier partnerships for comprehensive product selection. Our support includes case design assistance, competitive pricing comparisons, underwriting expertise, and policy placement guidance. We offer dedicated resources for both new agents building their practice and experienced producers seeking complex market solutions through our structured training programs.
Cybersecurity Solutions
Our award-winning Digital Vault meets all FINRA cybersecurity recommendations to protect sensitive client information. Features include encrypted document storage, secure client communication channels, and compliance tools that meet regulatory requirements for data protection. The system supports secure agent-customer interactions while maintaining strict privacy controls for financial and health-related information.
People
Terry Register
Owner & CEO
With extensive leadership experience in the insurance industry, Terry specializes in large life insurance cases and strategic business development. He focuses on providing quality service and comprehensive support to independent producers while maintaining company-wide operational excellence.
Aaron Bryson
VP of Agent Services
Brings deep expertise in life insurance sales and underwriting processes. Provides hands-on support to agents from initial case design through final policy placement, ensuring smooth execution of complex insurance transactions.
Grace Register
Accounting
Manages all financial operations with meticulous attention to detail. Ensures accurate and timely processing of accounting transactions while maintaining compliance with financial reporting standards.
Kohl Lapish
Agent Support
Provides dedicated assistance to agents with policy administration, documentation requirements, and procedural guidance. Focuses on resolving operational challenges to maintain smooth day-to-day business operations.
Leigh Edie
Website & Graphic Designer
Manages digital presence and visual communications with a focus on creating professional marketing materials. Works closely with agents on brand development and online marketing strategies.
Questions
What types of insurance products does Capmar offer?
We offer life insurance, annuities, Medicare plans, group health insurance, employee benefits, and retirement planning solutions through partnerships with over 80 carriers.
How does Capmar support independent insurance agents?
We provide comprehensive training programs, case design assistance, underwriting support, access to 80+ carriers, and cybersecurity tools like our award-winning Digital Vault.
Is Capmar compliant with financial regulations?
Yes, our Digital Vault meets all FINRA cybersecurity recommendations, and we help agents maintain compliance with evolving health plan regulations and DOL rulings.
What training resources are available?
We offer Discovery orientation, Fast Start Training on basic selling techniques, and Advanced Training covering wealth transfers, estate planning, and premium finance.
How can I register as an agent with Capmar?
Complete our online registration form and receive approval with login credentials to access our agent portal, tools, and resources after verification.
What technology solutions do you provide?
We offer Smart Office integration, customized marketing tools, compliance reporting systems, and our secure Digital Vault for protecting sensitive client information.
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