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AI systems for insurance businesses

Insurance sales run better when AI does the work.

Custom AI insurance agents engage prospects, qualify enquiries, connect with your carrier APIs and existing systems, and move opportunities forward, while keeping your team in control.

Custom deployments Your data stays yours Built around your workflows
AI Insurance Agent

AI Insurance Agent

Online

I uploaded my vehicle details and current policy. Can you find matching quotes?
I've matched your uploaded details with connected insurer options. Here are the quotes for your 2024 Land Cruiser.

Vehicle details.pdf

Details extracted · coverage matched

Toyota Land CruiserDubai, UAEComprehensive
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Quotes matched to your data

Vehicle details and cover preferences

2 options

Comprehensive

Gulf Shield · recommended

Best fit

AED 2,480 / year

✓ Matching cover

Third party

Harbor Insurance

Lower cost

AED 1,250 / year

Review quote options

Connects with your systems

CRM
Quote engine
Insurer APIs
Your team

Built for insurance businesses worldwide

Brokers
Agencies
MGAs
Insurers
Aggregators
Platforms

The problem insurance teams face

Good opportunities get stuck between systems, questions, and handoffs.

A customer may start with a simple enquiry, but the work quickly spreads across forms, inboxes, quote tools, documents, and different people. Context gets re-entered, follow-ups slip, and teams spend time finding information instead of moving the work forward.

Enquiries arrive incomplete

Teams spend time chasing the details needed before a quote or service task can begin.

Context gets re-entered

Customer information, documents, and preferences are copied between systems and conversations.

Handoffs slow decisions

The next person receives a partial story and has to rebuild the context before acting.

The Stack.insure solution

One connected layer for every customer moment.

Stack.insure brings approved product information, customer context, business systems, and human review into the same workflow. An AI agent can prepare the routine work while your team keeps control of advice, decisions, and exceptions.

One view of the customer

Keep requirements, documents, quotes, policies, and conversation history together.

Connections around your systems

Coordinate CRM, quote services, carrier APIs, policy tools, and team channels through approved interfaces.

Rules your team can govern

Set the information, permissions, actions, and escalation points each workflow can use.

A clear next action

Give every handoff an owner, the relevant context, and the task that needs to happen next.

Live experience

See the operating layer in action.

Explore InsureMeo to see how an AI agent qualifies a request, keeps the details together, and prepares useful work for the team behind the experience.

Visit the InsureMeo Demo
InsureMeo mobile app homepage with insurance categories and product discovery
InsureMeo AI insurance assistant helping a customer find motor insurance

Admin / Overview

JD

Dashboard

Example view of customer conversations, quotes, and policies.

Last 30 days Sample workspace

New Users

2,480

+12.0% vs. last period

Policies Sold

624

+20.0% vs. last period

Open Support Tickets

48

-6.2% vs. last period

Paid Revenue

USD 403K

+14.6% vs. last period

Average Order Value

USD 645

+4.1% vs. last period

Conversion Rate

32.90%

+4.6% vs. last period

User & Opportunity Growth

New customer enquiries over time

Aug 10Aug 24Sep 08

Active Servicing & Claims

48 live inquiries

48

Open 26

Pending 12

Resolved 10

A shared workspace for every handoff

Give every owner the context to act.

Keep the customer record, active work, and next owner together so every follow-up starts with the right context.

  • Review customer and policy details together
  • Keep quotes, service requests, and handoffs in view
  • See which tasks need a follow-up

How it works

From first enquiry to ongoing service.

One connected process, from the first question to the follow-up.

Engage

Capture intent

Start the conversation and learn what the customer needs.

Understand

Build context

Gather the details your team needs to respond well.

Qualify

Find fit

Check requirements and route the right opportunity.

Compare

Guide choice

Present suitable options with clear trade-offs.

Quote

Price accurately

Prepare complete, quote-ready information.

Convert

Create policy

Move a qualified opportunity into its next step.

Service

Keep helping

Continue support after the sale with context intact.

What you can do

Put the operating layer to work.

Choose the work that slows the team down, then give it the information, rules, and connections needed to move.

AI Insurance Agents

Answer customer questions using your products, services, and rules, then pass tricky cases to your team.

Lead Capture & Qualification

Collect customer details, understand what they need, and send each enquiry to the right team.

Product Guidance & Comparisons

Explain cover and eligibility, and make it easier to compare policies side by side.

AI Growth Engine

Plan and publish useful insurance content that helps customers find your business online.

AI Knowledge & Governance

Set the information, permissions, and rules your agents can use, including when to ask a person for help.

Quote & Sales Workflows

Connect insurer and aggregator services to help customers compare options and request a policy.

Who we work with

Built for the people who run insurance.

For brokers, agencies, MGAs, insurers, and platforms.

Insurance Companies

Answer policy questions, support customers, and reduce repetitive service work.

Brokers & Agencies

Capture enquiries, compare policies, and keep leads moving through your pipeline.

MGAs

Help distribute specialist products and make underwriting tasks easier to manage.

Platforms & Aggregators

Help customers find cover, compare quotes, and complete more of the process online.

Talk to our team

Tell us which insurance workflow you want to improve.

Share the workflow you want to improve and the systems your team uses today. We will review the details and discuss a practical first step.

Get in touch

Tell us what you need. Our team will be in touch.

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Let us build together

Turn one costly handoff into a better first release.

We will map the work, choose a measurable starting point, and plan the rollout around your people and systems.

Translucent blue glass core representing a connected insurance workflow