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Built around your role in insurance

One connected workflow for the way your team serves customers.

Brokers, agencies, MGAs, insurers, and platforms each manage different products and handoffs. Stack.insure helps coordinate customer conversations, product guidance, documents, quotes, and service tasks around the systems you already use.

Designed around the work

Start with the team and process you have.

Choose a customer journey or operational bottleneck, then define the products, systems, rules, and staff handoffs it needs.

Brokers and agencies: use cases

Keep each enquiry, quote request, document, and follow-up together while your team compares options and advises the customer.

  • Capture customer needs once
  • Compare configured carrier options
  • Prepare a clear handoff for your broker

MGAs and MGUs: use cases

Coordinate product guidance and submission information around your underwriting rules and distribution process.

  • Collect information for a submission
  • Explain product rules and eligibility
  • Route exceptions for review

Insurers and carriers: use cases

Help customers and distribution partners get answers, submit information, and move service requests to the right team.

  • Answer common product questions
  • Organize policy and service requests
  • Support handoffs between channels

Aggregators and platforms: use cases

Connect customer journeys with the insurer, quote, and service systems that support your marketplace or platform.

  • Guide product discovery
  • Pass structured details to connected services
  • Keep the next action visible

The operating details depend on your setup.

The workflows, integrations, review points, and deployment approach are scoped with your team. Bring the systems and processes you want to connect, and we can map the first useful journey together.

Discuss your setup