Capture requirements and missing details in one guided journey
For brokers and agencies
Insurance software for brokers and agencies that keeps every quote moving.
Insurance software for brokers and agencies to qualify enquiries, compare quotes, organize documents, and keep client context with the team.
- Configured around your operation
- Connects with approved systems
- People keep decision control
What it does
A clearer path from enquiry to recommendation.
A broker can receive one request through a conversation, email, form, or referral and still need the same basic information before comparing cover. Stack.insure helps your team collect that context once, bring the right options together, and prepare a useful review without making the customer repeat the story.
Compare configured options with the customer context attached
Prepare a concise summary for broker review and follow-up
Why teams use it
Give brokers the context they need at the moment they need it.
The system is shaped around your products, carrier connections, documents, and review points. Routine questions can be prepared by an AI agent; licensed staff keep control of recommendations, exceptions, and final advice.
Guided enquiry intake
Ask the next useful question across web, messaging, or internal channels and keep the answers together.
Quote comparison
Present configured policy options in a consistent view so a broker can explain differences clearly.
Document follow-up
Collect the documents a quote or renewal needs and show your team what is still missing.
Broker handoff
Pass the conversation, requirements, quote context, and next action to the right person.
How it works
Start with one workflow your team can own.
The first release is shaped around the information, systems, rules, and people already involved in the work.
Choose one customer moment
Start with a quote request, renewal, or service journey that creates repeated work.
Set the products and rules
Agree which guidance, carrier services, documents, and review points the workflow can use.
Connect the follow-up
Route structured information to your CRM, quote service, broker team, or customer channel.
Questions teams ask
Questions brokers ask before changing the quote journey.
What can insurance software do for a broker?
It can guide enquiry intake, collect requirements, compare configured options, organize documents, and prepare a clear handoff for broker review. Your team decides which recommendations and decisions require a person.
Can it work with our existing CRM and carrier services?
Yes, when the systems provide an approved connection. The workflow is mapped around the records and services your brokerage already uses.
Does the AI agent replace the broker?
No. The AI agent can answer approved questions, collect information, and prepare the next task. Brokers retain judgement, advice, exception handling, and final control.
How should a brokerage start?
Choose one measurable workflow such as motor quote intake, commercial submission preparation, or renewal follow-up. Map its information, systems, and handoffs with the people who run it.
Plan the next useful step
Make the next quote or renewal easier to run.
Map the intake, comparison, documents, and follow-up work with the people who own the customer relationship.