Collect submission information in the order your products require
For MGAs and MGUs
Insurance software for MGAs that keeps submissions, rules, and review aligned.
Insurance software for MGAs and MGUs to organize submissions, explain product rules, surface missing information, and route exceptions for underwriting review.
- Configured around your operation
- Connects with approved systems
- People keep decision control
What it does
Turn a submission into a structured underwriting conversation.
MGA teams work between product design, broker distribution, operations, and underwriting. A submission may arrive with documents, free-text questions, and gaps that only become visible after review. Stack.insure gives the journey a shared structure so people can see what is known, what is missing, and what needs judgement.
Make eligibility guidance and required documents easier to find
Route exceptions with the evidence and conversation attached
Why teams use it
Make product knowledge easier to use without hiding the rules.
An AI agent can use approved product material to explain eligibility, collect required details, and prepare the next step. Your underwriting team sets the information it can use, the cases it must escalate, and the controls around each handoff.
Submission intake
Organize documents, answers, and structured fields around the product or appetite being considered.
Rule-led guidance
Give brokers and operations teams clear answers from approved product rules and reference material.
Information quality
Identify missing or inconsistent details before a submission reaches an underwriting review point.
Exception routing
Send sensitive, unusual, or out-of-appetite cases to the person responsible for the decision.
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.
Define the appetite
Set the products, eligibility information, submission fields, and exceptions that shape the first workflow.
Guide the intake
Use an AI agent and connected forms to collect the information a broker or operations team needs.
Keep underwriting in control
Prepare a structured case for review and record the next action, owner, and supporting context.
Questions teams ask
Questions MGA teams ask before changing submission work.
How can an MGA use insurance software?
An MGA can use it to guide submission intake, explain product rules, check for missing details, organize documents, and route exceptions to underwriting or operations.
Can each product have different questions and rules?
Yes. The workflow can be configured around the product information, eligibility rules, documents, and review points your team approves.
Can brokers access the same guidance as the internal team?
They can receive the guidance and questions intended for their channel. Access, actions, and escalation rules remain defined by your business.
What should an MGA map first?
Start with a submission type where missing information, repeated broker questions, or slow handoffs create avoidable work.
Plan the next useful step
Give underwriting a cleaner submission to review.
Bring the product appetite, submission fields, and exception paths your underwriting team needs to manage.