Systems and data
Identify the CRM, quote, policy, document, and service systems involved. Confirm what information can move between them and how each connection should work.
For brokers, agencies, MGAs, and insurers
The operating layer behind a better insurance experience.
Bring conversations, product rules, documents, quote work, and service tasks into a system your team can govern.
Give the agent a defined job, give staff the context, and keep existing systems in place.
Private deployment
Configured around your business
Your customer experience
Your workflows and rules
staff_census_22.xlsxtrade_license_dubai.pdfprior_policy_schedule.pdf
Ask about group health, network tiers, direct billing...
Built for your business
One AI system, shaped around how your team works in insurance.
Your team handles product rules, documents, quotes, service requests, and handoffs every day. Stack.insure brings those tasks into the tools and processes you already use.
Give staff the details they need to follow up, and let customers get answers without repeating themselves.
Motor Insurance
Guidance & comparison
Health Insurance
Plans & coverage
Travel Insurance
Destination & coverage
Life Insurance
Needs & options
Home Insurance
Property & protection
Pet Insurance
Coverage & care
AI Insurance Agent
In-chat comparison engine
Compare sample comprehensive and third-party cover for a 2024 sedan.
10:42 AMAI Insurance AgentJust now
Here’s an example of how an insurance conversation can present motor options side by side:
Illustrative plans and prices for this demo. Actual products, eligibility, benefits, and pricing depend on your configured providers.
Swipe to view all plans →
💡 Example insight: Compare benefits, limits, and exclusions before deciding which option suits the customer.
Guided decisions
Help customers compare cover with confidence.
Put premiums, benefits, limits, and exclusions side by side. Show customers what differs, using the products and eligibility rules your team sets.
Make important details easier to compare:
Premiums & benefits
Product comparison
Deductibles & exclusions
Eligibility & suitability
Coverage limits
Personalized recommendations
Live product
See how an online insurance experience can work.
Try InsureMeo to see how a customer can explore products, compare options, and get guided help.
Qualification & automation
Give your team a head start on every enquiry.
Collect the customer’s needs, coverage requirements, and key details before the enquiry reaches your team.
Capture intent and preferences
Identify product interest and needs
Route qualified opportunities to your team
Customer Intent
Coverage Needs
Documents & Details
Next Action
Private deployment
An online experience that fits your business.
Present your products, answer common questions, and collect details using your brand and service rules.
Your brand & product catalogue
Your rules & workflows
Your data, your control
Access and security controls
Customer 360
Keep the customer’s details in one place.
Bring together documents, quotes, policy details, and service history so staff can pick up where the last conversation ended.
Keep the conversation history and next steps in view
Organize documents, quotes, policies, and service details
Connect status updates across configured workflows
Give teams the context they need for a clear handoff
Users / Customer 360Last activity · just now
MP
Maya Patel
Activemaya.patel@example.com · Dubai, UAE
Profile details
Identity and servicing information
- Phone
- +971 50 123 4401
- Customer since
- Aug 2024
- AI trust tier
- Guided
- Consent records
- 6 active
Quotes & policies
Connected products and conversion state
Motor comprehensiveActive
Travel protectionQuoted
Customer timeline
One record from enquiry to service
Motor enquiry submitted
Today · 09:42Customer asked for comprehensive cover for a 2024 SUV.
Quote comparison created
Yesterday · 16:18Three eligible products were prepared for review.
Policy document uploaded
Sep 08 · 11:06Motor policy schedule.pdf is ready for the servicing team.
Documents
Controlled source files for AI and teams
Motor policy schedule.pdf
Policy document · 2.4 MB
Driver licence.pdf
Identity document · 1.1 MB
Quote comparison.pdf
Quote source · 840 KB
Team operating view
See customer enquiries and team tasks in one place.
Track enquiries, quotes, and service tasks from one shared view. Connect the systems you use and see what needs attention next.
Journey and workflow visibility
Quote and policy context
Clear team handoffs
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
Estimate workflow capacity
What could less manual handling free up?
Use your own enquiry volume, time estimate, and staff cost to model the value of capacity returned to your team.
This is a planning estimate, not a forecast or a measured Stack.insure result. It does not include implementation costs or estimate conversion gains.
Estimated annual capacity returned$20,000About 800 hours based on your inputs
Formula: monthly enquiries × minutes saved ÷ 60 × 12 × hourly staff cost. Adjust every input to match your own assumptions.
Plan the operating model
Agree the rules, connections, and review points.
A useful insurance workflow starts with clear inputs and ownership. Your team defines the products and guidance, the information it can use, and when staff should review or take over.
Permissions and review
Set access around the people and tasks involved. Agree which cases can proceed routinely and which need a staff member to check them.
Products and guidance
Provide the current product details, eligibility rules, and approved answers the experience should use for customer questions.
Rollout and ownership
Choose a defined workflow to start with, name the people who maintain its content and rules, and review changes as products or processes evolve.
Commercial and support terms
Confirm deployment, licensing, source-code access, maintenance, and support expectations as part of project scoping.
Let's build together
Make it easier for customers to choose and get support.
Tell us about your products, the tools your team uses, and the work that takes too long. We'll help you decide where to start.
