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Insurance software development

Insurance software built around your agency's workflow.

Insurance software development for independent agencies, MGAs and carriers whose quoting, renewals and service work still runs on rekeying, email and spreadsheets beside the management system. We build quoting tools, client portals, renewal workflows and the integrations that move data between them.

mystackos.com
StackOS, built by Stack Mode

Our work · StackOS

The problem

Your producers spend their day rekeying.

The same client details get typed into a rater, a carrier portal, the agency management system and an email. Renewals live on a spreadsheet someone checks when they remember. Clients call for certificates and ID cards that could be a download. Each tool is fine alone, and the work between them falls on your team.

Custom insurance software development fills those gaps: intake and quoting that collects details once, renewal and follow-up workflows that run on their own, and a portal where clients serve themselves, all connected to the systems you already rely on.

What changes for you

What custom insurance software development should change.

Enter it once

Client and risk details collected once and passed to every system that needs them.

No missed renewals

Renewal dates, remarketing tasks and follow-ups tracked and assigned automatically.

Clients who serve themselves

Policies, documents, certificates and payments in a portal, without a call to the office.

Reports you can act on

Pipeline, retention and book of business by producer and line, from data that stays current.

What you get

Insurance app development services

Built around your lines of business, your carriers and how your team sells and services.

  1. 01

    Intake and quoting

    Online applications and intake that collect what underwriting needs, with rules for each line of business.

  2. 02

    Policy and client portals

    Policies, ID cards, certificates, documents and payments for clients, under your brand.

  3. 03

    Renewals and service workflows

    Renewal pipelines, remarketing tasks, endorsements and service requests routed to the right person.

  4. 04

    Producer CRM

    Leads, cross-sell opportunities and follow-ups shaped around how your agency sells.

  5. 05

    Integrations

    Connections to your agency management system, raters, carrier APIs, e-signature and payments, where they offer them.

  6. 06

    Mobile-ready apps

    Insurance mobile app development as web apps that run on any phone, so clients and producers have nothing to install.

Why Stack Mode

What we bring to insurance software.

1

Upfront about our experience

We have not built software for an insurance agency or carrier yet. We have built the same working parts for other businesses that handle sensitive client data every day.

2

Sensitive client data, handled carefully

For WRB3 CPA, an accounting practice, we are building a platform that holds client records, tax filings and payroll. For NNCEPP, a City of Sparks program, we built a custom CRM that managed every case from application to resolution.

3

Portals and workflows in production

Client portals, tracked proposals, recurring billing and task workflows run every day in StackOS, the system behind our own business.

How we work

Five steps. One team. No surprises.

Fixed pricing and a clear plan before we start, and you see the work at every stage.

  1. Strategy

    01

    We learn the business, the customer and the goal, then map the pages, features and content that will move the numbers.

  2. Design

    02

    A custom design for your brand, reviewed with you screen by screen until it feels right. No templates.

  3. Build

    03

    Clean, fast code, built to rank and to last. Applications get tested with real data before anyone relies on them.

  4. Launch

    04

    Redirects, tracking and speed checked before go-live, so nothing you already earned is lost in the move.

  5. Grow

    05

    Hosting, care and marketing after launch, so the site keeps getting better instead of going stale.

Our stack

Tools we trust for this work.

Every tool is one we use on real client projects. Tap any of them for our take.

Client reviews

Don't take our word for it.

4.9

Google rating

  • They really got to know us and incorporated our ideas into our website perfectly. In addition to our new website, they developed an amazing CRM to help streamline our workflow!
    TTT. TranNNCEPP
  • Chris and the team at Stackmode absolutely nailed our Nevada Estate Property website. I've been in real estate for over 20 years and have seen a lot of websites. This is honestly the best I've seen.
    RBRyan BordenNevada Estate Property
  • Started a very big project with Chris back in April. We just completed the project and I couldn't be more impressed with his skill, professionalism and patience.
    JDJeff DavidsonReno Restaurant Guide
  • We've had an increase of people asking about our site, our business has increased substantially. The communication is phenomenal and the budget is right on target!
    DLDon LamersWestern Nevada
  • Absolutely could not be more impressed with this company. They took my idea, created an amazing website, and provided exceptional customer service. Very modern, clean, and professional!
    CGChad GrayotBio Sealed
  • Stack Mode was able to assist me with creating a robust website with powerful marketing messages. I wouldn't just lightly recommend Stack Mode, I am an advocate for their high-quality work!
    EAElias AstutoeXp Realty
  • They were very helpful, accommodating, knowledgeable, and quick to respond! We would recommend them to anyone needing website help or marketing services. Thank you, Stack Mode!!
    SSSamantha SamuelsonBlack Eagle Consulting
  • Great work on our website and very good with communication! It's great to have a team you can count on. We highly recommend Stack Mode Marketing Group!
    DMDarik MerbachBooked Out
  • First class marketing and design services. Recommend them to anyone needing a website, marketing assistance, or even just a logo. They will go out of their way to please.
    WBWilliam BloomerWilliam R. Bloomer, CPA
  • I found Chris and his staff at Stack Mode Marketing Group to be very professional, helpful, friendly, and knowledgeable with all aspects of their services in supporting our company goals.
    AMAlex MalavazSurviveIt2
  • Stack Mode Marketing Group did a great job of creating our website. We would recommend Stack Mode Marketing Group to anyone who is looking to create a customized website!
    RBRoxanne ButlerMyan Management Group
  • Chris Foti really knows his business. He provided excellent advice to us today and he was very generous with his time!
    JRJen Rosser

FAQ

Insurance Software Development questions, answered.

What is insurance software development?
Insurance software development is building software for agencies, MGAs and carriers: intake and quoting, client and policy portals, renewal and service workflows, producer CRMs and the integrations between them and the agency management system. Custom software fits your lines of business and your process.
Do we have to replace our agency management system?
No. Most custom insurance software works beside the management system you already use, filling the gaps around it and syncing data where the system allows.
Can you build an insurance mobile app?
Yes, as a web app that runs on any phone without an app store download, which suits most client and producer tools. If your project truly needs a native app, we will tell you before you spend anything.
How do you protect client data?
Role-based access, encrypted connections, activity logs and careful choice of hosting and vendors, planned from the first scope. We review the requirements that apply to your business with you before the build.
Have you built insurance software before?
Not for an insurance business yet. We have built portals, CRMs, workflows and integrations for businesses that handle sensitive client data, and we will show you exactly how that work applies.
What does insurance software development cost?
Every project gets a fixed price after a discovery call, based on scope. The Price Guide shows where custom applications typically land, and payment plans are available.