Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack
Meet AgencyStack

Our Why

Your technology should be your most profitable employee.

AgencyStack is a specialized collection of software specifically designed to help Agency Owners manage their entire Brokerage in one place.

AgencyStack was born out of 100+ hours of interviews with Top Producing Medicare Sales Agents, Agency Owners, FMO Directors, Carrier Executives, and Management Consultants across the United States. We set out to identify the most critical tools and features growth-focused Medicare Agencies needed to achieve scale successfully, then made a multi-million dollar System affordable to Broker/Owners for achieving that goal.

The only options available for small to mid-size groups were generic CRMs designed for the masses. A growth-focused Medicare Agency attempting to scale its sales business was handcuffed in achieving its goals using the same system as a company selling nutritional supplements, digital advertising, or 18th Century antique furniture.

Platforms with the horsepower to generate serious revenue were reserved for large corporations with multi-million dollar budgets. The playing field was tilted, and StackBoost.io Founder Richard Schaeffer witnessed this first hand over a decade as the Chief Technology Officer to multiple high volume insurance agencies.

Platforms with the horsepower to generate serious revenue were reserved for large corporations with multi-million dollar budgets. The playing field was tilted, and StackBoost.io Founder Richard Schaeffer witnessed this first hand over a decade as the Chief Technology Officer to multiple high volume insurance agencies.

Until now, the two-party system of multi-million dollar platforms or under-powered, overpriced Excel spreadsheets has left the entrepreneurial-minded Medicare Agency Owner without an opportunity to maximize the glorious benefits technology can provide in the modern era.

AgencyStack is the Brokerage Management System we dreamed about for ourselves, and that’s why in our first year of operation we are ranked the Top Rated Brokerage Management System by Clutch.co