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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

 


Robust Workflows

We mold AgencyStack to fit your business - not the other way around.



Meet AgencyStack

A Workflow is simply the software representation of a business process.

AgencyStack’s Workflows are designed with flexibility in mind. Every business operates differently – we work with you during onboarding to build effective workflows that represent YOUR business. We mold AgencyStack to fit you, not the other way around.



  • Create Workflows Perfectly Mapped to your Process
  • Trigger Automations and Integrations from Regular Use
  • Ensure Data Integrity with Checks and Balances
  • Enforce and Enact Your Business Rules Automatically

Powerful Automation



Meet AgencyStack

If the workflows are the skeleton of AgencyStack, then Automation is surely the beating heart.

We spent years identifying the most painful parts of Agency Management, and built automation to handle them: Enrolling policies, Quoting Leads, Reconciling Carrier Statements, you name it.

Have something else you’d like to include? Driven by the Groovy Programming Language, our custom Integration modules ensure that ANYTHING with an API can be integrated.

And don’t worry – we do it for you. No coding experience needed.



  • Creating Dial Lists for Call Center Agents
  • Direct Integration with Twilio for SMS, Email, and Call Automation
  • Carrier Enrollment
  • Policy Quoting
  • Carrier Reconciliation
  • PDF Creation
  • Faxing
  • Lead Distribution

Endless Integration

Everything an Agency needs, plus the kitchen sink.



Meet AgencyStack

Extendability is built into the core of AgencyStack.

Our suite of ready-to-go integrations include Connecture, CSG Actuarial, Twilio Flex, Five9, Zapier, and many more.

Need something else to talk to AgencyStack? We’ll build it for you.





  • CSG Actuarial
  • Connecture
  • Twilio Flex
  • Five9
  • Slack
  • PDF Creation
  • Fax Sending
  • Zapier, Tray.io, Automate.io, etc

World-Class Business Intelligence

See the sum of all the parts.



Meet AgencyStack

Powered by Tableau, we merge your disparate data into cohesive reports to let you get the full run of your business.

Business Intelligence would surely be the brains of AgencyStack, continuously consuming the data from all components and translating it into simple reporting.



  • Build Mind-Blowing Visualizations
  • See your whole business from a bird’s eye view
  • Build Mind-Blowing Visualizations
  • See your whole business from a bird’s eye view