Insurance
Your whole insurance business, automated end to end.
From the first enquiry to the renewal, North Stack automates the work around every policy. Where packaged software does not fit, we build what does: CRM, processes, screens and controls tailored to your business.
The problem
The closed-system last mile.
The slow, manual work in a broking or underwriting operation is the closed insurer portal, the shared inbox and the quarterly compilation that no off-the-shelf tool will touch.
Portals with no API
Quotes, binds and adjustments happen inside insurer and MGA portals behind multi-factor authentication. Supervised agents do that swivel-chair work, with a person approving every critical step.
The inbox that never empties
Submissions, endorsements and claims notifications arrive as email. Pipelines read them into clean, reviewed data instead of retyping.
The quarterly scramble
Bordereaux, returns and the management pack compiled by pipeline from data in four places, and approved by a person.
Quote turnaround in days
While a quote waits to be re-keyed and checked, the client gets three other prices. The manual last mile is where the sale is lost.
End to end
Every stage of the policy, automated.
Selling the policy is one step. North Stack automates the work around it, from the first enquiry to the renewal, with a person approving what matters.
- 01
Enquiries
Enquiries by email and phone logged in your CRM and routed to the right handler.
- 02
Quotes
Submissions structured from what the client sent, gaps listed, and quote drafts prepared for a broker to check.
- 03
Policy documents
Schedules, wordings and proposal forms compared line by line before anything is issued.
- 04
Mid-term changes
Fleet amendments and endorsements read from email, checked against the schedule and approved by a handler.
- 05
Claims
New claims read as they arrive and triaged by urgency, with insurer handoffs and client updates drafted.
- 06
Renewals
Renewal packs and review notes prepared on a schedule, with open questions flagged early.
- 07
Accounts
Insurer statements reconciled line by line, queries raised and payments approved in tiers.
- 08
Compliance
Evidence for the rules you work to, AI policies, training and an audit trail of every step.
Lines and roles
Every line of business. Everyone who works on it.
Personal and commercial lines in one portal, for brokers, MGAs and networks, with each person seeing what their role needs.
- Motor
- Fleet
- Home
- Life
- Health
- Travel
- Commercial property
- Public liability
- Employers' liability
- Professional indemnity
- Cyber
Administrators
Every line, every report and the full audit trail.
Handlers and account executives
The clients, lines and tools their role is given, and nothing else.
Appointed representatives
A branded portal of their own, with the same guardrails.
Your clients
Quotes, claim updates and documents prepared by your team, sent once a person approves.
Tailored to you
Your CRM, your processes, your screens.
Packaged insurance software makes you work its way. North Stack gives you AI-native tools, then builds the rest around how your business runs.
CRM
Pipelines, stages and approvals set up the way you sell, with your records imported from the spreadsheets you keep.
Processes
Fleet amendments, reconciliation, forecasting and claims, each step running on its own or waiting for a person.
Bespoke screens
Screens built around the job, like a fleet book, a claims queue or the month's control log.
Controls
Who sees and does what, by role, team or person, with the approvals and red lines you set.
Your systems
Works with the tools your office runs on.
Microsoft 365, Google Workspace, Slack, HubSpot, Salesforce and broking platforms such as Acturis, read-only and on your terms. Insurer and practice-system connections are built with you.
- Microsoft 365
- Google Workspace
- Slack
- RingCentral
- HubSpot
- Salesforce
- Acturis
- FileMaker
- Companies House
- monday.com
Insurance work
Live in brokers' operations today.
Two of the insurance operations North Stack has rebuilt, measured in production.
- Insurance claims investigationA legacy case system, automated around.Emailed cases were re-keyed by hand into Proclaim. A pipeline now reads each one, extracts the fields with a confidence score and pushes them in; staff review only the ambiguous cases.RGI Solutions Case study
- Fleet and haulage brokingFleet amendments, no re-keying.Vehicle changes were keyed across Excel, the MID portal, emails and Acturis. One amendment platform now parses the emails, lets handlers approve and generates the quarterly returns.McCarron Coates Case study
North Stack's understanding of regulation, and how systems can be built with this in mind, is exceptional. I felt in safe hands throughout.
See it working on your own brand today.
Enter your work email and website. We read your brand, build your private portal and sign you in.