Industry workspaces
🛡️ Built for insurance teams
Policies, claims, renewals, and documents — one insurance workspace.
StackswiseSoft isn't a generic tool with your logo on it. Choose Insurance when you create your workspace and the whole platform reconfigures — dashboard, modules, terminology, and Insurance AI — around the way your business actually runs. One login, one place to work, no busywork.
No credit card required · Cancel anytime
What's inside the Insurance workspace
Policyholders
Policy pipeline, renewals, and the full client history.
Claims
Each claim from first notification to settlement, with status.
Claim tasks
Chases, evidence requests, and reviews — assigned and dated.
Policy documents
Schedules, wordings, and correspondence with versions.
Approvals
Route settlements and documents through review and approval.
AI drafting
Draft client letters, claim summaries, and renewal emails.
Team
Handlers and account managers with roles and activity review.
Insurance AI, on every screen
AI in StackswiseSoft isn't a separate chatbot. Insurance AI drafts documents, summarises what changed, flags overdue work, and briefs you every morning on what needs attention — using your workspace's own data, in your industry's language.
You stay in control: AI actions are logged, approvals stay human, and your data is never used to train third-party models.
How it works
- Create your workspace — sign up and pick Insurance as your business type.
- Start working immediately — your dashboard, modules, and Insurance AI arrive pre-configured. No setup project, no consultants.
- Grow into the platform — invite the team, connect billing, and switch on automations as you need them.