INSURANCE AGENCY SOFTWARE DEVELOPMENT

Insurance agency software development, built and maintained by one team.

For insurance agencies and InsurTech teams that have outgrown spreadsheets and off-the-shelf agency management systems. We build and maintain custom platforms that bring employees, brokers, clients, policies, and accounts into one system, with the agency's own workflows automated inside it.

Agency management, CRM, and policy data in one system
Automated tasks and workflows around how your agency works
Built on Ruby on Rails and React, maintained long-term

10+ years in production · 20+ long-term partnerships

10+ yrs

Shipping Rails in production

20+

Long-term partnerships

////WE’VETRUSTED BY

SOUND FAMILIAR?

Your agency runs on tools that do not talk to each other.

Client, policy, and account data lives in several systems and spreadsheets.
Broker and employee records are kept separately from the clients they serve.
Renewals, follow-ups, and handoffs depend on people remembering them.
Your agency management system does not fit how your agency actually works.
Reporting means exporting data from several places and stitching it together.
A custom platform exists, but the developer who built it has moved on.

WHY CHOOSE STACKWORX

We have built an insurance CRM

EzyAgent is a CRM for US insurance agents we engineered on Ruby on Rails and Vue.js. We bring that experience, and 10+ years of Rails in production, to your agency's software.

Understand the agency first

We map how your agency runs: who owns which client, how policies move, where handoffs break. The software is designed around that, not around a generic template.

One system, modular inside

HR, brokers, clients, policies, and accounts live in one platform, built as modules so the agency can add what it needs as it grows.

Long-term ownership

After launch we stay on as the team that maintains, monitors, and extends the platform, so it keeps up with the agency instead of falling behind.

WHAT WE BUILD

Software for the way your agency works

01Core

Agency management platform

A central system for employees, brokers, clients, policies, and accounts, replacing scattered tools and spreadsheets.

Agency management
Policy records
Role-based access

Insurance CRM

Client and broker records, activity, and follow-ups in one place, tied to the policies and accounts they belong to.

Workflow automation

Automated tasks and processes for the repetitive steps that currently depend on someone remembering them.

HR and team management

Employee and broker management inside the same platform as the clients and policies they work on.

Integrations

API connections to the carriers, tools, and data sources your agency already relies on.

Takeover and maintenance

Already have a custom agency platform? We take it over, stabilize it, and keep it maintained.

32M+
Transactions processed
20,000+
Agents on our platforms
20+
Long-term partnerships
10+ yrs
In production

Proof · EzyAgent

A CRM built for US insurance agents.

EzyAgent is a CRM for US insurance agents that brings clients, policies, follow-ups, and communication into one system. Twilio calling and SMS, Stripe billing, and AI features are built in, so agents work leads and renewals without switching tools. Built with Ruby on Rails, Vue.js, and API integrations.

Book a Discovery Call

HOW IT WORKS

From scattered tools to one agency platform.

01
Discovery call
A 45-minute call on how your agency runs today and where the current tools fall short.
02
Map the workflows
We map roles, client and policy data, and handoffs, and agree on what to build first.
03
Build in increments
Working modules shipped in small, reviewable increments, so the team can use and steer them early.
04
Own it
We maintain and extend the platform long-term as the agency grows.

WHAT CLIENTS SAY

Partners, not vendors

Farooq is an exceptional engineer and a pleasure to work with!

Upwork client

Ruby on Rails Engineer contract, 2022-2023

Verified on Upwork

RELATED GUIDES

FAQS

Frequently asked questions

Do you build custom insurance agency management software?

Yes. We build and maintain custom platforms that bring employees, brokers, clients, policies, and accounts into one system, with the agency's own workflows automated inside it.

Can you build an insurance CRM?

Yes. Client and broker records, activity, and follow-ups in one place, tied to the policies and accounts they belong to.

Have you built insurance agency software before?

Yes. EzyAgent is a CRM for US insurance agents that brings clients, policies, follow-ups, and communication into one system, built with Ruby on Rails, Vue.js, and API integrations.

Can you take over an existing agency platform?

Yes. If a custom agency platform exists but the developer who built it has moved on, we take it over, stabilize it, and keep it maintained.

What does insurance agency software development include?

It depends on what your agency needs first. Typical modules are an agency management platform for employees, brokers, clients, policies, and accounts; an insurance CRM for follow-ups; workflow automation for renewals and handoffs; HR and team management; and API integrations with the carriers, tools, and data sources your agency already relies on.

Have you built software for a larger insurance agency?

Yes. Next Agency is an enterprise insurance agency management platform that centralizes HR, employee, broker, client, policy, and account management within a single system, with a modular architecture that supports the diverse operational needs of growing insurance agencies.

Planning software for your insurance agency? Let's map it together.

Book a 45-minute Systems Discovery Call. You leave with a clear picture of what to build first for your agency, whether you hire us or not.

Book a Discovery Call

Insurance agency software development, built and maintained by one team.

Get an agency platform plan

Your agency runs on tools that do not talk to each other.