INSURANCE AGENCY SOFTWARE DEVELOPMENT

Custom insurance agency management software, 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 agency management platform

Next Agency is an enterprise insurance agency management platform we engineered on Ruby on Rails and React. 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 · Next Agency

An enterprise insurance agency management platform.

Next Agency centralizes HR, employee, broker, client, policy, and account management within a single system. Automated tasks and processes streamline complex agency workflows, giving teams better visibility into operations while reducing manual work. Its modular architecture supports the diverse operational needs of growing insurance agencies. Built with Ruby on Rails, React, and API integrations.

Book a Discovery Call

Next Agency insurance agency management platform

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

Before You Get Started

What does Stackworx do?

We build and take ownership of the systems your business runs on: custom Shopify apps, Ruby on Rails platforms, third-party integrations, and practical AI workflows. Most clients come to us when off-the-shelf apps and quick fixes stop scaling.

Do you only build new products, or can you take over an existing system?

Both. A large part of our work is taking over existing Rails and Shopify codebases, stabilizing them, and then extending them. We start with a technical audit so you know exactly what you have before anything changes.

How do you add AI to a business that already has software?

We add AI inside the systems you already run rather than bolting on a separate tool. Typical work includes content generation, document and data extraction, product recommendations, and support automation, shipped as a focused AI Integration Sprint with measurable outcomes.

How do engagements usually start?

Most clients start with a Technical Audit or an AI Integration Sprint. From there we move to an MVP build or a dedicated product team on a monthly retainer, depending on how much ongoing work you have.

Which industries do you work with?

Mostly ecommerce brands on Shopify and SaaS companies in PropTech, InsurTech, and FinTech. Our platforms have processed 32M+ transactions and serve 20,000+ real estate agents.

Where is your team, and how do you work with US clients?

Our senior engineering team is based in Lahore, Pakistan, and we contract with US clients through Stackworx LLC, our Wyoming company. We work across time zones with regular overlap hours, async updates, and long-term ownership of the systems we build.

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

Custom insurance agency management software, built and maintained by one team.

Get an agency platform plan

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