01
Legacy Systems That Feel Like 2005
Most insurance agency management systems were built decades ago. Clunky interfaces, slow search, and limited automation force producers and CSRs to work around the software instead of with it.
Insurance
Insurance Software, Built Your Way
Replace HawkSoft, Applied Epic, and AgencyZoom with an insurance CRM and agency management system your agency owns. AltStack builds custom insurance agency software: policy tracking, automated renewals, commission management, and client portals, delivered in 7 days.
Sound familiar?
The Insurance Software Problem
These are the challenges costing your team time and money every day.
02
No Real CRM for Insurance Agents
Generic CRMs like Salesforce don't understand policies, renewals, or carrier appointments. Insurance-specific CRMs like AgencyZoom are too rigid. Agents end up maintaining spreadsheets alongside their CRM because neither tool fits their actual workflow.
03
Renewal Revenue Leaking Through the Cracks
Without automated renewal tracking and outreach, agencies lose 10–20% of renewable policies annually. Manual follow-ups are inconsistent, and agents discover missed renewals only after the client has already moved to another carrier.
04
Commission Tracking Is a Nightmare
Reconciling carrier commission statements against booked policies is a manual, error-prone process. Agencies leave money on the table when commissions are short-paid or never received, and tracking overrides across producers adds another layer of complexity.
What AltStack Builds for Insurance
Every module custom-built for your workflows. Delivered in 7 days.
Insurance-Native CRM
A CRM built specifically for insurance agents, with policy records, household grouping, carrier tracking, and X-date management. Every client interaction is linked to their policies, not just a generic contact record.
Automated Renewal Pipeline
The system surfaces upcoming renewals 90, 60, and 30 days out, sends personalized outreach to clients, and tracks re-quoting across carriers. Producers see a prioritized pipeline ranked by premium and retention risk.
Commission Tracking & Reconciliation
Import carrier commission statements automatically and match them against booked policies. Flag short-pays, missing commissions, and override discrepancies. Know exactly what your agency is owed at any time.
Policy Management & Certificates
Track all lines of business: personal, commercial, life, health, in one system. Generate certificates of insurance, binders, and policy summaries instantly from stored policy data.
Client Self-Service Portal
Branded portal where clients view policy details, download ID cards, request changes, submit claims, and pay invoices. Reduce inbound calls by 40% while improving the client experience.
Demo Gallery
See What We Build
Interactive previews of custom modules built for your industry.
01
Agency Portal
Policies, renewals, and commission splits in a single dashboard.
02
Claims Pipeline
Intake, processing, and status tracking for every claim type.
03
Policy Signing
E-signature workflows for quotes, binders, and endorsements.
AI-Powered
Built-In AI Agents
Intelligent automation modules that learn your workflows and handle repetitive tasks.
Claims Processing Agent
Reviews claim submissions, validates coverage, and routes for approval.
- Process claims 3x faster
- Flag fraud indicators
- Auto-validate coverage
Policy Renewal Agent
Tracks renewal dates, generates quotes, and manages renewal communications.
- 95% renewal rate tracking
- Auto-generate renewal quotes
- Proactive client outreach
SaaS Tools You'll Replace
One custom platform instead of 4 separate subscriptions.
| Tool | Category | Annual Cost |
|---|---|---|
| Applied Epic | Agency Management System | $18,000/year |
| HawkSoft | Agency Management | $8,400/year |
| AgencyZoom | Insurance CRM | $6,000/year |
| EZLynx | Rating & Management | $7,200/year |
| Total Annual SaaS Spend | $39,600+/yr | |
Results That Speak for Themselves
0%
Reduction in Software Costs
0%
Increase in Renewal Retention
0hrs
Hours to Delivery
0
SaaS Tools Replaced
End-to-end automation
Automated Workflows
Built for how insurance teams actually work — from first touch to final step.
01
Lead to Bound Policy
New leads enter from website forms, referrals, or manual entry. The system assigns the lead to a producer, triggers a quoting workflow, tracks carrier submissions, and converts to a policy record once bound, all with automated status updates and reminders.
02
Automated Renewal Outreach
The system identifies policies expiring in the next 90 days, segments them by premium and risk, sends personalized renewal emails, and creates re-quoting tasks. Producers see a ranked renewal pipeline with one-click outreach.
03
Claims Intake and Tracking
Clients submit first notice of loss through the portal or by phone. CSRs log claims against the policy record, track adjuster assignments and status, and keep clients updated automatically as the claim progresses.
04
Commission Reconciliation
Import commission statements from carriers via CSV or API. The system matches each line to a booked policy, flags discrepancies, calculates producer splits and overrides, and generates payout reports ready for accounting.
“
We tried Applied Epic, HawkSoft, and two other systems. None of them worked the way our producers actually sell. AltStack built us a custom insurance CRM with automated renewal tracking. Our retention rate jumped from 78% to 94% in the first year.
Frequently Asked Questions
Everything you need to know about custom insurance software.
The best CRM for insurance agents is one that understands policies, not just contacts. Generic CRMs like Salesforce require expensive customization to handle policy records, X-dates, carrier tracking, and commission management. Purpose-built insurance CRMs like AgencyZoom are better but still rigid. AltStack builds custom insurance CRM software tailored to your agency's book of business, lines of business, and sales workflow, for a one-time investment instead of monthly per-user fees.
Insurance agency management systems typically cost $100–300 per user per month. Applied Epic starts around $150/user/month for mid-size agencies. Including add-ons for rating, CRM, and client portals, a 10-person agency spends $20,000–$40,000/year on software. AltStack builds a custom unified system for $15,000–$35,000 one-time, eliminating recurring fees entirely.
Yes. AltStack builds integrations with carrier portals, comparative raters, ACORD form generators, IVANS download services, and agency-carrier data exchange protocols. Your custom software connects to the exact carriers and vendors your agency works with, not just the ones a SaaS vendor has pre-built.
Insurance automation systematically surfaces renewals 90 days in advance, segments clients by premium and risk, triggers personalized outreach sequences, and tracks re-quoting activity. Agencies using automated renewal pipelines typically improve retention by 15–25% because no renewal falls through the cracks.
Core insurance agency software features include policy management across all lines, CRM with household grouping, renewal tracking with automated outreach, commission reconciliation, certificate of insurance generation, claims tracking, document management, client self-service portal, and reporting dashboards. AltStack includes all of these in a single custom platform.
Yes. AltStack handles full data migration from Applied Epic, HawkSoft, AMS360, QQCatalyst, and other insurance agency management systems. We export your client records, policy data, commission history, and documents, then map everything into your new system. Most migrations complete within the 7-day build window.
Every AltStack build includes AES-256 encryption at rest, TLS 1.3 in transit, role-based access controls, and full audit logging. Your client PII, policy data, and claims information is protected with SOC 2-aligned security practices. Data lives on your infrastructure — not shared multi-tenant servers.
Ready to Replace Your Insurance SaaS Stack?
Get a custom insurance platform built in 7 days. Full code ownership. No per-seat fees. Ever.