Managed Solutions For Insurance Agencies

Unify your Carrier Statements into beautiful data.

The first and only Enterprise CRM for Insurance Agencies.

The quickest, simplest, and easiest tool for looking up Part D coverage.

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Medicare agencies

Health, Medicare, Life, Annuity, Final Expense, and more.

SyncStack and AgencyStack are the perfect tools for insurance agencies. They make it easy to manage your data and keep your business organized. Work faster and smarter than ever before!

Expect a team of technical professionals completely attuned to the  Insurance industry.


No Tech Employees?

No problem.

Our team of developers and administrators are here for you.

Discover the convenience of fully managed systems - and never need to hire in-house "tech guys" if you don't want to.


The Platform Your Whole Business Will Love

With tools to make every part of your process more human and a support team excited to help you, getting started has never been easier.

World Class Support

We strive to provide the best support, always.

  • Dedicated Slack channels
  • Guaranteed response times
  • White-Glove Onboarding
  • 100% US Based
  • Phone, SMS, and Chat
99% satisfaction rate
<2 hour response time SLA
What did you find most impressive about them?

"Their project management style is very fluid, rather than structured. The world of project management is very black and white, but Rich doesn’t work in that world, which is fine with me. He wants to get the most significant problem out of the way and then will fix the little issues. This is also how I operate, which made the project feel seamless. Rich doesn’t sugarcoat anything; there are no surprises. "
Daniel Austin, Director of Operations @ Healthcare Solutions Direct
What evidence can you share that demonstrates the impact of the engagement?
"Now, we can access more detailed, thorough results about the performance of their sales team. StackBoost is exceptionally client-oriented. They go above-and-beyond to ensure stakeholders are well-informed, and the specialists are invested in delivering high-quality results on time. Their communication was absolutely phenomenal all the way through the process. He communicated every single step of the way in every way you could possibly want.
Tom Hickerson, Owner @ Guardian
What evidence can you share that demonstrates the impact of the engagement?
Our number of leads generated has increased by 300% since we implemented the lead management software. It’s improved efficiency and marketing performance; our stick rate with customers has improved by 10% while also allowing us to handle more calls. We’ve also seen our expenses go down because we would’ve hired two full-time employees without their automated systems."
Michael Seward, Director of Operations @ Medigap Healthcare
What evidence can you share that demonstrates the impact of the engagement?

One thing I think Rich has got going for him is that not only does he do a great job, but he can go from business need to solution without making you deal with any of the technical drama in between. Some of our agents are 60–65 years old and the program he’s made has been the easiest thing for them to use."
Ron Whetstine, Owner @ Licensed Medicare Agents