Eliminate Proposal Forms
Proposal forms slow down conversions — capture the same data through conversations and documents.
Higher conversion and cleaner submissions
Early Risk Screening
Validate disclosures, KYC, and eligibility at sales to avoid underwriting rework.
Better underwriting efficiency
Automated Policy Communications
Automate proposal updates, medical requests, issuance notifications, and renewals.
Improved customer trust and compliance
Insurance Onboarding — AI-driven, No-Form, Compliant
Enable faster policy issuance with zero-form onboarding, automated risk checks, explainable underwriting, and compliant customer communications.
No-Form Proposal Intake
Capture proposer and risk data through conversation, uploads, or integrations — no proposal forms
Instant Risk & KYC Checks
Run eligibility, disclosures, and verification checks at the sales stage
Connected Sales → Underwriting → Policy Servicing
A single audit trail across acquisition, underwriting, issuance, and renewals
Faster issuance, better risk control, compliant workflows
credstack converts sales interactions into underwritable insurance cases with automated checks, AI risk scoring, and audit-ready communication.
How credstack Solves Insurance Onboarding
credstack automates proposal intake, risk checks, underwriting preparation, and customer communications so insurers can scale without increasing risk.
Zero-Form Proposal Capture
Eliminate proposal form friction by extracting data from conversations, documents, and digital channels.
Point-of-Sale Risk Validation
Run KYC, medical disclosures parsing, and eligibility checks before underwriting begins.
Underwriting Acceleration
Auto-filled underwriting packs, configurable rules, and explainable AI decisions for faster issuance.
Automated Compliance & Communication
Trigger compliant customer communications with complete logs for audits and regulatory review.
Download credstack Insurance Onboarding Brief
See how credstack enables zero-form insurance onboarding, automated risk checks, underwriting acceleration, and compliant customer communications.