> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insurestack.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get started with InsureStack in 5 minutes

## Get Started in Three Steps

Welcome to InsureStack! This guide will help you create your account, explore the dashboard, and try your first feature.

<Info>
  **What you'll need:**

  * Email address
  * Company/organization name (or select "Personal Account")
</Info>

<Steps>
  <Step title="Create Your Account">
    Navigate to **[app.insurestack.ai](https://app.insurestack.ai)** and click **"Sign Up"**.

    ### Sign Up Process

    1. Enter your **email address** and create a **password**
    2. **Choose your organization name**:
       * Enter a custom organization name (e.g., "Smith Insurance Agency")
       * OR select **"Personal Account"** if you only plan on using InsureStack individually
    3. Complete your profile
    4. You're now logged in with your own organization

    <Tip>
      You'll start with **10 free credits each month** to try the platform - no credit card required!
    </Tip>

    ### Understanding Organizations

    Every user belongs to one organization:

    * Each organization has its own subscription plan and billing
    * Plans and credits are tied to the organization, not individual users
    * Initially, you're on the 'Pay as you Go' plan with 10 free credits monthly
    * You can upgrade or buy more credits anytime from the billing section
  </Step>

  <Step title="Explore the Dashboard">
    After signup, you'll land on the **Dashboard** - your command center.

    ### Quick Action Cards

    Four large action buttons let you jump into key workflows:

    * **Submissions** - Manage submission documents
    * **Generate Quote** - Create new insurance quotes
    * **Check Policies** - Upload and compare policies
    * **Track Commissions** - Upload commission statements

    ### Usage Statistics

    See your monthly activity:

    * Submissions processed
    * Quotes generated
    * Policies uploaded
    * Commission statements analyzed

    ### Recent Activity

    View your most recent actions across all modules with real-time status updates.

    <Tip>
      The dashboard updates automatically - no need to refresh manually!
    </Tip>
  </Step>

  <Step title="Try Your First Feature">
    Ready to see InsureStack in action? Choose a feature to try:

    <CardGroup cols={2}>
      <Card title="Generate a Quote" icon="calculator" href="/features/quoting">
        Request quotes from 30+ carriers automatically
      </Card>

      <Card title="Compare Policies" icon="shield-check" href="/features/policies-overview">
        Upload policies and find coverage gaps
      </Card>

      <Card title="Create Submission" icon="file-lines" href="/features/submissions">
        Build submission packages with AI validation
      </Card>

      <Card title="Track Commissions" icon="chart-line" href="/features/commissions">
        Extract data from commission statements
      </Card>
    </CardGroup>
  </Step>
</Steps>

## Next Steps

<AccordionGroup>
  <Accordion icon="users" title="Invite your team">
    On the **Team Plan**, you can invite colleagues to collaborate. Learn more in [Team Management](/team/invite-members).
  </Accordion>

  <Accordion icon="credit-card" title="Understand credits and billing">
    Every action costs credits. Learn how the credit system works in [Billing Overview](/billing/overview).
  </Accordion>

  <Accordion icon="gear" title="Configure your account">
    Update your profile, payment methods, and organization settings in [Settings](/settings/account).
  </Accordion>

  <Accordion icon="book" title="Learn best practices">
    Maximize your efficiency with tips in [Best Practices](/support/best-practices).
  </Accordion>
</AccordionGroup>

## Need Help?

<Card title="Visit our support resources" icon="life-ring" href="/support/faq">
  Find answers to common questions or contact our team
</Card>