> ## 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.

# FAQ

> Frequently asked questions about InsureStack

## General Questions

<AccordionGroup>
  <Accordion icon="circle-question" title="What is InsureStack?">
    InsureStack is an AI-powered automation platform designed specifically for insurance brokerages. It streamlines insurance operations by automating quoting, policy analysis, commission management, and submission workflows.

    [Learn more about InsureStack](/index)
  </Accordion>

  <Accordion icon="circle-question" title="Is InsureStack cloud-based?">
    Yes. InsureStack is fully hosted and cloud-based. Access it at [app.insurestack.ai](https://app.insurestack.ai) from any browser. No installation or downloads required.
  </Accordion>

  <Accordion icon="circle-question" title="Can I use InsureStack on mobile devices?">
    InsureStack is optimized for desktop browsers. Mobile support is functional but limited. We recommend using a desktop or laptop for the best experience.

    Mobile optimization is planned for future updates.
  </Accordion>

  <Accordion icon="circle-question" title="Is my data secure?">
    Yes. All data is encrypted in transit (TLS/SSL) and at rest. Integration credentials are encrypted separately with additional security layers.

    InsureStack follows industry-standard security practices and is compliant with data protection regulations.
  </Accordion>

  <Accordion icon="circle-question" title="Can I export my data?">
    Yes. You can:

    * Export policy comparisons to Excel
    * Export commission data to Excel
    * Request full data exports from support
    * Use the API for programmatic data export (Enterprise only)

    Contact support for bulk data export requests.
  </Accordion>
</AccordionGroup>

## Features & Capabilities

<AccordionGroup>
  <Accordion icon="circle-question" title="How many carriers does InsureStack support?">
    InsureStack currently integrates with **30+ carriers** across:

    * Commercial Auto
    * BOP (Business Owners' Policy)
    * WC (Workers' Compensation)
    * GL (General Liability)
    * Trucking
    * Professional Liability

    More carriers are added regularly. Enterprise clients can request specific carriers to be prioritized.

    [Learn more about quoting](/features/quoting)
  </Accordion>

  <Accordion icon="circle-question" title="What file formats does InsureStack accept?">
    * **Policies:** PDF only
    * **Commission statements:** PDF, Excel (.xlsx, .xls), CSV
    * **Submission documents:** Various formats (PDF, Word, Excel)

    For best results, use native digital files rather than scanned images.
  </Accordion>

  <Accordion icon="circle-question" title="What is the maximum number of policies I can compare?">
    There is no hard limit on the number of policies you can compare side by side.

    However, we recommend **comparing no more than 4 policies at a time** for best readability and user experience.

    [Learn more about policy comparison](/features/policies-advanced)
  </Accordion>

  <Accordion icon="circle-question" title="Can I customize proposal templates?">
    Yes. Upload a sample proposal with your logo, colors, and layout. InsureStack will extract your styling and use it for all future proposals.

    This is a one-time setup that saves hours of manual formatting.

    [Learn more about proposals](/features/policies-advanced#generate-proposal)
  </Accordion>
</AccordionGroup>

## Billing & Plans

For billing-specific questions, see our [Billing FAQ](/billing/faq).

<AccordionGroup>
  <Accordion icon="circle-question" title="Do I need a credit card to start?">
    No. You can start with the **Pay as you Go plan** (10 free credits/month) without entering any payment information.

    Payment is only required when upgrading to a paid plan or purchasing additional credits.
  </Accordion>

  <Accordion icon="circle-question" title="Can I cancel anytime?">
    Yes. You can cancel your subscription at any time from Settings → Billing. You'll retain access until the end of your current billing period, then drop to Pay as you Go (10 free credits/month).

    [Learn more about cancellations](/billing/plan-changes#cancellations)
  </Accordion>

  <Accordion icon="circle-question" title="What's the difference between plans?">
    Plans differ primarily in **monthly credit allocations**:

    * **Pay as you Go:** 10 free credits
    * **Plus:** 40 credits for \$20/month
    * **Pro:** 360 credits for \$200/month
    * **Team:** 2,010 credits + unlimited team members for \$999/month
    * **Enterprise:** Unlimited credits + integrations, custom pricing

    [Compare plans in detail](/billing/plans)
  </Accordion>
</AccordionGroup>

## Team & Collaboration

<AccordionGroup>
  <Accordion icon="circle-question" title="Can I invite team members?">
    Team member invitations are available on **Team Plan (\$999/month)** and **Enterprise** only.

    Free, Plus, and Pro plans are single-user.

    [Learn about inviting team members](/team/invite-members)
  </Accordion>

  <Accordion icon="circle-question" title="How do permissions work?">
    You can grant or revoke access to specific modules for each team member:

    * Submissions
    * Quoting
    * Policies
    * Commissions
    * Integrations (Enterprise)
    * Invite Members

    Permissions are all-or-nothing per module (no view-only or edit-only).

    [Learn about permissions](/team/permissions)
  </Accordion>

  <Accordion icon="circle-question" title="Do team members share the same credit pool?">
    Yes. All team members draw from the organization's shared credit pool. Credits are organization-level, not user-specific.

    You cannot track which team member used which credits.
  </Accordion>
</AccordionGroup>

## Technical Questions

<AccordionGroup>
  <Accordion icon="circle-question" title="What browsers are supported?">
    InsureStack works best on:

    * **Google Chrome** (recommended)
    * **Firefox**
    * **Safari**
    * **Microsoft Edge**

    Use the latest version of your browser for best performance.
  </Accordion>

  <Accordion icon="circle-question" title="Do you have an API?">
    Yes, but API access is available **only for Enterprise plans**.

    The API allows you to:

    * Programmatically upload policies and request quotes
    * Extract data for integration with your systems
    * Build custom workflows and automations
  </Accordion>

  <Accordion icon="circle-question" title="Can I integrate InsureStack with my AMS or CRM?">
    Yes, via the **Enterprise plan**.

    Enterprise customers get:

    * Custom integrations with AMS systems (AMS360, Applied Epic, HawkSoft, etc.)
    * CRM integrations (Salesforce, HubSpot, etc.)
    * Accounting software sync (QuickBooks, Xero, etc.)
    * API access for custom integrations

    [Contact us about Enterprise](mailto:support@insurestack.ai)
  </Accordion>

  <Accordion icon="circle-question" title="How does AI extraction work?">
    InsureStack uses advanced AI models to:

    1. Read policy PDFs and extract key information (limits, deductibles, premiums, exclusions, etc.)
    2. Parse commission statements to structure financial data
    3. Fill out carrier quote forms automatically from your documents
    4. Identify coverage differences and gaps ("wedges") between policies

    Extraction accuracy is high but always review critical details manually before sharing with clients.
  </Accordion>
</AccordionGroup>

## Support & Resources

<AccordionGroup>
  <Accordion icon="circle-question" title="How do I get support?">
    Support options depend on your plan:

    * **Pay as you Go:** Community support (48-72 hour response)
    * **Plus/Pro:** Email support (24 hour response)
    * **Team:** Priority email support + dedicated account manager (12 hour response)
    * **Enterprise:** Dedicated support team with SLA guarantees (4 hour response)

    Submit tickets via the Support link in the sidebar or email [support@insurestack.ai](mailto:support@insurestack.ai).
  </Accordion>

  <Accordion icon="circle-question" title="Where can I learn more about features?">
    Explore our documentation:

    * [Submissions](/features/submissions)
    * [Quoting](/features/quoting)
    * [Policy Management](/features/policies-overview)
    * [Commissions](/features/commissions)
    * [Best Practices](/support/best-practices)
  </Accordion>

  <Accordion icon="circle-question" title="Do you offer training?">
    * **All plans:** Self-service documentation and guides
    * **Team plan:** Onboarding call with account manager
    * **Enterprise:** White-glove onboarding with dedicated training sessions for your entire team

    We also have video tutorials and guides available in the platform.
  </Accordion>
</AccordionGroup>

## Feature Requests & Feedback

<AccordionGroup>
  <Accordion icon="circle-question" title="Can I request new features?">
    Yes! We welcome feature requests. Submit them via:

    * Support tickets in the platform
    * Email to [support@insurestack.ai](mailto:support@insurestack.ai)
    * Direct communication with your account manager (Team/Enterprise)

    Enterprise clients get priority for feature requests and can influence our roadmap.
  </Accordion>

  <Accordion icon="circle-question" title="Can I request a new carrier to be added?">
    Yes. Submit carrier requests via support. Enterprise clients can request specific carriers to be prioritized for integration.

    We continuously add new carrier integrations based on customer demand.
  </Accordion>

  <Accordion icon="circle-question" title="How often are new features released?">
    We release updates regularly:

    * **Bug fixes:** As needed
    * **Minor features:** Monthly
    * **Major features:** Quarterly

    Enterprise customers get early access to beta features.
  </Accordion>
</AccordionGroup>

## Still Have Questions?

<Card title="Contact Support" icon="life-ring" href="mailto:support@insurestack.ai" horizontal>
  Email us at [support@insurestack.ai](mailto:support@insurestack.ai) for personalized assistance
</Card>

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    Solutions to common issues
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  <Card title="Billing FAQ" icon="credit-card" href="/billing/faq">
    Billing-specific questions
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</CardGroup>