This startup provides a digital platform for insurance services that includes personalized risk assessments and policy management tools. It enables individuals and businesses to efficiently manage their insurance portfolios, ensuring financial security and informed decision-making.
Funding
$360K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Insurance brokers often struggle with fragmented client data, inefficient workflows, and limited access to a diverse portfolio of insurance products, hindering their ability to provide tailored solutions and scale their business effectively. Managing back-office tasks, staying updated with training, and offering 24/7 customer support can also be challenging and resource-intensive.
Solution
STOA provides a 360º digital platform designed to empower insurance brokers by centralizing client information, streamlining operations, and optimizing performance. The STOA Connect platform offers a unified view of the client portfolio, simplifying tasks and improving efficiency. STOA also offers white-label customer service, acting as an extension of the broker's team with their branding. STOA Educação provides training and educational resources, while access to a broad portfolio of insurance products from various providers enables brokers to offer customized solutions. STOA also provides sales support, a dedicated back-office team for post-sales tasks, and a 24/7 chatbot for customer support.
Target Audience
The primary target audience consists of insurance brokers seeking to enhance their operational efficiency, expand their product offerings, and improve client management through a comprehensive digital platform and support ecosystem.
Features
- STOA Connect: A digital platform that centralizes client information and streamlines insurance brokerage operations.
- White-label customer service: STOA acts as an internal team for the brokerage, providing customer service under the broker's brand.
- STOA Educação: A training platform that provides educational resources for insurance brokers.
- Access to a comprehensive portfolio of insurance products from multiple providers.
- Sales support: Expert consultants assist with complex sales processes.
- Dedicated back-office team: Manages post-sales tasks, including issuance, customer service, and delinquency control.
- 24/7 customer service: A chatbot provides automated support to clients around the clock.
- Support in claims: A dedicated team assists with claims regulation.