--- title: "Insurance - Stacksync" description: "Sync policy, claims, and customer information securely and in real time to streamline processes and improve client service." canonical: https://www.stacksync.com/industry/insurance last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) Real-time policy & claims sync # Insurance integration platform Connect your policy admin, claims, CRM, and underwriting systems in real time. Stacksync gives carriers, MGAs, and brokers one integration platform, so policies, quotes, and claims flow without overnight batch jobs or brittle middleware. [Book a demo](https://www.stacksync.com/book-a-demo) [Start now](https://app.stacksync.com/) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo The pressure on insurance carriers ## Three integration problems Stacksync was built to solve. Insurance runs on policy admin, claims, billing, and CRM systems built across decades. Real-time, two-way sync across them is the difference between a connected customer experience and a folder of nightly reconciliations. 01 - Policy ### Quotes and policies drift between systems A bind in the PAS should hit the CRM, billing, and downstream reporting in seconds. Without two-way sync, brokers chase status and customers see stale coverage. PAS & QUOTING 02 - Claims ### Claims data lags by hours or days A first notice of loss should reach claims, fraud, and customer-care simultaneously. Today it crawls through SFTP and overnight ETL. FNOL TO SETTLE 03 - Compliance ### Every record has to be traceable NAIC, GDPR, and state regulators want lineage on every transfer. You need typed schemas and replayable history, not a folder of unmonitored interfaces. AUDIT & LINEAGE PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every system in your insurance stack, already mapped. Stacksync ships with native, typed connectors for the policy admin, claims, billing, and CRM systems carriers and brokers actually run. Each one is two-way, schema-aware, and SOC 2 Type II by default. Policy admin 04 - Guidewire PolicyCenter - Duck Creek - Sapiens - EIS Suite Claims 04 - Guidewire ClaimCenter - Duck Creek Claims - Snapsheet - Five Sigma CRM & broker 04 - Salesforce Financial Services - Microsoft Dynamics - HubSpot - Applied Epic Billing & GL 04 - Guidewire BillingCenter - NetSuite - Workday Financials - SAP S/4HANA Data & risk 04 - Verisk - LexisNexis - Persona - Alloy Analytics 04 - Snowflake - Databricks - BigQuery - Tableau Don't see your system? Stacksync's connector framework supports custom integrations for systems with an accessible API. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more CUSTOMER STORIES ## Global enterprises and high-growth teams run on Stacksync. E-Commerce · DTC · Provo, UT ### Black Friday at scale, without losing a single order. Just Ingredients runs a high-volume DTC business on a stack that has to absorb traffic spikes without dropping an order. Stacksync moves orders, customers and inventory between Shopify, NetSuite and the warehouse in real time, even on the heaviest days of the year. | | | | | --- | --- | --- | | Black Friday | survived without incident | Real-time order + inventory sync | | 0 | orders lost | Lossless triggers, replayable end-to-end | [Scale your e-commerce for Black Friday](https://www.stacksync.com/book-a-demo) Renewable Energy · Enterprise · Summit, NJ ### Production data flows across HubSpot, NetSuite and Postgres. Nautilus Solar manages community-solar portfolios with production data flowing across HubSpot, NetSuite and Postgres. Stacksync supports these core integrations following the company's move from Boomi, with additional workflow and EDI requirements managed on the same platform. | | | | | --- | --- | --- | | 3 | core systems connected | HubSpot · NetSuite · Postgres | | Production | integration environment | Expanded beyond legacy iPaaS | [Connect customer, finance and operational data](https://www.stacksync.com/book-a-demo) Interactive Commerce · Media Tech · New York, NY ### Engineers back on the core product. Eko's engineering team was spending sprints on brittle integration plumbing. Stacksync took over the syncs and workflows between their CRM, data warehouse and product app stack, freeing significant engineering capacity for product innovation. | | | | | --- | --- | --- | | 100% | integration ops handed off | CRM, warehouse and product app stack | | Weeks | reclaimed per quarter | Redirected to the product roadmap | [Free your engineers from integration work](https://www.stacksync.com/book-a-demo) Automotive Logistics · Enterprise · St. Louis, MO ### From Heroku Connect to a real-time competitive edge. ACERTUS replaced Heroku Connect with Stacksync's real-time, two-way sync between Salesforce and Postgres. Data integration stopped consuming their best engineers and became infrastructure they could build on, reliably, at scale. | | | | | --- | --- | --- | | Heroku | Connect → Stacksync | Migrated without downtime or data loss | | 24/7 | real-time two-way sync | Salesforce ⇄ Postgres, conflict-resolved | [Replace Heroku Connect with real-time two-way sync](https://www.stacksync.com/book-a-demo) Coffee Hardware · DTC · San Francisco, CA ### A connected stack from the showroom to the warehouse. Fellow ties together its e-commerce, retail and back-office systems with Stacksync. Inventory, orders and customer data move in real time between Shopify, NetSuite and their support tools, so every team works from the same picture. | | | | | --- | --- | --- | | One | source of truth across systems | Shopify ⇄ NetSuite ⇄ support stack | | Days | to roll out new flows | No-code config, version-controlled | [Unify your retail and back-office stack](https://www.stacksync.com/book-a-demo) Common questions ## What insurers ask before they sign. Most insurance integration questions come down to PAS coupling, claims latency, audit trails, and how to coexist with existing iPaaS or ESB middleware. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### What insurance systems does Stacksync support? Stacksync integrates with policy admin systems, claims management, underwriting, CRMs, ERPs, customer portals, and leading insurance SaaS solutions, supporting both legacy and modern infrastructure. ### How does Stacksync accelerate claims and policy processing? By automating data collection, validation, and routing, Stacksync reduces manual intervention, shortens turnaround times, and improves accuracy in claims and policy issuance. ### Can Stacksync help with fraud detection and risk assessment? Yes, Stacksync leverages AI and analytics to analyze claims data, identify fraud patterns, and generate risk reports in real time. ### Is Stacksync secure and compliant for insurance companies? Absolutely, Stacksync is built with enterprise-grade security, supports audit trails, data residency, and complies with insurance industry regulations. ### How quickly can Stacksync be deployed in an insurance environment? With no-code setup and pre-built connectors, Stacksync can be configured and deployed within days, enabling rapid integration and immediate value. ## Your last integration took months. Your next one takes a prompt. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)