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Our team is here to make sure you get the most out of PolicyStack. Reach out any time.
Email Support
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support@policy-stack.comLive Chat
Chat with us directly from within the PolicyStack app when you're logged in.
Available in-appCommon Topics
Getting Started
New to PolicyStack? Learn how to set up your organization, add entities, and upload your first policies.
Uploading & Processing Documents
How to upload policy documents, what file types we support, and what to do if a document needs reprocessing.
Understanding Your Dashboard
A walkthrough of the dashboard — hero metrics, premium distribution, carrier and broker charts, and the Gantt timeline.
Managing Entities & Users
Adding and removing entities, inviting team members, setting roles, and managing org-level permissions.
Tower Visualization
How the tower view works, what the layers represent, and how excess and umbrella policies connect.
Account & Billing
Managing your account settings, updating payment information, and understanding your plan.