# Stoa > Seguro sem segredo \-\- insurance brokerage management for small and medium brokers in Brazil ## At a glance | Field | Value | | --- | --- | | Category | Distribution & Sales | | Type | Solutions Provider | | Region | LATAM | | Headquarters | Belo Horizonte, Minas Gerais, Brazil | | Founded | 2021 | | Stage | Growth | | Employees | 11-50 | | Funding | Series A | ## Overview Stoa is a broker management and enablement platform serving small and medium insurance brokers in Brazil. The company provides end-to-end operational support covering customer acquisition, sales processes, post-sale servicing, claims coordination, and back-office administration through a unified SaaS platform. The platform combines client management tools, a training content library, community networking, and dedicated sales support organized by insurance product line. Brokers access centralized policy data, commission tracking, and renewal management while delegating operational tasks to Stoa's back-office team. The company currently works with more than 500 broker partners and manages over 25,000 active policies across 15+ partner insurance carriers. Founded in 2021 by Eduardo Marcellini and Luiz Sampaio, Stoa raised R$2 million through equity crowdfunding on EqSeed in 2025, attracting more than 120 investors with the round oversubscribed by 25%. The company operates from four offices in Brazil -- Belo Horizonte, Campinas, Curitiba, and Florianopolis. ## Products & services ### Stoa Digital 360deg \(Client Management Platform\) Unified platform providing brokers with centralized access to client records, proposal generation tools, commission tracking, and performance analytics. **Key features:** - Centralized client data management - Proposal generation and pipeline tracking - Commission and renewal monitoring dashboards *Target users:* Independent insurance brokers and small brokerage firms ### Stoa Backoffice \(Post\-Sale Operations\) Managed back-office service handling post-sale administration, receivables tracking, renewal management, claims coordination, and compliance tasks on behalf of broker partners. **Key features:** - Delegated post\-sale administration - Receivables and renewal management - Claims coordination support *Target users:* Brokers looking to reduce administrative overhead ### Stoa Educacao \(Training & Education\) Content library with over 1,000 hours of training materials covering product knowledge, sales techniques, and platform usage for broker teams. **Key features:** - 1,000\+ hours of structured training content - Product\-specific learning paths - Platform onboarding modules *Target users:* Broker teams and individual agents ### Stoa Connect \(Community & Networking\) Digital community platform for brokers to share best practices, collaborate on business development, and access peer knowledge. **Key features:** - Peer networking and knowledge sharing - Best practices community - Business development collaboration *Target users:* Broker professionals across the Stoa network ### Central de Atendimento \(Customer Service\) Dual-layer customer service model combining digital self-service tools with human support specialists for complex policyholder issues. **Key features:** - Digital self\-service tools for common requests - Human support escalation for complex cases - Dual\-layer service model *Target users:* End policyholders served by Stoa's broker partners ### Mentoria Especializada \(Executive Coaching\) Personalized coaching and strategic guidance for broker leadership, including customized action plans. **Key features:** - Personalized action plans - Executive coaching sessions - Strategic business guidance *Target users:* Broker principals and agency owners ## Category & focus - Subcategories: Agency Management, Broker Enablement, Back\-Office Operations - Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial, Health - Target customers: Brokers, Agents/Agencies ## Notable customers - 500\+ broker partners - 18,000\+ policyholders served - 25,000\+ active policies under management ## Links - Website: - Directory profile: --- *Last updated: 2026\-06\-25*