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Stoa

Seguro sem segredo -- insurance brokerage management for small and medium brokers in Brazil

Distribution & Sales Growth Series A
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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

At a Glance

Founded
2021
Headquarters
Belo Horizonte, Minas Gerais, Brazil
Employees
11-50
Funding
Series A

Category & Focus

Category
Distribution & Sales
Subcategories
Agency Management Broker Enablement Back-Office Operations
Insurance Verticals
Life & Annuity P&C Personal P&C Commercial Health
Target Customers
Brokers, Agents/Agencies

Customers

  • 500+ broker partners
  • 18,000+ policyholders served
  • 25,000+ active policies under management

Links

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Last updated: 2026-06-25