Insurance Producer Platform
End-to-end platform for insurance agents to manage licensing, appointments, and compliance across all 50 states.
Insurance agencies and brokerages operate under state-by-state licensing regimes, with hundreds of producers, carrier appointments, and continuing-education deadlines to keep current across all 50 states.
Insurance agencies and brokerages were tracking producer licensing, carrier appointments, and renewal deadlines across spreadsheets and disconnected systems, creating compliance risk and administrative drag.
We built a centralized SaaS platform that unifies producer management, appointment tracking, and compliance monitoring with automated alerts and audit-ready reporting.
Scaled to 10,000+ concurrent users at peak enrollment with 99.99% uptime across 50+ production releases, reaching $1.5M ARR serving Fortune 15 carriers including Cigna.
Enrollment traffic is seasonal and unforgiving: the platform had to hold 10,000+ concurrent users through peak enrollment windows for Fortune 15 insurance carriers, where an outage is not an inconvenience but missed coverage. And the engagement ran sixteen years, 2009 to 2025, so the platform had to absorb carrier requirement changes, year after year, without a rewrite.
The platform ran as a product, not a project: a 16-person cross-functional team across engineering, QA, sales, and support shipped 50+ production releases while holding 99.99% uptime.
Key results
- Unified licensing and appointment data in one system
- Automated renewal and expiration alerts
- Audit-ready compliance reporting
Technology stack
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