Codename — Atlas
Unifying a brokerage network on a single underwriting and renewal spine.
Industry
National Independent Insurance Brokerage Network
Role
Product lead & systems architect
Stack
Summary
At a glance
A multi-tenant CRM and policy lifecycle platform replacing a tangle of spreadsheets, inboxes, and a legacy AMS for an independent brokerage operating across multiple state lines.
The Problem
What the team was up against
- 01
Producers worked out of personal inboxes; renewal pipelines lived in spreadsheets that drifted out of sync with the legacy AMS.
- 02
Cross-state compliance rules were applied inconsistently between branches, exposing the network to E&O risk and lost commissions.
- 03
Leadership had no consolidated view of pipeline health, carrier mix, or producer performance until quarter close.
The Solution
How the platform answers it
- 01
A consolidated lead-to-renewal CRM with carrier-aware quote intake, automated underwriting triage, and a renewals timeline that surfaces accounts 120 days before expiry.
- 02
An AI augment layer that classifies inbound submissions, drafts coverage comparisons, and flags policy gaps for human review before bind.
- 03
Role-scoped dashboards: producers see their book, managers see branches, principals see network-wide carrier exposure and conversion in near real time.
Operational spine — Atlas
Selected screens
Producer pipeline — lead through bind
Underwriting triage queue with AI-suggested carriers
Network-wide carrier exposure dashboard
Impact
−62%
Time from submission to bound policy
+38%
Renewal retention across pilot branches
4→1
Systems collapsed into a single source of truth
100%
Submissions passing compliance pre-check at first review
Technology
Frontend
- React
- TypeScript
- TanStack Query
- Tailwind
Backend
- Node.js
- PostgreSQL
- Row-level security
- Edge functions
AI
- LLM classifier
- Document extraction
- Coverage diff generator
Integrations
- Carrier portals
- Legacy AMS bridge
- Email + calendar