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Azent360
A multi-tenant CRM and commission platform built for insurance agencies to manage client renewals, workflows, and revenue tracking with a compliance mindset.
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Architecture Highlights
System architecture
- Multi-tenant Spring Boot services with tenant-level RBAC.
- Event-driven workflows for renewals and commission notifications.
- Audit-friendly data model with secure storage and reporting layer.
Problem → Solution
Clear outcomes with a compliance mindset.
Insurance agencies struggle with fragmented tools for client management, renewals, and commission tracking, leading to missed revenue and compliance risk.
A centralized, role-aware SaaS platform with CRM, renewals automation, commission reconciliation, and reporting workflows.
Features
- Agency CRM with pipeline, renewals, and task workflows.
- Commission tracking with reconciliation and payout scheduling.
- Role-based access, compliance-ready reporting, and agency dashboards.
- Roadmap for integrations with carrier data feeds.
Tech
Java 17Spring BootSpring SecurityPostgreSQLReactDockerAWS ECS
Impact
- Consolidated agency operations into a single system of record.
- Improved commission transparency and renewal follow-through.
- Designed for scalability as agency portfolios grow.
Screenshots
Screenshots will be added after product updates.