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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.