Healthcare Insurance

WMPG — Medical Liability
Insurance Platform.

A full-service medical liability independent insurance agency. Complete platform revamp with client portal, form generator, CRM integrations, and payment gateway.

The Challenge

Legacy to Modern Platform.

WMPG needed to transform their limiting WordPress website into a comprehensive custom web application with advanced document management, form generation, and seamless third-party integrations.

Legacy WordPress Site

Existing WordPress website was limiting and required a complete revamp into a custom web application built from scratch.

Document Management

Need for sophisticated file management capabilities to handle insurance documents, policies, and client records.

Form Generation

Requirement for dynamic form generator to create custom insurance application forms and questionnaires.

Multiple Integrations

Need to integrate CRM systems, E-sign platforms, payment gateways, and communication tools seamlessly.

The Solution

Custom Insurance Platform.

We built a comprehensive custom platform using React and Python that provides a modern client portal with form generation, document management, and seamless integrations.

Custom React + Python App

Complete platform rebuild using React for frontend and Python for backend, ensuring scalability and performance.

Client Portal

Dedicated client portal with form generator, document management, and self-service capabilities.

E-Sign Integration

Seamless integration with E-sign platforms for digital document signing and approval workflows.

Payment Gateway

Integrated payment processing for premium collections, policy renewals, and secure transactions.

Capabilities

Key Capabilities.

The WMPG platform delivers a comprehensive suite of tools designed specifically for medical liability insurance management, from client onboarding to policy renewals.

Client Portal
Secure, personalized portal for clients to manage policies and documents.
Form Generator
Dynamic form builder for custom insurance applications and questionnaires.
File Management
Sophisticated document management for policies, claims, and client records.
CRM Integration
Seamless integration with CRM systems for lead management and client tracking.
Architecture

Tech Stack.

A modern, scalable architecture built with proven technologies for reliable insurance platform operations.

FrontendReact
BackendPython
FrameworkDjango
DatabasePostgreSQL
CloudAWS
DesignFigma
Outcomes

Business Impact.

Complete Platform Revamp

Transformed from a limiting WordPress site to a fully custom, scalable web application.

5+ Integrations

Seamlessly connected CRM, E-sign, payment gateway, and communication tools into one unified platform.

Self-Service Client Portal

Empowered clients with 24/7 access to manage policies, documents, and payments independently.

Want Similar Results?

We start every engagement with a 30-minute strategic conversation to assess your readiness and identify the highest-impact opportunities.