Problem

Medicare insurance sales require complex lead management, enrollment tracking, and commission calculations with strict regulatory compliance. Traditional CRM systems lack specialized features for Medicare-specific workflows, including enrollment periods, plan comparisons, and agent commission structures. Insurance agents needed real-time communication tools integrated directly within their workflow.

Approach

• Built a production-ready Flask CRM with modular Blueprint architecture specifically designed for Medicare insurance workflows.
• Implemented real-time communication features with Socket.IO for live updates and Twilio WebRTC for browser-based calling.
• Developed a sophisticated commission calculation engine with flexible rule-based system supporting multi-tier agent structures.
• Created comprehensive audit trails and reporting systems for regulatory compliance and HIPAA requirements.
• Integrated background job processing using Redis Queue for complex calculations and automated workflows.
• Deployed using containerized architecture with Docker for consistent environments and scalability.

Results

• 70% reduction in manual data entry through automated lead import and intelligent field mapping.
• 50% improvement in follow-up response times with integrated task management and real-time notifications.
• Complete audit compliance with comprehensive tracking for Medicare enrollment regulations.
• Eliminated separate phone systems by integrating Twilio VoIP calling directly in the application.
• Real-time collaboration enabled across sales teams with Socket.IO notifications and updates.

Tech Stack

• Backend: Flask 3.0.2, PostgreSQL, SQLAlchemy ORM, Redis with RQ
• Real-time: Socket.IO with gevent, WebSocket support
• Frontend: Jinja2, Bootstrap 5, JavaScript ES6+, ApexCharts, DataTables
• APIs: Twilio SDK (VoIP/SMS), MailerSend, DigitalOcean Spaces
• Infrastructure: Docker, uWSGI, Nginx, Highlight.io monitoring
• Security: Flask-Talisman, CSRF protection, Werkzeug password hashing