Web Application - Healthcare CRM - Custom Software Development
MediPath CRM
A healthcare CRM built so agents stop losing policies to spreadsheets
A custom healthcare CRM that gives Medicare agents one system for appointments, policies, uplines and carrier data instead of a folder of disconnected spreadsheets.
Services
- Web Application Development
- Custom Software
- Healthcare Tech
- UI/UX
- Client
- MediPath CRM
- Year
- 2025
- Outcome area
- Build the Digital
- Delivered by
- AMFLX in-house team
What we delivered
- Requirements mapping across agents, uplines and carriers
- Custom CRM architecture and data model
- Appointment and policy management modules
- Role-based access for agents and admins
- Responsive web application across desktop and mobile
Policy data was scattered across people, not systems.
Medicare agents were tracking appointments, policies, carriers and upline relationships across spreadsheets and personal notes, which meant nothing was visible to the wider team and nothing updated in real time.
The business needed a single system built around how a Medicare agency actually operates — carriers, uplines and compliance-sensitive policy data — not a generic CRM template stretched to fit.
Model the real relationships first, then build the workflow around them.
We mapped how agents, uplines, carriers and appointments actually relate to each other before writing a data model, so the CRM reflects the business rather than forcing the business into a generic schema.
The build was scoped as a web application from day one, so the same system works at a desk or from a phone between appointments.
Domain-first data model
Agents, uplines, carriers and policies modelled around how the agency actually works.
One record, one source of truth
Appointments and policy data live in one place instead of parallel spreadsheets.
Built for the field
A responsive interface agents can use as easily from a phone as a desk.
A CRM shaped around agents, appointments and policies.
We built a custom CRM on React with a Django REST Framework backend and PostgreSQL, giving the team a system that manages agents, appointments, Medicare policies, uplines and insurance carriers from one place.
Role-based views mean an agent sees their own book of business while admins see the full pipeline, and every update is visible to the team the moment it happens rather than at the next spreadsheet sync.
- Custom CRM built on React and Django REST Framework
- Centralised appointment and policy management
- Upline and carrier relationships modelled natively
- Role-based access for agents and administrators
One system the whole team works from.
The agency now runs appointments, policies and carrier relationships from a single CRM instead of reconciling spreadsheets between people.
Because the data model reflects how the business actually operates, new agents and workflows can be added without redesigning the system underneath them.
- Custom CRM delivered and in daily use by the agency
- Appointments, policies and carriers unified in one system
- Role-based access separating agent and admin views
- Responsive interface usable from desktop or mobile
Let's make some noise.
Tell us what you're building. We'll figure out where to take it.
We reply to every brief within three working days