Catching license and contracting problems before the case

The problem

Whether an agent was licensed in the client's state and contracted with the carrier was checked by hand, when someone remembered. When it was missed, the problem surfaced late, after the paperwork was already moving.

What I built

• License and contracting details stored on each agent record, by state and by carrier.
• One shared check that every part of the system uses, so the rules are the same everywhere.
• Soft flags instead of hard stops, so a case with a problem is clearly marked but not frozen while it gets fixed.
• Email alerts to the people responsible when a check fails.

What changed

Licensing and contracting gaps show up at the start of a case, when they're easy to fix, not at the end, when they hold up a policy.