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Health InsurTech B2B SaaS Multi-Tenant Platform Workflow Automation

MediMe · Health Insurance Comparison Platform

A B2B SaaS platform built for Israeli health insurance agencies — automating policy appendix management and structured comparison to turn hours of manual document review into a fully tracked, auditable digital workflow.

100+
Policy appendices in the knowledge base
4 Stages
Automated comparison workflow lifecycle
2 Apps
Role-isolated Angular portals per agency
The Challenge

Health insurance in Israel is
structurally complex.

Israeli health insurance agencies manage hundreds of clients, each holding policies from Maccabi, Meuhedet, Clalit, or multiple providers simultaneously. Every policy can include several supplemental appendices — Nispachim — each defining a specific set of benefit clauses and exclusions. For an agency advisor, determining whether a client is well-covered means cross-referencing dense policy documents across companies, reform eras, and product versions. Manually — every time.

Three structural problems made this unscalable. First, all policy data lived in the agency's Novidea CRM — a Salesforce-based system — but was entirely disconnected from any comparative entitlement database. Agents had no tool to answer the most fundamental question: is this client under-covered relative to what is available today? Second, major regulatory reforms in 2016 and 2023 changed the product landscape entirely, making historical comparisons error-prone without a system that understood reform boundaries. Third, as agencies grew, performing consistent, documented comparisons for every client became operationally unsustainable without automation.

The client came to quickdev with a clear problem: too much advisory knowledge trapped in documents and spreadsheets, too little visibility into client coverage positions, and no auditable record of the comparisons their agents were making on behalf of customers.

"Our agents were cross-referencing dense policy documents from three different insurers for every client review. There was no way to know if a customer was under-covered without doing it entirely by hand."

One platform. Every policy,
every comparison — automated.

quickdev joined the MediMe development team as an augmentation partner, brought in to close two specific gaps in the platform: structured PDF report generation and a set of UI refinements across the advisor-facing workflow.

The reporting work centred on the platform's comparison output — transforming a completed four-stage advisory session into a professional, downloadable PDF report. quickdev designed and implemented this export layer using html2pdf.js, producing structured, branded reports directly from the Angular frontend without introducing a server-side rendering dependency.

Alongside reporting, quickdev addressed a backlog of UI inconsistencies in the advisor portal — tightening Angular Material component behaviour, improving form state feedback across the comparison workflow stages, and resolving interaction edge cases that had accumulated as the platform scaled to serve multiple agencies.

  • Automated Novidea CRM sync via AWS Lambda — CloudWatch-scheduled, incremental, with unknown-appendix email alerting
  • Normalized policy knowledge base — 100+ Nispachim across all major Israeli insurers, tagged by reform era (pre-2016 · 2016 · 2023) with official terms links
  • 4-stage comparison workflow engine with full status lifecycle tracking per customer (WaitingForPolicyFile → UploadingNispachim → CreatingZakauiot → Completed)
  • On-demand PDF comparison report generation via html2pdf.js
  • Multi-tenant Angular web application with NgRx state management and Angular Material
  • Role-based access control — agency agents see only their own clients; platform admins have full cross-agency visibility
  • AWS S3 file storage for uploaded policy documents and entitlement screenshots
  • Full comparison history per customer, per agency — complete audit trail of every recommendation
Technology Stack

Built on .NET 8 and Angular.

Frontend
Angular TypeScript NgRx Angular Material html2pdf.js
Backend
C# / .NET 8 ASP.NET Core Entity Framework Core PostgreSQL REST API
Cloud & Automation
AWS Lambda AWS S3 AWS CloudWatch Salesforce API (Novidea CRM)
The Outcome

From manual review
to structured workflow.

100%
Manual comparison process eliminated
4
Automated stages per comparison
0
Cross-tenant data access incidents

We approached quickdev to solve a real UI challenge for us: presenting complex, multi-dimensional data in a way that was clear, easy to read, and simple to navigate. It was something we had struggled to resolve for a long time. quickdev solved it quickly, elegantly, and with a level of clarity that made an immediate difference to the product.

Nachum Asher · MediMe, VP Product
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