M3 Insurance Tech Stack

Independent insurance broker with risk management and employee benefits focus

Insurance Madison, WI 201–500 employees Founded 1968 Privately Held

M3 Insurance runs a tech stack spanning Salesforce, Epic Systems, and a full data pipeline (Snowflake, Redshift, Airflow, Dagster) alongside machine-learning libraries (TensorFlow, PyTorch, scikit-learn), suggesting internal analytics and risk modeling beyond typical broker operations. Sales-driven hiring (8 of 18 open roles) paired with orchestration and ML tooling indicates aggressive scaling of lead generation and underwriting automation, while active projects around workflow automation and renewal processes reveal a push to streamline operations that have historically been manual and relationship-dependent.

Tech Stack 28 technologies

Core StackSalesforce Epic Systems JavaScript Python React Angular Vue Pandas NumPy scikit-learn TensorFlow PyTorch Snowflake AWS RDS Redshift Scala Java Dagster Apache Airflow Prefect Docker Kubernetes AWS Concur Matplotlib AWS ECR

What M3 Insurance Is Building

◆Challenges

Optimizing book of business for growth and profitability
Streamlining sales procedures
Generating new business leads
Retaining existing clients
Complex product delivery in enterprise environments
Improving service quality and operational efficiency
Navigating evolving employee benefits landscape
Coverage optimization
Process improvement opportunities in accounting workflows
Navigating evolving commercial insurance landscape

▲Active Projects

Workflow procedures and compliance standards
New business lead generation
Targeted communication strategies
Client and carrier relationship facilitation
Renewal process
New business placements
Automate electronic mail process
Travel coordination support
Fleet vehicle maintenance tracking

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Sales

Ops

Digital

Finance

Operations

Support

Seniority

Mid

Junior

Manager

Senior

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About M3 Insurance

M3 Insurance is a private, independent insurance broker and risk management firm headquartered in Madison, Wisconsin, with 201–500 employees. The firm serves mid-market and enterprise clients across employee benefits, property & casualty, workers' compensation, and personal lines, positioning itself as a high-touch advisor with institutional-grade resources. Core service areas include risk management consulting, insurance placement, employer-sponsored benefits administration, and executive benefits planning. The company operates across multiple carrier relationships and manages complex product delivery in enterprise environments, competing on both service quality and operational speed.

HeadquartersMadison, WI

Company Size201–500 employees

Founded1968

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does M3 Insurance use?

M3 runs Salesforce for CRM, Epic Systems for client data, Snowflake and Redshift for analytics, and orchestration tools (Airflow, Dagster). The stack also includes machine-learning libraries (TensorFlow, PyTorch, scikit-learn) and cloud infrastructure on AWS.

What is M3 Insurance working on?

Active projects include workflow automation, new business lead generation, renewal process optimization, carrier relationship management, and email automation. Pain points center on lead generation, client retention, operational efficiency, and adapting to evolving benefits and commercial insurance landscapes.

How this profile is built

M3 Insurance's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.