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PolicyAdvisor — Digital Insurance Brokerage Ecosystem

Senior Software Engineer / Frontend Lead · 2021 – 2026

PolicyAdvisor is one of Canada's leading digital insurance brokerage platforms for comparing, purchasing, and managing life, health, disability, and critical illness insurance. As Senior Software Engineer / Frontend Lead at InsureXtech, I led platform modernization, performance engineering, AI integrations, security remediation, and reusable component architecture across PolicyAdvisor Canada, PA-Assist, PA-Call Assist, PA Exchange, Broker Flow, Roost, and MyOrderBooks.

Key Metrics & Outcomes

  • PageSpeed ~35 → 90+; GTmetrix A-grade on production
  • Security vulnerabilities 221 → 0 (100% Critical/High eliminated)
  • AI chatbot cut support queries ~35%; RAG doc intelligence w/ PGVector
  • Python PDF pipeline — 60% manual review time saved
  • 1,299 tests across 98 suites, zero failures post-modernization
  • Vue 2→3, Strapi v3→v4, Gridsome→Handlebars — zero downtime

Project Overview

Situation

PolicyAdvisor needed a scalable frontend architecture and AI capabilities while suffering severe performance issues (PageSpeed <35), 221 security vulnerabilities, and legacy stacks (Vue 2, Strapi v3, Gridsome) across multiple business-critical products.

Task

As Senior Software Engineer / Frontend Lead, own platform modernization end-to-end: framework migrations, performance engineering, security remediation, AI feature integration, and a reusable component system — with zero downtime.

Action

Led Vue 2→3, Strapi v3→v4, and Gridsome→Handlebars migrations on live production; drove PageSpeed from ~35 to 90+ via Cloudflare CDN/WAF, Partytown third-party isolation, Service Workers, critical CSS, and WebP/lazy loading; led security remediation eliminating 221→0 vulnerabilities (Axios 0.18→1.9, Swiper 11→12, Vite, Form-Data, transitive deps); built an OpenAI + Vue.js chatbot, PGVector RAG document intelligence, and a Python LLM pipeline for insurance PDF summarization; shipped PA-Assist, PA-Call Assist, PA Exchange, and multi-tenant Broker Flow; established a V2 component library cutting new-page dev time 50%; integrated Sentry observability.

Result

30–90% page-load improvement across modules; PageSpeed 95+ with optimized Core Web Vitals; bounce rate −40%; API response −60% via GraphQL optimization; 1,299 tests / 98 suites green; ~35% support-query reduction; 20+ broker channels syncing <200ms.

Implementation 2

Situation

The platform required complex insurance workflows with 50+ field forms, real-time sync across 20+ broker channels, WCAG 2.1 AA compliance for financial-services regulation, and multi-tenant theming — without sacrificing performance.

Task

Build systems for complex form validation, real-time WebSocket sync, accessibility compliance, and multi-tenant theming with high code reuse.

Action

Created optimized validation layers with Vuex state management; implemented WebSocket real-time sync; ran accessibility audits to WCAG 2.1 AA; built a dynamic multi-tenant theming engine; enforced SCSS + ESLint code quality; integrated CursorAI/Windsurf/Codex into the team's workflow.

Result

50+ field forms with 0 validation-state errors; real-time sync across 20+ channels <200ms; 100% WCAG 2.1 AA; 15+ major modules on schedule; 40% sprint-velocity boost from AI-assisted development.

Technology Stack

  • Vue.js 3
  • Vuex
  • Strapi v4
  • GraphQL
  • OpenAI API
  • Python
  • PGVector
  • AWS
  • Jenkins
  • Cloudflare
  • Partytown
  • Sentry
  • Vuetify
  • TypeScript
  • Jest