EasySignupForm: A Secure, Multi-Tenant Medicare Enrollment Platform

EasySignupForm (ESUF) is a full-stack project I built to help Medicare beneficiaries complete complex enrollment flows with confidence, while giving insurance agencies a scalable, white-labeled experience. It combines a polished React frontend with a FastAPI backend, supports multi-tenant branding, and keeps privacy at the center of every workflow.

If you are a hiring manager, this project is a clear snapshot of how I build production-grade systems: user-centered workflows, strict security boundaries, and infrastructure that scales cleanly across tenants.

Demo

Here is a short walkthrough video:

EasySignupForm demo video

What It Does

EasySignupForm guides users through a multi-step Medicare enrollment process, from document scanning to plan selection and final submission. The platform is designed to reduce friction for seniors while giving agencies reliable workflows, analytics, and branding controls.

Highlights

Multi-tenant agent branding with tenant-aware theming and custom UI assets.
Workflow orchestration using an XState v5 state machine to manage step access, validation, and progression.
Secure session handling for enrollment links and cross-device handoff (desktop to mobile) without exposing sensitive session data.
Chrome extension integration that supports automated form fill and progress sync.
HIPAA-aware architecture with encryption in transit, memory-only session tokens, and tight access boundaries.

Architecture Snapshot

The system is split into two primary services:

Frontend (EasySignupForm): React + TypeScript UI, XState workflow engine, Zustand state, tenant branding, and form validation.
Backend (FormHelper): FastAPI service handling authentication, session orchestration, branding APIs, analytics endpoints, and AI-powered document processing.

This separation keeps user experience fast and focused while the backend remains modular, secure, and deployable across different GoHighLevel app types.

Technical Decisions That Matter

Multi-tenant theming: Tenant branding is fetched per agent and applied as a theme layer, allowing full white-label experiences with minimal front-end branching.
State-machine workflow: A centralized workflow machine replaces scattered hooks, preventing invalid step access and reducing logic drift across pages.
Cross-device scanning: QR code transfer uses short-lived, single-use codes and Server-Sent Events (SSE) for real-time progress updates.
Performance: Redis caching cuts branding lookups from ~170ms to ~62ms, improving perceived speed for every session.

Tech Stack

Frontend: React, TypeScript, XState v5, Zustand, Mantine UI
Backend: FastAPI, SQLModel, PostgreSQL, Redis, Auth0, Supabase
Infra + Security: OAuth2, JWT, SSE, HIPAA-focused data handling

Why I Built It

Enrollment flows can be overwhelming for seniors, and agencies need a system that can scale across hundreds of branded experiences without compromising security. EasySignupForm is my answer to that problem: build a calm, guided interface for the user, and a robust, extensible backend for the agency.

If you want to discuss the project or the engineering behind it, I am happy to share more.