Martin & Company

The industry leader in full-suite regulatory and compliance solutions for insurance carriers and MGAs.

Compliance & Regulatory Growth PE-Backed

Overview

Martin & Company is a tech-enabled insurance solutions provider serving carriers and managing general agents (MGAs) across property and casualty, life, health, and accident lines of business. Founded in 1993 by Paul P. Martin, the firm has grown into what it describes as the industry leader in full-suite solutions for insurance carriers and MGAs, combining deep consulting expertise with proprietary SaaS platforms for regulatory compliance, state filings, and product development.

In January 2024, the company received a strategic growth investment from Polaris Growth Fund (PGF), a software-focused affiliate of Boston-based Polaris Partners, to accelerate expansion. The company achieved record growth in 2024 and has continued building out its leadership team, hiring Lani Cathey as CEO in early 2026, bringing over 30 years of insurance technology leadership experience from roles at Dyad and Insurity.

Martin & Company processes more than 6,000 state filings annually on behalf of clients and maintains a 90%+ approval success rate across all 50 US states, serving clients in the USD 80 billion insurance program market.

Products & Services

OneView

Cloud-based platform for insurance product lifecycle management and state filings management. An all-in-one solution for secure and searchable record retention across all products and all jurisdictions.

Key Features

State filing submission and tracking across all 50 US states
Insurance product lifecycle management
Secure, searchable record retention for all filings
90%+ approval success rate

Target Users: Insurance carriers and MGAs managing multi-state regulatory filings

MyCircular

Bureau monitoring platform (available at MyCircularActivity.com) that tracks circulars and Department of Insurance bulletins across states.

Key Features

Workflow management for Bureau Circular monitoring
Department of Insurance bulletin tracking
Multi-state coverage
Alert and notification system

Target Users: Compliance teams at carriers and MGAs

FilingsDirect

Insurance filing database with advanced search and retrieval capabilities (available at FilingsDirect.com). One of the largest competitive intelligence databases in the country for Rate, Rule, and Form filings.

Key Features

Countrywide searchable database of rate, rule, and form filings
Competitive intelligence and market analysis
Advanced search and retrieval
Historical filing records

Target Users: Actuaries, product managers, and compliance teams requiring competitive intelligence

Professional Services

Key Features

State Filings: End-to-end regulatory filing submission, tracking, and approval. Specialized expertise in California filings and Workers Compensation programs
Product Development: Full support for bringing new insurance products to market across all lines
Actuarial Consulting: Staffing solutions and actuarial support for carriers
Licensing Services: Multi-jurisdiction producer and company licensing support
Bureau & Statistical Reporting: Data reporting and compliance management
Compliance & Regulatory: Ongoing regulatory compliance management and monitoring

At a Glance

Founded: 1993
Headquarters: Newtown Square, Pennsylvania, USA
Employees: 51-200
Funding: PE-Backed

Category & Focus

Category: Compliance & Regulatory
Subcategories: State Filings Product Development Actuarial Consulting Licensing Bureau Reporting Competitive Intelligence
Insurance Verticals: P&C Personal P&C Commercial Life & Annuity Health Specialty/E&S Workers Compensation
Target Customers: Carriers, MGAs/MGUs