# Martin & Company

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

## At a glance

| Field | Value |
| --- | --- |
| Category | Compliance & Regulatory |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Newtown Square, Pennsylvania, USA |
| Founded | 1993 |
| Stage | Growth |
| Employees | 51-200 |
| Funding | 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

## Category & focus

- 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

## Links

- Website: <https://www.martincompanyus.com>
- Directory profile: <https://insurtechlist.com/companies/martin-company/>
- About: <https://www.martincompanyus.com/about-us/>
- Linkedin: <https://www.linkedin.com/company/martin-&-company>
- Products: <https://www.martincompanyus.com/software>
- Leadership: <https://www.martincompanyus.com/about-us/leadership/>
- News & events: <https://www.martincompanyus.com/news-events/>
- State filings: <https://www.martincompanyus.com/state-filings/>

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*Last updated: 2026\-06\-03*