FactoryIndustries / Insurance distribution
Three acquisitions in, and nobody can say how many clients you have.
You have made three acquisitions and still cannot say, in one number, how many clients you have.
You have made three acquisitions and still cannot say, in one number, how many clients you have.
Where the money goes in insurance distribution.
Brokerages and MGAs that have grown by acquisition run two or three agency management systems and a spreadsheet, each holding overlapping books under different spellings. Every cross-sell and retention question rests on a client count nobody trusts. Submissions get routed on habit, quotes go out slower than the competitor's, and renewals are worked in the last two weeks and lost in the first ten.
What the first hour looks like, and the number we would agree.
Entity resolution across two of your systems, labelled by your own operations team, showing the duplicate client count and the cross-sell gap it was hiding.
Bind rate on quoted submissions, or premium retention at renewal on the resolved book.
Both are book-level figures a COO already reports. Resolving the book first makes them true for the first time.
10 plays in the catalogue for this sector.
Each one is built from the same nine patterns and reads the same memory. The first is priced as a pilot. Every one after it runs on a memory that already exists.
- AcquireSubmission triage and appetite matching
- ConvertSubmission to bind conversion
- ConvertQuote turnaround
- RetainRenewal retention
- RetainCross-sell across lines
- RetainLoss run analysis for renewal defence
- ManagementProducer performance and concentration
- ManagementPost-acquisition book integration
- FinanceCommission reconciliation
- OperationsPolicy document extraction
Systems we read in this sector.
Nothing is migrated. A connector that does not exist yet is written during delivery and joins the library.
A number this sector has already moved.
Success story / Insurance distributionThree acquisitions in, they could not say how many clients they had.
Two agency management systems and a spreadsheet held overlapping books, so every retention and cross-sell question rested on a client count nobody trusted.
Read the success story