Author name: Szymon Zak

Insurance agency acquisition remains one of the most competitive areas in financial services M&A. Buyers regularly face fierce competition for quality targets. The agencies that do sell often generate multiple offers, creating an environment where preparation determines M&A success. We will walk you through the entire acquisition process – from strategic planning through post-merger integration […]

When organizations migrate data between systems or bring together data from different sources, they face a challenge. The same real-world entities exist as different records with different IDs across each system. A company record AIG Property Casualty with ID AIG104 might need to match with Chartis with ID 121001 – a former brand of AIG.

Insurance brokers waste resources and precious time on inefficient AMS data management. Their data teams spend countless hours in Agency Management Systems (like. Applied Epic and AMS360) limited by a gap in usability affecting throughput. Data administration problems compound silently until they surface at critical moments. A post-M&A Data Conversion project demands weeks of record