Author name: Szymon Zak

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Data Mapping Tools and Techniques for Enterprise Scale

Data mapping, understood as mapping records and fields between systems is not an easy task. It’s way more than that. This process accompanies post-M&A integration in acquisition-heavy industries as well as reconciliation of data between regional business entities (e.g. independently functioning plants), or third-party sources of data (vendors, suppliers, etc.). It will also be a common […]

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Machine Learning in Entity Resolution: Automating Data Standardization at Scale

Entity resolution fundamentally transforms how organizations handle data matching and standardization. Manual processes and rule-based systems fail to address real-world complexity the more so, the larger the scale. Machine Learning enables automated, adaptive matching that grows more accurate over time. While technology is a part of the equation, you should understand how central to the

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decor - pit stop crew doing their work by a car representing insurance agency acquisition and following AMS data migration work

Insurance Data Migration in Agency Acquisitions – Consolidating Your AMS Policy Data

M&A growth pushes insurance brokers to address system consolidations. Each acquired agency brings its own Agency Management System (Applied Epic, Vertafore AMS360 etc.) with unique data structures, business rules, and years of accumulated records. Policy data is tied to specific writing companies. Some of them have ‘DNU’ or ‘zzz’ prefixes, many of them marked inactive

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