Business

Agencies are readily willing to automate sales and marketing, add CRM platforms, and email sequences. These investments make sense because they connect directly to revenue. What gets ignored is the operational infrastructure making everything else possible: data administration in Applied Epic. Because daily data maintenance is not a direct revenue driver, it’s overlooked until it […]

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.