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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