Insurance
Independent insurance agencies run complex operations on fragmented data. We build the unified intelligence layer — and stay to build everything that follows.
The average independent agency runs on 4–7 incompatible systems.
Discrepancies between carrier-reported and internally recorded commission are common and invisible without reconciliation.
Agents make decisions without seeing the full customer history across every system.
The platforms handling policy and customer data often have security postures the agency never verified.
Unified Operations Platform
Five platforms, one operational picture in 12 weeks. Real-time dashboard for leadership, unified agent workflow, commission tracking against raw carrier data.
- →5 sources unified
- →12 weeks to live
- →Ongoing
Vendor Security Assessment
Authorized security assessment of operations platform vendor. 29 vulnerabilities, 9 critical, $14-18M in regulatory exposure.
- →29 findings
- →1,890+ at risk
- →Expanded engagement
The commission reconciliation conversation.
Every insurance agency we've worked with discovered commission discrepancies they didn't know existed after the first policy-level reconciliation against raw carrier data. The discrepancies were always there. They just weren't visible. We make them visible — and actionable.
Start a conversation