Agency Acquisition Data Migration demo
An acquired agency's book read policy by policy, cleaned, mapped into your system, with open E&O exposures listed before day one. 1:14
What the demo shows
A migration solution for acquirers that cleans and maps a bought agency's book of business.
Six agents read the seller's whole export and its documents, map every field and code onto the buyer's system on one canvas, merge the same client found under different spellings in both books, check each policy against its declarations page, flag renewals with carriers the buyer is not appointed with, and list every inherited E&O exposure with its document; an integration manager decides and signs the day-one load.
Transcript
- Agency Acquisition Data Migration maps a bot agency's book of business into your system.
- Brokers bought over 800 agencies last year, each with its own messy system.
- Seller's fields on the left, buyers on the right.
- Confident mappings are solid.
- Doubtful ones are dashed, renewed, or rewritten.
- Rene approves the mapper's rule.
- The sample policy shows Acme roofing exactly as it will load.
- The matcher found Acme roofing three times in both books with one tax ID.
- One approval and three records become one client card.
- Every inherited exposure is listed before day one, like an umbrella decline by phone.
- The test load ties out to every client, policy, and premium dollar.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.