Two weeks on one acquisition.
A paid diagnostic for PE-backed brokerage platforms: $7,500, fixed before it starts. The fee is credited toward the build if you sign the build within 14 days of the readout.
What you get
A data map
Every field in the acquired agency’s exports matched to your platform’s standard, with the ones that have no home marked.
An error report
Each row that would not import cleanly, with the reason (missing fields, duplicate clients, producers off your roster, unknown carrier codes), and each commission line that does not match the book.
A working prototype
The conversion and the commission reconciliation running on that agency’s data.
A fixed quote
A fixed price for the bounded build, ready to sign.
What it needs from you
The exports
One acquired agency’s client, policy and producer exports and a few months of carrier statements, or a de-identified sample of them.
Your standard
Your platform’s import layout, carrier codes and producer roster.
Two calls
One to start, with whoever owns integration, and one to walk through the findings.
Your data during the diagnostic
It runs on a de-identified sample or inside your own environment, without access to your live systems. No client data goes into Loadbearing’s own AI tools. How data is handled
After the diagnostic
If you go ahead: one bounded build, from $37,500, paid by milestone, then a fixed fee for each later acquisition. How the three steps work
Book a 20-minute call
Bring your most recent acquisition. We will go through how its book, commission statements and producer data reach your reporting today, and whether a diagnostic is worth it.
Consent is not required to book.
Prefer email? Write to [email protected]. SMS terms