One engine for every agency you acquire.
Built once for your platform, then run on each new acquisition. It works from the exports your systems already produce and hands your team an import file in your own layout.
What goes in
The agency’s AMS export
Clients, policies, coverages and dates, from whatever system or spreadsheet the acquired agency ran.
Carrier commission statements
Each carrier’s statement in its own layout.
Producer data
Producer codes, splits and books of business.
Your standard
The format, codes and fields your platform already uses, so the output matches the rest of your book.
What it checks
Duplicates
The same client or policy entered twice, under two spellings.
Missing fields
Rows your platform cannot import without a value someone has to supply.
Producers that do not line up
Policies with no producer, and producer codes with no match on your roster.
Carrier codes you do not use
The old agency’s code for a carrier, matched to yours where it is known and flagged where it is not.
Commission lines that do not match
Statement lines that differ from the revenue you expected for that policy, and lines for policies missing from the export.
Agency data conversion in detail · Commission reconciliation in detail
What comes out
An import file in your layout
Ready for your conversion team to load through your platform’s own import path.
An error report
Every flagged row with the reason, so a person can work through it in order.
A cross-agency dashboard
Revenue, retention and new business by agency and by producer, with the new agency beside the rest.
A template for the next one
The mapping for each source layout is kept, so the next agency on the same system starts from it.
Next to your conversion vendor
Your conversion vendor moves the book into one system. The engine gives you the view across every agency while that is happening, reconciles the commissions, and hands your team the error report.
If a buyer asked tomorrow for commission revenue, retention and new business by agency and by producer, reconciled to the carrier statements, how long would it take to produce? What exit buyers ask for
Watch it run
A fictional PE-backed brokerage platform, Harborline Insurance Partners, and the three agencies it just bought. All data is fictional.
The full walkthrough
Dashboard by agency and producer, the onboarding board, a new agency’s exports mapped and checked, an approval with its audit trail, and what the acquired agency’s own staff can see. About 3 minutes, captioned, no sound.
The 60-second version
The same run, cut to the main steps.
How it connects, and your data
Exports in, your own import paths out. The engine does not depend on any software vendor’s API, and your conversion team keeps every decision and does the final import.
The diagnostic runs on one recent acquisition or on a de-identified sample, without access to your live systems. Demos use fictional data only. A production build runs in accounts your company owns, with written data-handling terms. Security and data handling
Loadbearing is one builder: me. I build with AI engineering tools and review everything before it ships. That is why the first step is a fixed fee on one acquisition, judged on a working output.
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