Acquisition integration on official rails — IVANS, Applied Epic, Vertafore, HawkSoft. We reconcile the agency you bought into the platform it has to become.
We've read this register inside a 10-agency personal-lines platform. Each line is a cost that compounds until someone reconciles it.
AMS, CRM, and phones bought separately, integrated never. In Applied Systems' own words: "reporting becomes unreliable, cash flow visibility disappears, and confidence in your numbers erodes." Applied
$0versions of truthQuickBooks, the AMS, and carrier statements each tell a different revenue story — we've seen $500K of unreconciled commission activity at a single 10-agency platform. Benchmark
$0unreconciledWe've watched a 22-person renewal team spend 20–40 minutes remarketing a single policy by hand. You paid for the predicted retention, not the actual one. Benchmark
0per policy, by handSwiss Re's analysis of agency E&O claims found renewal errors rising while new-business errors declined — and 90% of claims are brought by the agency's own customers. IA Magazine
0E&O from own clientsCarrier portal logins, agency codes, IVANS downloads, commission statement access — none of it transfers itself. An agency that can't see cancellation notices can't notify clients. Utica National
0keys that transferAMS extractions can take 3–4 months, mapping often can't start for ~2 months post-close, and manual carrier/code matching runs 15–30% accurate against dirty agency data. RecordLinker
0extraction windowEach pillar ships as named workflows on sanctioned APIs, run beside your process until the numbers foot.
Cut the swivel-chair work out of servicing and renewals, so your team holds the retention you're valued on.
One revenue number that QuickBooks, your AMS, and your carrier statements all agree on — every month.
Compensation is 50–75% of agency revenue. Protect the biggest line with onboarding and licensing that run themselves.
Someone reconciles the books against the AMS and the carrier statements eventually. Better it's you, before the wire.
A standardized Day-1-to-Day-90 runbook that runs identically on every deal — the fifth integrates faster than the first.
Advisors get you to close. We make the deal model true after close — operational diligence in, integration economics out.
Trigger, systems, exception path. This is how we think. Pick a pillar; this is the automation it ships with.
Eight domains, fifty line items, one running total. Nothing is "done" until the count foots to fifty.
We work through each vendor's sanctioned surface, so automations survive upgrades. Two-way where APIs are deep, reconcile where read-only, playbooks where there's no API.
API-led automation is the established pattern in this channel, not an experiment — HawkSoft reports over 38% of its agencies already subscribe to at least one API partner. HawkSoft partner program
We pull ground truth: Ivans Exchange reports for every agency, a commission reconciliation sample, a credential inventory, a tool-sprawl map. You keep the findings either way.
Target-state workflows designed and named: reconciliation pipelines, renewal automation, the Day-1 checklist. Every workflow names its trigger, systems, exception path. You approve before we build.
Built on sanctioned APIs, run beside your old process until the numbers tie out. You see the three-way reconciliation match before we call anything done.
Monthly reconciliation reports, exception queues worked, KPI dashboards leadership can trust — and the same playbook re-run on every new acquisition.
Three inputs, benchmark math, sources linked. This is the capacity your team burns on work the rails already automate — the figure re-foots on every change.
Each carries its own carrier statements, portals, and download setup.
CSRs and account managers who touch portals, downloads, and remarketing daily.
Salary + benefits + overhead, per service hour.
Capacity estimate, not a savings guarantee — it's the ceiling automation works against. Retention lift, E&O exposure, and recovered unreconciled commissions are upside on top. The free audit replaces these benchmarks with your actual Exchange reports.
Outsourcing bills you for every hour the work takes — and the work never gets smaller. The large BPOs sell staffing at scale, so cost grows linearly with your volume. We automate the workflow so the work itself shrinks. Where humans are still needed, you need fewer of them, on better-defined tasks.
No. Rip-and-replace during an acquisition wave is how platforms lose staff and clients at once. Every major AMS now exposes an integration surface — Applied Epic's REST APIs, Vertafore's WSAPI and OData, HawkSoft's Partner API 3.0, Momentum's open REST API — and we automate on top of what your teams already know.
Yes, with honest tiering. Full two-way automation where the APIs allow it. Read-and-reconcile where surfaces are bulk or read-only. Structured playbooks where there's no public API at all. That multi-regime reality is exactly why a single workflow layer pays off for platforms running mixed stacks.
Different job. Advisors handle valuation, representation, and the transaction — and represented sellers have traded roughly 25% higher than unrepresented ones since 2020. Sica Fletcher But advisory engagements effectively end at close — and that's when appointment transfers, IVANS re-pointing, data migration, and commission redirects begin. We're the execution layer after the wire clears, and the operational diligence layer before it.
It's the most fixable problem you have, because the authoritative data already exists — carriers publish it. DBCS downloads deliver statement data directly into the AMS for reconciliation, normalization handles the PDF statements, and unreconciled commission is frequently recoverable revenue: one published agency case study surfaced over $40,000 in missing commissions from just two carriers. Case study
Safer than the status quo. Premium funds are fiduciary funds — some states prohibit commingling outright, and rules vary state to state. A single lapsed DRLP license can invalidate every producer license beneath it. Manual processes are where those failures hide. We build the controls into the workflow — and we operate only through vendor-sanctioned APIs with agency-level consent, never scraped credentials.
Start with the free IVANS Connections Audit: we pull the Exchange report for every agency on your platform, show you each carrier download sitting at "Available" that you're paying people to do by hand, and price the gap in hours. No deck, no pitch — a findings report you keep either way.