Operational Fragmentation Limits Oversight
Policy, claims, commission, and cash data sit across AMS platforms, GL systems, and acquired entities. Leadership lacks a consolidated enterprise view.
Profitability Without Precision
Revenue is visible. True cost to serve, carrier relationship performance, and capital efficiency often are not.
Regulatory & Audit Pressure
Boards and regulators expect defensible exposure, capital logic, and reconciliation to financial statements — not manually assembled reports.
Acquisition-Induced Opacity
Growth via M&A leaves brokers with siloed data across dozens of agencies, delaying integration and obscuring margin performance.
Carrier Leverage Dilution
Without consolidated placement visibility, premium flow is dispersed, weakening negotiating power and contingent commission economics.
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