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B23 · Category · For Buyers

Technology & Systems Migration.

The technology-migration playbook — same-platform absorption in weeks, cross-platform migration in 9–15 months. The largest hidden cost in most agency deals.

5pieces
In this category
9min avg
Reading time

All 5 pieces

B23The data-migration E&O minefield — accuracy or liabilitytactical8 minB23Platform consolidation — choosing the surviving systemtactical8 minB23Staff training & change management — the valley of despairtactical8 minB23Workflow harmonization — standardizing the six domainstactical8 min
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Acquisition authority for agencies and investors — sourcing, due diligence, deal structure, and post-close integration across the insurance M&A lifecycle.

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