// Industries · Insurance agencies
Activity notes and carrier threads. The paperwork behind every placement.
Agencies write down a lot: activity notes, carrier underwriting back-and-forth, renewal discussions. On commercial lines, that trail can be evaluated. Policyholder personal information and claims stay out.
The systems your team already writes in
Nothing new to install. What counts is years of work on the same systems, connected across them.
// Your written record
Years of connected work
6 systems, one trail
What's in, and what stays out
Typically licensable
- Activity notes on commercial accounts
- Carrier underwriting correspondence
- Internal procedures
Stays out
- Policyholder personal information
- Claims files
- Benefits enrollment data
- Personal lines with consumer financial information
Who counts toward the 30
Count producers, account managers, CSRs and admin who work in the management system daily.
Questions owners ask
- Doesn't consumer privacy law cover our files?
- Consumer financial information has its own rules and stays out. Commercial-lines process records are what's evaluated.
- We're mostly personal lines.
- That narrows what's in scope; your readiness assessment will reflect it.
- Do carriers have to agree?
- Your attorney checks your carrier agreements; anything they restrict stays out.
Book your data consultation
Tell us about your company. A data specialist calls you by the next business day. Nothing you tell us commits you to anything.