Insurance Agency Acquisition Due Diligence: Know the Data Before You Close
Before you sign, we assess the target agency's management system data and tell you what you're actually buying: book composition, data quality, red flags, and what the conversion into Applied Epic will take.
The Gap
What agency due diligence usually misses
Financials, contracts, and carrier relationships get a close look before an agency changes hands. The data in the agency management system usually doesn't, even though it holds the book you're paying for and decides how hard the integration will be. Problems we commonly find:
What You Get
A clear picture of the book, before close
Book composition snapshot
Clients, policies, premium, and lines of business, counted from the target's actual data rather than from summary reports.
Data quality and risk score
Scores for schema completeness, data quality, governance, and technical condition, rolled up into an overall risk rating.
Red flags and recommendations
Critical and high risks called out plainly, with what each one means for the deal and what to do about it.
Conversion effort and timeline
An estimated range for conversion work, QA, and overall timeline to move the book into Applied Epic.
How It Works
From seller access to findings in four steps
Secure access
We coordinate a backup, export, or read access with the seller.
Restore and profile
We restore the data and profile every table that matters.
Evaluate controls and risk
We check data quality, governance, and technical controls, and build the risk picture.
Review the findings
We walk your deal team through the results and recommendations.
Evaluating a target right now?
Get a pre-close data review before you commit to price and terms.
Deal Types
Built for every kind of agency deal
After Close
From diligence straight into conversion
The assessment doesn't end up in a drawer. If you close, it becomes the starting point for the conversion plan: we already know the source system, the data's condition, and where the effort will go. From there we carry the acquisition data migration through a readiness assessment and the Applied Epic BOB import to a reconciled, verified result.
FAQ
Common Questions
When should we bring you into a deal?
As soon as you can get access to the target's agency management system data, ideally before you sign. The earlier the review, the more room you have to factor what we find into price, terms, and the integration plan.
What do you need from the seller?
A backup or export of the agency management system database, or read access we can extract from. We work from the data itself rather than reports or summaries, and we coordinate the request with the seller so it disturbs their day-to-day work as little as possible.
Does this replace financial or legal due diligence?
No. It covers the agency's data and systems: what is in the book, how reliable it is, and what moving it will take. It sits alongside your financial, legal, and carrier diligence rather than replacing any of it.
Does the review guarantee a valuation or retention outcome?
No. It tells you what the data shows and where the risks are, so you can make better-informed decisions. It doesn't by itself guarantee deal synergies, client retention, valuation, or a specific timeline.
What happens if we don't go ahead with the deal?
The findings are yours either way. If you do close, the same assessment becomes the starting point for the conversion plan, so the work isn't repeated.
More questions? Read the full Applied Epic Conversion FAQ.
Evaluating a Target? Know the Data Before You Sign.
Tell us about the deal and the system the agency runs on. We'll outline what a pre-close data review covers, what we need from the seller, and how quickly we can turn it around.
Built for insurance agencies, brokerages, aggregators, and acquisition teams that need experienced conversion capacity without building another internal department.