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Insurance · MGAs, MGUs and specialty carriers

The same broker, six times, across your systems.

Extraction from ACORD forms and loss runs is no longer the hard part. Matching each submission to the right broker and insured is, while bordereaux definitions differ by capacity provider and regulators start asking for an inventory of AI systems. We fix the data foundation underneath, starting with broker, insured and claimant records.

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01 / Symptoms

What it looks like.

  • Duplicate broker and producer records.
  • Submissions keyed by hand.
  • Bordereaux that each carrier defines differently.
  • Claimant, provider and attorney records that don't resolve across TPAs.

02 / Where it breaks

Where it breaks, area by area.

Master and reference dataThe same broker, producer and insured recorded several times across systems and carriers' bordereaux.Data qualityClaimant, provider and attorney records that don't resolve across TPAs; exposure data gaps.Data governanceNo inventory of AI systems and the data they use, which regulators have started to ask for.Metadata and lineageBordereaux field definitions that differ by capacity provider.Data integrationSubmissions, policy, claims and agency systems that each hold their own party records.Data for AI and analyticsSubmission intake where extraction works and matching to the right broker and insured doesn't.

03 / Why now

Why this year.

As of Aug 31, 2026

The NAIC Model Bulletin on insurers' use of AI systems is adopted in 25 states and the District of Columbia (NAIC, as of August 31, 2026). It expects a written AI program, with oversight of third-party AI systems and data.

Mar 2026

The NAIC's AI Systems Evaluation Tool was piloted from March 2026 in 12 states, including Florida. Its exhibits ask about the data that high-risk AI systems use.

Jan 1, 2027

Colorado SB 26-189 covers insurance decisions from January 1, 2027.

04 / Where to start

AI Data Foundation AssessmentSee the offerData Quality DiagnosticSee the offerMDM RescueSee the offer

05 / Experience

Our insurance experience is strongest in life and health: client data management at a US life insurer, and data programs at large US health insurers. Specialty P&C uses the same party and producer patterns, and we'll say where it differs.

Book a 30-minute scoping call

A sentence or two is plenty. The symptom matters more than the system.

Questions

Our capacity providers set the data requirements.

They set the formats. Matching your brokers, insureds and claims to them is still your master data.