Catalyit Live Sessions

From Messy to Meaningful — Data Hygiene for Insurance Agencies

April 2 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

Every insurance agency deals with data gaps and misalignments — missing contact information, policy status discrepancies, incorrect department codes, and inconsistent business data. Over time, these small issues compound into operational friction, compliance risks, reporting inaccuracies, and missed revenue opportunities.

In this Catalyit Live session, Scott Allen (Director of Agency & Partner Sales, Entrinsik) and Wesley Borain (VP of Product, Fluent Logic) will walk through the three most common data problem areas they see inside agencies today. You’ll learn how to quickly identify these gaps and implement practical, scalable strategies to correct them — without relying on manual spreadsheet cleanup.

If your agency feels like it’s working harder than it should because of messy data, this session will help you move from reactive cleanup to proactive control.

What You’ll Learn:

• How to identify and fix the three most common data problem areas: master file misalignments, policy discrepancies, and department misalignments
• Bulk correction strategies that eliminate manual spreadsheet work
• How to prevent recurring data hygiene issues moving forward
• How to use internal champions to build momentum
• Why these gaps matter operationally — compliance risk, efficiency loss, and revenue impact

Why It Matters:

• Data quality issues directly impact operational efficiency and profitability
• Missing contact information leads to failed renewal outreach
• Inactive customers tied to active policies create compliance exposure
• Incorrect department coding misdirects commissions and distorts reporting
• Agencies that proactively manage data hygiene gain measurable operational advantages

Things to Think About:

• How confident are you in the accuracy of your agency’s master client file today?
• Are active policies ever tied to inactive, incomplete, or duplicate accounts in your system?
• How often does your team manually clean data before running reports or preparing for renewals?
• Are commission reports ever skewed because of incorrect department coding?
• What operational friction in your agency might actually be a data hygiene problem in disguise?

Speakers:

Scott Allen Director of Agency & Partner Sales Entrinsik

Wesley Borain VP of Product Fluent Logic