From Messy to Meaningful Data Hygiene for Insurance Agencies

The Rundown

In a recent webinar, Catalyit’s Scott Wingo sat down with Scott Allen of Informer by Entrinsik and Wesley Borain of Fluent Logic to tackle a problem many agencies know too well: messy data. The session focused on how better data hygiene can reduce friction, strengthen compliance, and unlock growth.

The Context

• The speakers outlined common agency pain points, including missing contact details, policy mismatches, and inconsistent records across systems.
• Allen explained how Informer helps agencies pull data from systems like AMS360 and Sagitta into usable dashboards and reports, making it easier to spot errors and trends.
• He also highlighted AI-assisted tools that can identify inconsistencies and improve reporting visibility.
• Brain shared how Fluent Logic helps agencies make bulk edits, clean up legacy records, and streamline updates inside AMS platforms, easing the burden on internal teams.

Why it Matters

Data problems are rarely just back-office annoyances. They can create compliance headaches, slow down decision-making, and leave revenue on the table. For agencies trying to operate faster and smarter, clean data is becoming less of a nice-to-have and more of a competitive necessity.

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