(2805) Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale

Agency acquisitions offer tremendous growth opportunities, but messy data conversions can derail momentum, frustrate staff, and risk client retention. Join a panel from independent insurance agencies as they share battle-tested approaches to data migrations during M&A – whether integrating a small book of business or merging a multi-location agency.

Panelists discuss real-world tactics to handle carrier overlaps, legacy inconsistencies, data management, and compliance needs. Attendees will walk away with lessons from failures and wins, and strategies to scale acquisitions confidently in today's competitive landscape. Perfect for agencies eyeing growth through strategic buys without the usual operational pain.