Every agency you buy arrives in its own format.
Loadbearing builds the acquisition-onboarding engine for PE-backed insurance brokerage platforms. An acquired agency’s AMS export, carrier commission statements and producer data go in. Your platform’s format comes out, with every conversion problem flagged and every agency on one dashboard.
The work that starts after the close
Re-keying the book
Policies, clients and coverages come out of another agency management system, or a spreadsheet, and get mapped into yours by hand.
Reconciling commission statements
Each carrier’s statement has its own layout, and every line has to be matched against the revenue you expected.
Producer data that does not line up
Producer codes, splits and books of business follow the old agency’s habits, not yours.
Reporting that waits for all of it
Until the conversion is done, the new agency sits outside the numbers you report on.
It starts with one acquisition, for a fixed fee
Paid diagnostic
$4,500 to $7,500Two weeks on one recent acquisition or a de-identified sample. You get a data map, an error report, a working conversion prototype and a fixed quote. The fee is credited toward the build.
One bounded build
$15,000 to $30,000The engine for your platform: one acquired agency’s data converted into your format, conversion errors flagged, and a dashboard across agencies.
Each later acquisition
A fixed fee per agencyEvery new agency runs through the same engine. Your team checks the flagged rows and does the final import.
How the diagnostic, the build and the per-acquisition runs work
Working builds you can watch
Every demo runs on fictional companies and fictional data.
Insurance onboarding demo
Two fictional acquired agencies, in two different export layouts, run through the engine. Being recorded now.
Lakeshore Industrial Supply
Customer, vendor and staff portals for a fictional distributor. About 2.5 minutes.
Prairie Line
Customer and carrier portals for a fictional trucking and logistics firm. About 2.5 minutes.
Permian Ridge
Customer and vendor portals for a fictional oilfield services firm. About 2.5 minutes.
Also for owner-led companies
I also build customer and vendor portals for owner-led distributors, trucking and logistics firms and oilfield services companies, on top of the system they already run. Customers see orders, shipments and invoices; vendors and carriers upload paperwork and check payment status; staff get one dashboard.
That work starts with a two-week audit, $5,000 to $7,500, credited toward the build.
Book a 20-minute call
Bring your most recent acquisition. We will go through how its book, commission statements and producer data reach your reporting today, and whether a diagnostic is worth it.
Consent is not required to book.
Prefer email? Write to abe@tryloadbearing.com.