Agency Management Hub
Central operating dashboard for all acquired agencies
Total Agencies
248
+12 this quarter
Onboarding Pipeline
18
Avg 8 weeks to integrate
Fully Integrated
215
87% of portfolio
Avg Maturity Score
78
+5 from last quarter
At Risk
3
Requires attention
Agency Directory
Midwest Insurance Partners
Illinois•45 employees•$28M Premium
Integrated
Maturity:92%
Pacific Coast Brokers
California•28 employees•$15M Premium
Onboarding
Maturity:65%
Atlantic Risk Solutions
New York•62 employees•$42M Premium
Integrated
Maturity:88%
Southern States Agency
Texas•34 employees•$22M Premium
Assessment
Maturity:45%
Great Lakes Insurance
Michigan•12 employees•$6M Premium
Pipeline
Maturity:0%
Rocky Mountain Brokers
Colorado•25 employees•$14M Premium
Data Migration
Maturity:55%
Regional Distribution
Midwest
65 agenciesWest
48 agenciesNortheast
52 agenciesSouth
58 agenciesSoutheast
27 agenciesMaturity Distribution
Optimized (90-100)85
Advanced (70-89)92
Developing (50-69)48
Initial (0-49)23
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