Streamlining Broker Management System Migrations

The Problem

Insurance providers that grow through acquisitions often face significant challenges when migrating multiple broker management systems to a unified platform. These migrations can be complex and resource-intensive, especially when dealing with legacy systems.

The Solution

Dimensional Strategies Inc. (DSI) implemented secure and thorough data archiving for legacy broker management systems, ensuring a smoother transition to a unified platform. This solution reduced migration complexity, safeguarded important historical data, and streamlined the process for the insurance provider.