Understand each agency’s tools
Review the agencies, systems, and how work passes between teams after the acquisition.
Atlas design program
Get a clearer picture of the agencies you acquire.
Explore the separate Atlas design program for insurance brokerage acquisition and portfolio integration priorities.
A separate design program for portfolio integration.
After an acquisition, Atlas focuses on comparing account and policy information across agencies, finding gaps, and clarifying who handles the next steps while existing systems stay in place.
Program availability
Atlas is a separate design program. Scope and availability are discussed during an integration review; its developing capabilities are not released ThreadWise features.
Start with the portfolio you have.
Find records that need attention
Discuss account, policy, carrier, and ownership differences that need attention.
Agree the next step
Define the integration review and the work appropriate for the program.
Book an Atlas integration review
Review your acquisition, current systems, and integration priorities.
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