Put an acquired or newly won book into operation.
No waiting for a clean migration. Once the brokerage has authority, every incoming account is reconstructed, and its renewal and mid-term work begins across the systems already in use.
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Reconstruct and activate the book.
Every incoming record is matched to its account and policy term. Ready accounts enter operation; the rest keep progressing.
AppliedEpicHawkSoftThe export
Microsoft365Teams
The AMS export as it arrives: accounts, policies, terms.
AppliedEpicHawkSoftThe exportThe folders and mailboxes that came with the book.
Downloads and documents confirm what the export cannot.
Where the book will live and run.
Microsoft365TeamsEach account resolves on its own. None blocks another.
Activates now
A matched, complete account enters renewal and mid-term operation the day it resolves.
Requests what is missing
A genuine gap becomes one targeted request, and follow-up runs until the record lands.
Holds conflicts apart
Conflicting identities or terms stay separate until a person resolves them. Nothing else waits.
AMS360
Outlook
SharePoint
IVANS
TeamsRecords received to in operation · every state read back
The first week
The next quarter of renewals, market-ready in week one.
The historical load
The expiring policies, schedules and losses arrive as records, not memories. Proxara reads the inherited file whole: every exposure is established from what actually transferred, and every value stays linked to the record behind it.
Exposures current
Each renewal opens from reconstructed, verified coverage.
Missing information
A genuine gap becomes one targeted request to the client or carrier, and follow-up runs until it lands.
Any exception names its dependency, with follow-up already running.
Act
Absorb the wins without growing the team.
One activation agent, defined once, runs every incoming account. Its work lands in the brokerage’s systems and reads back from them.
activate_account
Every activation reads back from the systems it touched.
Matched from the records
CAL-2027 · policy[ACCT_0117]renewals@harborgrove.com[THREAD_88]Calder_SOV_2026.xlsx[DOC_231]Confirmed in the source system
Calder Logistics · activatedIn operationLoss-runs requestSentTwo “Meridian” recordsHeld apartCreate an agent that activates incoming accounts.
ACTIVATION-RULESPDFAccount activator
Matches each account, reconstructs its coverage, requests what is missing, and holds every send for approval.
After activation, the account work.
Commercial Renewals
Begin every incoming renewal from an account that is already current. Preparation through final records then progresses across the existing systems.
ExploreCommercial Accounts
Keep every incoming account current after activation. Mid-term events begin progressing when they arrive.
ExploreContact us.
Tell us about your brokerage and the systems it runs on, and we will come back to you.
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