UAT
Why insurance UAT fails — and how to fix it
Traceability, triage rules and a single sign-off pack reduce churn and rework.
Ask for the template →Insights
Short, practical writeups that build trust with buyers. We can publish these as posts (500–700 words) when you’re ready.
BDX
Common BDX mistakes MGAs keep repeating
Mandatory fields, dates, commissions, and missing premises create gaps.
Get a checklist →Dynamics 365
Using Dynamics 365 as an insurance integration hub
Where CRM fits, when it helps, and how to avoid “CRM-only” delivery traps.
Discuss your use case →Optimisation
Baseline → measure → improve: optimising delivery performance
Hard numbers win. Start with repeatable measurement before changes.
Request the tracker →