BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:Central Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:Central Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260402T130000 DTEND;TZID=America/Chicago:20260402T140000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:From Messy to Meaningful — Data Hygiene for Insurance Agencies DESCRIPTION:Every insurance agency deals with data gaps and misalignments missing contact information\, policy status discrepancies\, incorrect department codes\, and inconsistent business data. Over time\, these small issues compound into operational friction\, compliance risks\, reporting inaccuracies\, and missed revenue opportunities.In this Catalyit Live session\, Scott Allen (Director of Agency & Partner Sales\, Informer by Entrinsik) and Wesley Borain (VP of Product\, Fluent Logic) will walk through the three most common data problem areas they see inside agencies today. You'll learn how to quickly identify these gaps and implement practical\, scalable strategies to correct them without relying on manual spreadsheet cleanup.If your agency feels like it's working harder than it should because of messy data\, this session will help you move from reactive cleanup to proactive control.What You'll Learn:How to identify and fix the three most common data problem areas: master file misalignments\, policy discrepancies\, and department misalignmentsBulk correction strategies that eliminate manual spreadsheet workHow to prevent recurring data hygiene issues moving forwardHow to use internal champions to build momentumWhy these gaps matter operationally compliance risk\, efficiency loss\, and revenue impactWhy It Matters:Data quality issues directly impact operational efficiency and profitabilityMissing contact information leads to failed renewal outreachInactive customers tied to active policies create compliance exposureIncorrect department coding misdirects commissions and distorts reportingAgencies that proactively manage data hygiene gain measurable operational advantagesThings to Think About:How confident are you in the accuracy of your agency's master client file today?Are active policies ever tied to inactive\, incomplete\, or duplicate accounts in your system?How often does your team manually clean data before running reports or preparing for renewals?Are commission reports ever skewed because of incorrect department coding?What operational friction in your agency might actually be a data hygiene problem in disguise? X-ALT-DESC;FMTTYPE=text/html:

Every insurance agency deals with data gaps and misalignments &mdash\; missing contact information\, policy status discrepancies\, incorrect department codes\, and inconsistent business data. Over time\, these small issues compound into operational friction\, compliance risks\, reporting inaccuracies\, and missed revenue opportunities.

In this Catalyit Live session\, Scott Allen (Director of Agency &\; Partner Sales\, \;Informer by Entrinsik) and Wesley Borain (VP of Product\, Fluent Logic) will walk through the three most common data problem areas they see inside agencies today. You&rsquo\;ll learn how to quickly identify these gaps and implement practical\, scalable strategies to correct them &mdash\; without relying on manual spreadsheet cleanup.

If your agency feels like it&rsquo\;s working harder than it should because of messy data\, this session will help you move from reactive cleanup to proactive control.

What You&rsquo\;ll Learn:

Why It Matters:

Things to Think About:

LOCATION: UID:e.1273.1432670 SEQUENCE:3 DTSTAMP:20260624T163446Z URL:https://members.kaia.com/education-calendar/Details/from-messy-to-meaningful-data-hygiene-for-insurance-agencies-1695636?sourceTypeId=Hub END:VEVENT END:VCALENDAR