Insurance Agency Group / PE Integration & Systems Lead – Paid Research Interview

Mercor is recruiting integration and systems leaders from private-equity-backed insurance agency groups and agency networks in the United States for a paid, one-hour research interview. Your insights will inform an industry study on how agency groups standardize and manage agency management systems (AMS) across acquired agencies, and where automation and AI could help.

What the interview covers

• How agency management systems are chosen and standardized after acquisitions
• Whether acquired agencies keep their own systems or migrate, and what migrations involve and cost
• How enterprise contracts with AMS vendors are negotiated
• Group-wide operations, outsourcing and shared service models
• Whether AI-enabled automation could be deployed centrally, and how it would be evaluated

We only ask for approximate ranges, never confidential documents or client data.

You are a strong fit if you

• Are, or were within the last 24 months, a Director of Agency Systems, Integration Director, CIO, VP Technology or Platform Operations leader at a PE-backed insurance agency group or agency network
• Have led or overseen AMS consolidation or migrations (e.g. onto Applied Epic or Vertafore AMS360)

Details

• One 60-minute remote video or phone call, scheduled at your convenience
• Compensation: $450 for the completed interview
• The study sponsor is not disclosed

Where you can work

This role is 100% remote, for applicants located in United States.