Blog/Growth
Buying a Book of Business: Don’t Inherit Their PDF Chaos
·Intakecore
Buying an insurance book of business buys clients and often buys broken intake. How acquiring principals keep the book and replace the paper process.
Buying a book is how many Ontario independents expand without starting from zero. Due diligence looks at loss ratios, expiry lists, and producer agreements. Almost nobody prices the operational debt: every new claim and every new auto still arrives as a scan in someone’s personal email.
What you inherit besides premium
- Clients trained to text photos to a cell phone
- A website with no quote path—or a path that is a fillable PDF from 2014
- CSRs who only know the seller’s screens
- No reporting on where internet leads die
Stabilize new business in the first 60 days
Keep servicing in the existing BMS if you must. Put a single branded intake in front of both brands (or redirect the old domain to your quote link). The book stays; the front door becomes yours. That is how you stop the seller’s process from becoming your culture.
Growth after close is intake, not more mailers
Cross-sell and internet new business need a form people finish. Intakecore is how acquiring shops modernize without a two-year AMS conversion. Talk through a rollout before or after close.
Put this to work on your intake.
Intakecore gives brokerages branded forms, AI document parsing, decline rules, and a dashboard your CSRs and brokers actually use.