Ascend Broking — Post-Acquisition Integration Agent

Total Policies

2,847

Across 3 broker systems

Migrated

1,832

64.3% complete

Compliance Passed

1,756

95.9% pass rate

Est. Time Saved

~340 hrs

vs. manual migration

📋 Source Company Policies

Company	System	Policies	Status
Norwich Broking Ltd	OpenBroker	1,254	In Progress
East Anglia Underwriting	Acturis	893	In Progress
Ascend Legacy (pre-existing)	Applied	700	Completed

🎯 Target System — Ascend Consolidated

Business Line	Policies Mapped	Validation	Live
Commercial Combined	712	Verified	✅
Motor Fleet	398	Verified	✅
Property Owners	534	Reviewing	⏳
Professional Indemnity	188	Mapping	⏳

AI Mapping Accuracy: 97.3% · 76 fields auto-mapped · 3 → target schema

🔄 Migration Pipeline (6 phases)

✓

Data Export & Schema Audit

Completed

✓

Field Mapping & Transformation

Completed

●

Policy Data Migration (batch 4/8)

64% · 1,832 / 2,847

Validation & Reconciliation

Queued

Compliance Checks

Queued

Go-Live Cutover

Queued

⚖️ Compliance Reconciliation

✅ FCA Conduct Rules

1,756 / 1,832 verified — 76 pending review

✅ Data Protection (GDPR)

1,802 / 1,832 compliant — 30 flagged

⚠️ ICOBS Remapping

412 / 534 property policies need ICOBS recheck

⚠️ Lloyd's Binding Authority

22 binding authority contracts — 18 reconciled

+ Auto-remediation: 23 Manual review: 12

📊 Recent Activity Log

Time	Action	Detail	Status
14:32	Batch 4 migration	Norwich Broking — 156 commercial policies	Completed
14:18	Compliance check	FCA Conduct — 210 policies passed	Passed
13:55	Field mapping	EAU — Acturis "risk_type" → Ascend "line_of_business"	Mapped
13:22	Data flag	22 policies — missing UTR on EAU binder contracts	Flagged

🤖 Integration Agent status: Actively migrating Norwich Broking & East Anglia Underwriting data into Ascend Consolidated. Auto-mapping field schemas, validating compliance (FCA/GDPR/ICOBS), and flagging exceptions for human review. Est. completion: 2 days 7 hours