SimpleTalk Episode 3

How Brown & Brown Is Building Financial Operations Infrastructure at Scale

In this episode, we sit down with Josh Kolbus, Operations Lead at Brown & Brown, one of the largest insurance agencies in North America, to discuss how they’re building the financial operations foundation needed to scale.

Description:The agencies that outperform aren’t just growing, they’re building financial operations that deliver accuracy, control, and long-term profitability.

Josh Kolbus shares how Brown & Brown is tackling data quality, standardization, and system complexity across a highly decentralized, acquisition-driven business.

We cover:

- Why clean, reliable data underpins every operational decision
- How to drive consistency across multiple offices and systems
- The hidden cost of errors at scale, and how to address them
- Where APIs and third-party tools help, and where they fall short
- Why data integrity is critical for successful system conversions

A practical look at how leading agencies are building the infrastructure needed for smarter, more scalable operations.

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