Field notes12 min
The Carrier Appetite Chart Living in Your Broker's Head.
Every mid-market commercial brokerage has a senior CSR who knows which carrier writes what. When she retires, the chart leaves with her.
By TreyTag
Field Notes.
7 articles tagged field notes.
Field notes11 min
Why AI Pilots Stall at the Same Point Every Time.
Across mid-market rollouts, AI pilots stall at the same moment. It is not data, models, or budget. It is the handoff nobody plans for.
By TreyField notes12 min
Why Insurance Applications Get Keyed Three Times Over.
Mid-market carriers re-key the same application into lead, workbench, policy admin, and archive. The fix is connecting two systems you already own.
By TreyPlaybook11 min
Why Sub-Contractor Coordination Breaks at 15 Active Jobs.
Sub-contractor coordination works at 10 jobs and fails at 15. Here is the system mid-market GCs use to scale without buying a new PM platform.
By TreyOperator's view11 min
What AI Still Can't Do for Mid-Market Operations.
94% of mid-market firms use generative AI, but only 2% have scaled it. Here are five things AI cannot do for your operation, and where it actually works.
By TreyField notes10 min
Customer Communication Contractors Get Wrong: Ditch the Portal.
A $40M HVAC contractor spent $35,000 on a customer portal and got 8% adoption. Here's what actually drives repeat business in field services.
By TreyField notes10 min
Why Your Shop Floor Knows Things Your ERP Doesn't.
Your ERP tracks what was planned. Your shop floor tracks what actually happened. That gap is costing mid-market manufacturers real margin on every job.
By Trey№ 005Get in touch
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