The plan
Three releases, one story at a time
v2026.10.1 · The Acquired Book
In production. What was bought with Sunbelt Senior: clients, policies, carriers, agents, and how clean the data arrived. Q-9, Q-10, Q-11, Q-15.
See the answersNext · What We Knew When
Every record's origin and history: where it came from, when it was first known, what it said on any date. Q-12, Q-13, Q-14.
Later · People, Not Numbers
The same person across client numbers and agencies, and the next acquisition's overlap. Q-7, Q-8, Q-16.
Everything you can ask
The guide holds every question the product answers now, in one place.
Open the guide