Duplicate records in your agency management system cause renewal errors, commission disputes, and inaccurate book-of-business reporting. BackOffice Scripts standardizes names so duplicates become obvious.
Policyholder duplication is a persistent problem in insurance agency management systems. The same person can appear as 'John Smith', 'SMITH, JOHN A.', 'John & Mary Smith', and 'Smith Family Trust' — all representing the same household. According to industry estimates, 15-20% of records in the average agency management system are duplicates or near-duplicates. These duplicates cause renewal notices to be sent multiple times, commission splits to be miscalculated, and book-of-business reports to overstate client counts.
15-20%
Of AMS records are duplicates in the average agency
3-5%
Revenue leakage from commission errors caused by duplicate records
2x
Duplicate mailing costs from unstandardized policyholder lists
Pull a CSV from your AMS with the name column you want to deduplicate.
Split names into first/middle/last, detect joint names, normalize casing, and flag suspicious entries.
Separate personal names from business entities so you can deduplicate each group correctly.
With standardized, parsed names, sort by last name + first name to visually identify and merge duplicates in your AMS.
Split full names into first/middle/last/suffix, handle joint names ("John and Mary Smith"), normalize casing, and flag suspicious or fake entries. Built for lending and insurance records.
1 credit/record
Classify names as personal (individual) or business entities. Upload a CSV with a name column and get back a true/false classification for each row.
1 credit/record
Not directly — BackOffice Scripts standardizes and parses names so duplicates become obvious. You then merge them in your AMS. We're working on a dedicated deduplication matching script.
The Name Parser detects patterns like 'John and Mary Smith', 'Smith, John & Jane', and 'The Smith Family'. It splits joint names into individual records with separate first/last fields.
The Name Classifier separates personal names from business entities. Run it first, then use the Name Parser on the personal names subset for best results.
Start with 100 free records. No credit card required.