Lamb Financial Group is one of the fastest growing insurance brokers in the country, providing financial services exclusively to non-profits and social service organizations nationwide. The company is dedicated to finding insurance required by local charities tackling some of society’s toughest issues. Based in New York, the organization works with carriers who specialize in non-profits and charities, providing Worker’s Compensation, Casualty, Professional Liability, Property, Auto, Directors and Officers, Group Health, and Disability Insurance.

The organization needed to extrapolate data from different sources. With slight differences in the key field, they needed to reduce the amount of data scrubbing and save time with data cleansing. With accuracy being such an important part of their business, maintaining a high level of standardization was also very important for the organization. It was critical to be able to have a data software tool that can bridge the gap with reconciling differences with all the data being combined and link records together accurately.