Onboarding & Integration

Unlock the Potential of Our Partnership

Onboarding and integration are integral steps towards becoming a member of the Accession family. You have joined our family to continue to grow and take advantage of the full range of resources and expertise we have as a leading independent specialty broker.

During onboarding and integration, we dedicate our efforts to ensure your transition is seamless, efficient, and timely in the areas of:

Operations
Information Technology
Human Resources
Marketing & Branding
Finance and Accounting
Legal and Compliance
And more

The onboarding experience

Your first 60 days is focused on onboarding. We believe in rolling out the welcome mat to you and your employees, helping you become settled, and making sure you are familiar with the full power of Accession.

We want your employees to be excited to become a part of the team. At the same time, you still have a business to run. Getting to know the expanded set of capabilities, expertise, and resources we have to offer is why you joined us in the first place.

Our goal during onboarding is to unlock the potential of our partnership.

: The onboarding experience

Your first 60 days is focused on onboarding. We believe in rolling out the welcome mat to you and your employees, helping you become settled, and making sure you are familiar with the full power of Accession.

We want your employees to be excited to become a part of the team. At the same time, you still have a business to run. Getting to know the expanded set of capabilities, expertise, and resources we have to offer is why you joined us in the first place.

Our goal during onboarding is to unlock the potential of our partnership.
: The integration experience

Integration is a longer, more collaborative process that may extend up to one year and beyond. In some ways, opportunities to integrate and collaborate never really cease. We take a thoughtful, customized approach, remove barriers, and harness the power of creating something better together.

Our integration goals ensure you are fully integrated with all core departments, leveraging the operational support and services throughout the company, so you can focus on taking care of your employees and clients.

On the people side, you should now be engrained in local, regional, and company-wide teams, experiencing our positive, supportive, and collaborative culture.

Our philosophy

We’ve learned a lot about onboarding and integration over more than 170 acquisitions.

Our team is guided by an approach we call bi-lateral integration. We want to unleash the best of your organization and layer it with the best of Accession.

We respect your firm’s culture and history. We joined forces to create something better together, not change who you are.