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
Professional Services.
8 articles tagged professional services.
Teardown12 min
Wealthbox vs Redtail vs Salesforce FSC for $40M RIAs.
Wealthbox, Redtail, and Salesforce FSC each pitch the same $40M RIA. Here is the cost math, custodian reality, and where AI changes the decision.
By TreyOperator's view11 min
Why RIA Roll-Ups Will Spend AI Budget on Back Office First.
RIA M&A hit a record in 2025. The PE-backed roll-ups now own the integration bill. The next AI budget will buy reconciliation, not robo planning.
By TreyTeardown11 min
Practice Management Software for $40M Law Firms.
Clio, MyCase, PracticePanther, Aderant: an honest assessment of what each delivers for mid-market law firms, where the math breaks, and what to do about it.
By TreyOperator's view11 min
Why Specialty Finance Is the AI Vertical Nobody Is Targeting.
Harvey hit $11B with $190M ARR. Meanwhile $1.34T in equipment finance, 15,870 RIAs, and a wide-open vendor map sit ignored. Specialty finance is the bet.
By TreyPlaybook10 min
Why Proposals Take Two Weeks at Your Services Firm.
Mid-market engineering and consulting firms spend 10-14 days on proposals because scope knowledge lives in partner heads, not shared systems. Here's how to fix it.
By TreyPlaybook11 min
How to Cut Claims Processing Time Without Replacing Your Core System.
Most mid-market insurers lose 5-10 days per claim to manual work that happens outside their core system. Here's how to fix it without replacing Applied Epic or Majesco.
By TreyOperator's view10 min
How to Evaluate AI Vendors When You Don't Have a CTO.
Most AI vendor checklists assume you have a CTO and a procurement team. This five-question framework works when you have neither.
By Trey№ 005Get in touch
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