Case Study: IMA Financial Group achieves improved data quality and holistic data governance with Semarchy

IMA Financial Group - Customer Case Study

IMA Financial Group, an employee‑owned insurance broker placing $2B in premium annually, faced fragmented systems, inconsistent standards, duplicative processes and poor data quality that limited reporting, analytics and operational efficiency. To tackle these challenges they turned to Semarchy and a Master Data Management (MDM) approach as part of a broader data hub and governance initiative.

Semarchy implemented an MDM‑driven data hub and supported holistic data governance, data quality reporting and stakeholder enablement, which improved trust in a single source of truth and sped routine work. The effort delivered measurable time savings for associates (Coverage Map −62%, Benefits Plan Benchmark −75%, Pre‑Renewal Document −89%, Policy Expiration List −92%), plus standardized reporting, an established data governance council and clearer accountability under Semarchy’s solution.

IMA Financial Group