Case Study: Precision Commercial Maintenance (PCM) x TrustLayer

From broker-switch anxiety to seamless continuity in 48 hours

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Why This Matters

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Broker transitions are supposed to be routine but for most operations teams, they’re fraught.

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Not because of paperwork. Because of visibility risk.

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When the insurance broker changes, the real danger isn’t losing a relationship it’s losing access to the system that actually runs your compliance program.

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Vendor statuses, expiring coverage, client-specific requirements, and audit trails can all disappear in an instant if the transition isn’t handled with precision.

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PCM couldn’t afford that outage.

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With big-box clients like Home Depot, Walmart, and Target relying on verified vendor compliance before green lighting work, even a single day of lost visibility would jeopardize service delivery and contractual obligations.

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The issue wasn’t technical complexity it was operational continuity.

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PCM needed TrustLayer to remain the backbone of their compliance engine, no matter who their broker was. And TrustLayer delivered exactly that: a broker-proof workflow that stayed live, intact, and fully auditable throughout the transition.

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A moment of high risk became a moment of proof.

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Company at a Glance

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The Challenge

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PCM decided to move its insurance program from regional broker PayneWest to USI Insurance Services, but one condition stopped the transition cold:

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‍"TrustLayer stays — or we don’t switch.”

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Why?

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Because PCM understood the stakes.

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Losing access to TrustLayer — even briefly — meant losing real-time visibility into vendor compliance for dozens of large retail clients. Manual exports weren’t enough. Rebuilding from scratch could take weeks.

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And any blind spot in compliance would ripple into job readiness issues, customer delays, or contractual exposure.

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PCM didn’t just need a new broker.

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They needed continuous, uninterrupted access to the platform that kept their field operations running cleanly.

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The TrustLayer Play

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1. Same-Day Instance Transfer

TrustLayer cloned PCM’s environment every vendor, every document, every workflow and reassigned broker credentials to USI’s Boise office in under one business day. Zero downtime. Zero data loss. Zero guesswork.

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2. Rapid Broker Enablement

USI received a structured two-hour onboarding session covering dashboards, escalation logic, vendor communications, and compliance statuses putting them at full operating capacity immediately.

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3. Channel Expansion

The transition impressed USI so much that their national construction group adopted TrustLayer for three additional accounts within the same quarter, turning a churn-risk scenario into a channel-growth moment.

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The Payoff

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Before TrustLayer, broker transitions meant chaos: missing documents, mismatched files, broken workflows, and days (or weeks) of reconstruction. For PCM, the fear was justified a lapse in visibility could bring entire retail contracts to a standstill.

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Instead, the hand-off became a showcase.

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USI didn’t inherit a mess; they inherited a mature, fully operational compliance environment.

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And PCM didn’t just maintain continuity they gained a higher-performing broker partner who immediately saw the value of TrustLayer as core infrastructure.

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Customer Voice

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Frequently Asked Questions

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Q: Why was PCM’s broker transition risky?

Because losing access to TrustLayer — even temporarily — would have left PCM blind to vendor compliance obligations tied to national retail clients.

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Q: How did TrustLayer avoid downtime?

By cloning PCM’s entire instance and reassigning credentials in under 24 hours, ensuring a seamless, auditable transition.

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Q: Did the incoming broker require extensive training?

No — a targeted two-hour session equipped USI to fully manage PCM’s compliance environment from day one.

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Q: What unexpected benefit came from the transition?

USI adopted TrustLayer for three additional accounts, turning a retention challenge into channel expansion.

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Q: How does TrustLayer handle ongoing broker changes?

With standardized transfer workflows, instance cloning, and broker enablement playbooks to guarantee uninterrupted visibility.

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Ready to Make Your Platform Broker-Proof?

If a broker transition is coming — or even rumored — now is the time to safeguard your compliance visibility.

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Book a 15-minute discovery call to keep your compliance engine running without interruption.