Specialty insurance distributor scaling operations through data and automation
CRC Group is a 5,000–10,000-person specialty insurance brokerage and underwriting distributor based in Charlotte. The tech stack reveals a dual-layer architecture: enterprise systems (Workday, Azure, AuditBoard) paired with modern data infrastructure (Databricks, Unity Catalog, Apache Spark, Delta Lake, dbt adoption). Active hiring across sales, engineering, data, and ops—with projects focused on quote automation, self-service capabilities, and Workday/Adaptive Planning optimization—signals a shift from manual underwriting workflows toward data-driven decisioning and operational scaling.
Notable leadership hires: Underwriting Lead, Business Lead
CRC Group operates as an independent specialty insurance distributor, offering wholesale brokerage and underwriting services across surplus lines, builders' risk, cyber, environmental, and executive professional insurance. The firm serves retail brokers, carrier partners, and internal teams through a local, relationship-driven model augmented by technology and data analysis. With operations spanning the United States, Canada, Australia, and India, CRC is actively modernizing its finance, claims, and underwriting operations via Workday, Adaptive Planning, and Databricks—while addressing enterprise risk management, tax compliance, and workflow automation as core operational priorities.
CRC Group uses Workday, Azure, Databricks, Power BI, Thomson Reuters ONESOURCE, AuditBoard, Adaptive Planning, Python, Java, and C#. The company is adopting dbt to strengthen data transformation capabilities.
CRC Group is executing digital transformation in finance and FP&A, automating quote generation and self-service capabilities, optimizing Workday and Adaptive Planning deployments, implementing an enterprise risk management framework, and using Databricks to drive automation and analytics initiatives.
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