Latent broker-side book data rather than a published dataset

Latent broker-side book data rather than a published dataset: this page itself is a free market-condition digest restating third-party broker renewal reports, so the non-obvious asset is what CMR's own service lines generate — workers' compensation claims-audit records across client payrolls, a financial benchmarking dataset built for its Equity Investor Insurance Review and Financial Benchmarking services, and niche-program underwriting data for affordable-housing (LIHTC recapture and operating-deficit reserve guarantee) bonds, surety, captive and hospitality programmes.

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Brickroad customers

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Coverage

Universe, instruments and categories.

Industry: Insurance Brokers
Instruments: equities
Categories: AlternativeFundamental

Dataset card

Type: not stated
Format: Mixed: claims-audit output as structured records plus audit narratives (Text + Tabular), benchmarking deliverables as reporting decks/spreadsheets, and programme submission data as document sets; no API or export product is offered.
Volume: Request further research — the page does not state book size, client count or record volumes, and a 64-person brokerage's claims-audit and benchmarking holdings are not disclosed publicly; a defensible order-of-magnitude would need confirmation with the firm (headcount implies a client book in the hundreds to low thousands of accounts, not a published corpus).
Users: N/A — a 64-person retail insurance brokerage with an authenticated client login, not a platform with a registered-user base; the relevant denominator is a client book of mid-market accounts rather than user signups.
History: 15 years
Update frequency: not stated
Growth: Active — market-condition posts are published on a recurring renewal-cycle cadence (July 2025 midyear edition on this page), and the site maintains an active careers section and programme/service buildout.
Launched: ~2020 for the current web identity (logo asset uploaded October 2020 and site structure dating to that build); the underlying brokerage is a San Diego firm whose operating history is not stated on the page.
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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