We built an insurance TPA five objects. Seven months later we helped them retire two.

In July Axxion wanted to see which workshops sit on which insurer's approved panel, since one garage is often on several. They had the panels as separate spreadsheets from three insurers plus their own network list, each spelling the same garage differently. We combined them into one list of 233 garages, matched names across sources with a confidence flag on each match, enriched addresses and contacts from public directories, and loaded them into Attio with the garage-to-insurer relationships intact. It was done in four days, and Stijn could start working the relationships on the Monday.

Frederik wrote a list of agent ideas for Attio and picked three. We built them as Claude skills with their own repositories, so they run on Axxion's Claude account with Attio, Notion, Slack, Apify and Lusha connected, and can be put on a schedule without us.

• Champion move alert: every week it checks high-value insurer contacts against their current LinkedIn employer. On a confirmed move it records the change, works out which seat at the insurer is now empty, drafts a congratulations to the mover and an introduction request for the vacated seat, and puts it on a Champion Moves list for BD. Ambiguous cases are flagged Possible with no drafts.
• Insurer enrichment: every week it refreshes each insurer's premiums, market share, rating and motor figures, and appends dated leadership and news entries. Every finding carries a source URL, unsourced means unwritten, and material signals go to the Market Intelligence Hub marked Unverified for BD to confirm.
• Event follow-up: for the Agents of Insights event list, now over 600 participants, it routes each person by registration and attendance into one of seven tracks and drafts the next message in their preferred channel. Marketing reviews and sends.
• None of the three ever sends anything. Every message is a draft for a person.

In August Axxion decided that company research would live in Notion and relationships in Attio, with one rule they wrote themselves: no field has two editable owners. That left the Insurer and Workshop objects holding little of their own. We checked the live workspace before proposing anything: 267 insurer records with 13 of 35 fields empty, 209 workshop records with 26 of 38 empty, and every commercial field empty on both.

So we folded them back into Companies over a week, in a fixed order: archive everything first, map every insurer and workshop record to its company, split the parent companies that were really several legal entities (15 new companies, such as a life arm separated from its general insurer), rebuild the lists that would have died with the objects, rebuild the panel links company to company, and only then delete. Today 191 workshop companies show which insurers' panels they sit on.

Nine research values now sync from Notion onto each insurer company daily: report link, last verified date, headline financial figure and credit rating with its agency and date. The job matches on the Attio record ID and nothing else, never deletes, and its first release only reported disagreements before it was allowed to write.

The 60-point Workshop Assessment was well designed and never used: 70 attributes and zero entries seven months in. Assessments moved to Notion with the rest of the research, and we archived 57 workshop fields that were empty on every record or duplicated one that worked. A field nobody fills is not a neutral cost. It makes every record look unfinished.

Axxion also caught a trap in Attio's own filters. Filtering insurers on active equals false also returns records where the field is empty, so a view claiming about 200 inactive insurers was really 22. Counts now come from verified exports, not from filtered views.