Holmes Murphy has launched Holmes Base, a proprietary platform built on Salesforce Financial Services Cloud that the company says centralizes policy lifecycle management, exposure management, document access and data analysis for its property casualty clients.
The insurance brokerage says Holmes Base makes it one of the first major brokerages in the industry to consolidate those functions into a single digital platform, replacing legacy systems that have long been standard across the insurance sector.
“With Holmes Base, we are not just upgrading technology, we are rewriting how a modern insurance brokerage operates,” said Dave Ashton, Holmes Murphy’s chief information officer. “The industry has talked for decades about the need to break free from legacy platforms. We’re finally doing it. Holmes Base unifies data, workflows, and employee experience in a way that positions us years ahead of where traditional systems could ever take us. This is a foundational moment not just for Holmes Murphy, but for insurance operations as a whole.”
The platform includes an AI-enabled search engine designed to give employees faster access to client documents and reduce time spent navigating multiple systems. Holmes Murphy says the tool supports every stage of the property casualty policy management lifecycle with built-in tasks and workflows intended to standardize processes across teams.
“This is history-making for Holmes Murphy and a testament to our commitment to innovation,” said Charisse Vaughn, Holmes Murphy’s chief operations officer for brokerage services. “Holmes Base elevates how our teammates work, collaborate, and serve clients. Modern technology doesn’t just make us more efficient, it enhances the employee and client experience in meaningful, measurable ways. We are intentionally designing for the future, not relying on frameworks of the past.”
Holmes Murphy said it is already working to expand Holmes Base to include employee benefits as the next phase of what it describes as a multi-year strategic technology transformation.
Holmes Murphy was founded in 1932 and operates as an independent brokerage serving clients across multiple industries. The company has Eastern Iowa offices in Cedar Rapids and Davenport.
