ALL POSTS

Epic Already Knows Who Owns the Renewal. Does Your Team?
Renewal season shouldn’t open with a spreadsheet and a game of “whose account is this?” You know the week. The renewal list comes out,

The Book Knows Before You Do
Every agency believes it knows its book. Very few are actually reading it. Most agencies are sitting on more revenue than their book currently shows.

Insurance Is a Relationship Business. AI Just Changed What That Means.
It is 2:14 AM. I should be asleep. Instead, I am staring at AI adoption curves in insurance, and one thought will not leave me

The Epic Upgrade That Takes a Minute, Not a Migration
Closing the gap used to sound like a six-month project. Our latest upgrades make it a setting you turn on. We’ve spent a few

Your Producer Logged the Call. Did Epic Ever Hear About It?
A single day’s activity, and the people on the other end of it. “Can you remind me what we talked about last week?” It’s a

The Money Nobody Saw Leave
The most expensive problems are invisible too No one sends an invoice for a client who felt forgotten. If you caught our Applied Epic numbers

We Are Probably Underestimating What AI Will Look Like in 2028
And the reason has less to do with AI than with how humans imagine the future. Try a small thought experiment. Go back exactly two

The Gap Every Agency Has, Whether or Not You See It
Pulling up a dashboard is now an instinct among agency principals. Ask how their book is doing, or how many insured they have, or how

The Insurance Industry Solved Recording. It Still Hasn’t Solved Acting
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