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The Record Is Whole. Now Something Has to Act On It.
Friday 28th, 4:45 p.m. A producer stops at the doorway, half in and half out. He mentions, almost as an aside, that he hasn’t heard
The Epic Sync Nobody Has to Think About
Right now, in an Applied Epic agency somewhere, a producer just logged a call and moved on. She didn’t open Epic. She didn’t have to
“We Couldn’t Go Back”: Three Years on InsuredMine + Applied Epic, With Zero Double Entry
Three years running InsuredMine on top of Applied Epic — what it’s like once the gap between your CRM and your AMS simply closes. /*!
If CRM Is the Answer, What Is the Question?
Search answers the question you knew enough to ask. Intelligence identifies the question you didn’t know you needed to ask. That distinction is going to
The GOAT Walks. Your AI Strategy Should Too.
For most of any match, the best soccer player in the world is barely moving. That is not laziness — it is the whole strategy,
Connected Isn’t Integrated – Not to Applied Epic.
How much of what your producers do all day actually reaches Applied Epic? Marcus has been asking himself that for a month. He runs a
The AI Gold Rush Is Turning Technology Companies into Feature Factories
Everyone is building. Everyone is shipping. But how much of it will still matter next year? I recently asked our product and engineering team
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.
