The InsuredMine Blog
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AI, Actually: From Experiment to Advantage
Ask ten agency owners if they’re using AI, and most will say yes. Ask what it has changed, and the answers get interesting. Maybe it’s

Stop Asking Prospects to Remember Coverage. The Data Already Has the Answers.
Guest Contributor: Ray Huang, VP of Marketing, Canopy Connect A prospect calls in for a quote. Somewhere in the next twenty minutes, someone on your

The Gap used to cost millions to close. Now it’s closing on its own.
A client calls about a small change — nothing that seems worth a formal note, so it doesn’t get one. It lives in a producer’s
Recent Posts

The Call Ended. What Did It Leave Behind?
Every call is worth something, for about an hour. After that, it’s whatever someone

AI, Actually: From Experiment to Advantage
Ask ten agency owners if they’re using AI, and most will say yes. Ask

Stop Asking Prospects to Remember Coverage. The Data Already Has the Answers.
Guest Contributor: Ray Huang, VP of Marketing, Canopy Connect A prospect calls in for

The Gap used to cost millions to close. Now it’s closing on its own.
A client calls about a small change — nothing that seems worth a formal

5 Questions to Ask Before You Trust a CRM With Applied Epic
The demo will look perfect. These five questions tell you what happens after it.

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

The Epic Sync Nobody Has to Think About
Right now, in an Applied Epic agency somewhere, a producer just logged a call

“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

If CRM Is the Answer, What Is the Question?
Search answers the question you knew enough to ask. Intelligence identifies the question you

The GOAT Walks. Your AI Strategy Should Too.
For most of any match, the best soccer player in the world is barely



























