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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. A driver gets added to a policy over the phone. Twenty

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
Recent Posts

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

Connected Isn’t Integrated – Not to Applied Epic.
How much of what your producers do all day actually reaches Applied Epic? Marcus

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

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


























