The InsuredMine Blog
Featured Posts

Building Accountability: An HPM Insurance Story
Every agency can tell you what it wrote last month. Very few can tell you what it lost, or why. For HPM Insurance, one of

Making Your Insurance Agency AI-Ready for 2027
In May, SIAA announced preferred access to Momentum AMP’s agency management suite, at member pricing, for its 5,200+ member agencies through its TechFinder program. Momentum’s

The AI Conversation Your Insurance Agency Needs to Have
Thursday, 3:45 p.m. Matthew hurries back to his desk. Lunch cut short, too much still to close out. A sticky note reads: “mail renewal- Jen,
Recent Posts

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

The Book Knows Before You Do
Every agency believes it knows its book. Very few are actually reading it. Most

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

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



























