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 Future of Insurance Technology Isn’t More AI Features. It’s an AI Operations Layer
The insurance technology industry has become obsessed with AI features. Every week there’s another

Why Most CRMs Go Quiet Exactly When an Independent Agency Needs Them Most
I have spent the better part of the last decade working closely with independent

Your Agency Outgrew Its CRM a Year Ago — Here Are the 5 Signs
The Honest Diagnosis Agencies rarely outgrow their CRM with a bang. They outgrow it

The Five Stages of AI Evolution — And Why AI Is Eating Itself to Build What Comes Next
From FTE reduction to the complete dissolution of the CRM — how AI is

5 Things Independent Agents Should Demand From Their CRM in 2026
The CRM market is consolidating. Vendor conflicts are rising. And the difference between

InsuredMine vs AgencyZoom: A Direct Comparison for Independent Agencies in 2026
Two CRMs. Very different ambitions. Here is what the data, the features, and the

Workflows That Work — Automating Without Losing the Human Touch
Why this matters now Every producer has been there: too many calls to make,
From Data Chaos to Clarity — Getting the Most from What You Already Have
Why this matters now If you walk into almost any independent agency today and

AMS vs. CRM — Where Each Fits in Your 2026 Tech Plan
Why this matters now If you’ve been in insurance for more than a few

The 2-Way Epic Integration Agencies Have Been Waiting For
For years, insurance agencies running Applied Epic had two choices: Live without true 2-way



























