Every marketing page calls its CRM reliable. Agencies running it day to day, on Epic specifically, will tell you what really breaks — but only if ...

Last updated: September 2026 Jump to a section Quick answer The best free CRM tool for small businesses in 2026 is SendPulse, especially if you want to ...

Canopy Connect closes that gap by pulling policy details straight from the prospect’s current carrier—coverages, drivers, claims history, the full ...

September 7, 2026 10 min read ...

That’s a small version of a gap that has gotten measurably worse. In J.D. Power’s 2024 U.S. Independent Agent Satisfaction Study , the satisfaction ...

Real estate brokerages have never run on a single tool — and RISE was built with that in mind. That’s why we’re excited to ...

Scroll back through this account’s history: a billing call, months ago. A certificate request a few weeks later. A renewal email that went out and ...

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 — it was ...

It is said that change is the only constant and with change comes growth. Talking about the healthcare industry, in just a few years it has seen tremendous ...

AI’s Role In Insurance CRM Security | Agency Height ...