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 ...

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

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 ...

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 ...

A System of Action finds the work, ranks it, routes it, and stays on it until it’s done. That last part is the distinction that matters. Creating a ...

Pulling up a dashboard is now an instinct among agency principals. Ask how their book is doing, or how many insured they have, or how many policies ...

For growing agencies, a tools-heavy signing process becomes a failure point that scales with success. The bigger the agency, the more expensive the ...

The first red flag appeared during lead generation. The platform they chose had basic contact capture features and a clean UI, but very little ...

When Broadshire Risk Partners began its digital transformation journey, Salesforce seemed like the obvious answer. It had the name recognition, a ...