Eight years inside independent agencies evaluating technology. No platform affiliations. No vendor relationships. What's here is what I've seen work — and what I've seen fail six months after go-live, when the vendor's already moved on to the next sale.
I'm CTO at Virtual Intelligence, Agency Intelligence, and The Insurance Alliance, and co-founder of the IndieTech Conference. The read you get here comes from someone making these same technology calls inside real agencies every week.
Most InsurTech content online is written by vendors, funded by platforms, or produced by people who haven't been inside an agency in years. What you'll find here is different. Every comparison, every breakdown of a failed implementation, every update on what's actually moving in the market comes from the buying side.
If you've ever felt lost about how to make your agency grow with technology, you're in the right place.
One email a month. What I'm seeing inside agencies, filtered down to what actually matters for yours.
The AI conversation in InsurTech is happening in two places: vendor roadmaps and actual agency workflows. Here's what's in use this week — and what's still a pitch deck.
What's actually in use inside agencies this week — and what's still a roadmap slide.
Most agencies put everything into implementation. The harder problem starts when the vendor leaves.
Choosing a comparative rater isn't just about speed. Here's where each one earns its keep.
The part of an AMS implementation most agencies don't plan for — until it's too late.
Most agencies buy an AMS the wrong way. Here's what to evaluate before you sign.
There's no magic number. How to think about tech spend from the buying side, and tell overpriced from worth it.
Most AMS reviews are shaped by the vendors they cover. How to read them, and the questions that reveal whether a platform works.
Agencies mix these up constantly, and it costs them. The real difference from the buying side, and which one you need.
A lot of what's on this hub assumes you've already got an agency running. If you're earlier than that, start here. The wrong tool costs a new producer more, because you haven't seen enough of them fail yet to know the tells. The monthly breakdown covers which tools are worth learning, what to skip, and how to hold your own in a tech conversation.
Get the monthly breakdown