My Companies
I don't write about insurance agency technology from the outside looking in. I build and run it across five companies in staffing, insurance, insurtech and events. Here's where I spend my days.
The Portfolio
Virtual Intelligence is an insurance agency staffing company. We place trained virtual employees inside agencies to handle back office and client-facing work: quoting, renewal processing, policy management, certificates of insurance and customer service. Every VE arrives with at least two years of agency experience, so licensed staff get their time back instead of training someone from zero.
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The Insurance Alliance is an independent insurance agency serving Illinois and Indiana since 2010, with offices in Centralia, Maryville and Greenfield. Personal, commercial, life and group benefits, placed with top carriers. This is the agency where I test everything I recommend, which is why my technology advice comes with a licensed agent's scar tissue.
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NexAgency builds NexOne, an AI routing and orchestration platform for independent insurance agencies. It classifies every incoming call, email, form and text into the right service category and routes it to the right person, with full traceability from intake to close. Roads before cars. Get the routing right and automation becomes safe to deploy.
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IndieTech is a hands-on technology conference for independent insurance agents, held in West Palm Beach. Learn, create, execute. Real tools and real strategies from people who actually run agencies, plus BrainShare, a mastermind format built around agency management, leadership and succession planning.
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Agency Intelligence is the operating manual for building modern insurance agencies. A podcast network, a blog and a mastermind community, all built around structure, routing and the metrics that actually move an agency. Practitioners talking to practitioners, not vendors talking at them.
Learn MoreI speak to agents, carriers and insurtech teams about what actually works in an independent agency and what quietly wastes money.