8 years inside independent agencies evaluating technology from the buying side. No platform agreements. No vendor relationships. Just an honest read on what's worth your time — and what isn't.
"Every few months a new platform promises it'll transform how your agency runs. The demo looks clean. The rep is easy to like. Six months later, half your staff isn't using it. I've spent 8 years on the buying side figuring out why — and what to do instead."
The InsurTech Translator for independent agents. CTO at Virtual Intelligence, Agency Intelligence, and The Insurance Alliance, and co-founder of the IndieTech Conference. 8+ years evaluating agency technology from the buying side. No platform affiliations. No vendor relationships.
You've bought software nobody ended up using. You've signed contracts you regretted six months in. You're not sure which platform is worth the switch — or if switching is even the right call.
Confidence in your next tech decision. You'll know which tools agencies are actually adopting — and what to ask before you sign anything.
Mistakes
Mistakes
What's New
You haven't sat through years of demos yet. That's exactly why one wrong tool sets you back further than it does someone who's seen a few. Start with what I wish someone had told me early: which tools are worth your time, what to skip, and how to walk into a tech conversation without bluffing.
One email a month. What I'm seeing inside agencies, filtered down to what actually matters for yours.