Latest Blogs: Data in P&C Insurance and Business
Learn how to improve ongoing operations and take on ambitious integration projects.
Guide to Applied Epic Optimization: What It Actually Means and Where to Start
If you’re running Applied Epic without optimization, you very likely are using roughly 20-30% of what you’re paying for. You launched Applied Epic, reviewed its configuration , but largely left…
AI for Insurance Agencies: 2026 Outlook for What Actually Matters
The AI hype train in insurance is loud and getting louder. If you’re trying to think clearly about AI for insurance agencies in 2026, you will hear about it from…
Applied Epic Audits: Building a Practice Across People and Data
Most agencies know they should be auditing. What stops them is not ignorance of the idea. It’s that auditing feels like overhead when renewals are stacking up, the team is…
Applied Epic Training: The Employee Onboarding Guide for Insurance Agencies
Most agencies treat training as a one-time event. You hire someone, you get them into Epic, and you assume the rest takes care of itself. If they already have Epic…
Automation for Applied Epic: Bulk Operations in Enterprise Administration
Agencies are readily willing to automate sales and marketing, add CRM platforms, and email sequences. These investments make sense because they connect directly to revenue. What gets ignored is the…
Buying an Insurance Agency End-to-End Guide: Find, Derisk, Buy, Merge, Integrate
Insurance agency acquisition remains one of the most competitive areas in financial services M&A. Buyers regularly face fierce competition for quality targets. The agencies that do sell often generate multiple…
Data Mapping Between Systems: Keys, Values, Relationships (with P&C Insurance Examples)
When organizations migrate data between systems or bring together data from different sources, they face a challenge. The same real-world entities exist as different records with different IDs across each…
Data Governance in P&C Insurance for Applied Epic and Vertafore’s AMS360
Insurance brokers waste resources and precious time on inefficient AMS data management. Their data teams spend countless hours in Agency Management Systems (like. Applied Epic and AMS360) limited by a…
Data Normalization Tools and Techniques: A Practical Guide
Messy, inconsistent data makes it hard to gain insights and make informed decisions. There are some normalization techniques and solutions you may already be considering. Software can help you standardize…
Data Preprocessing vs. Handling Business Systems Upstream
Larger businesses handle data across multiple systems, each built to serve distinct business functions. While basic data preprocessing focuses on cleaning and standardization, core business systems reality reveal deeper challenges…
Data Mapping Tools and Techniques for Enterprise Scale
Data mapping, understood as mapping records and fields between systems is not an easy task. It’s way more than that. This process accompanies post-M&A integration in acquisition-heavy industries as well…
Machine Learning in Entity Resolution: Automating Data Standardization at Scale
Entity resolution fundamentally transforms how organizations handle data matching and standardization. Manual processes and rule-based systems fail to address real-world complexity the more so, the larger the scale. Machine Learning…
Insurance Data Migration in Agency Acquisitions – Consolidating Your AMS Policy Data
M&A growth pushes insurance brokers to address system consolidations. Each acquired agency brings its own Agency Management System (Applied Epic, Vertafore AMS360 etc.) with unique data structures, business rules, and…