Looking for some honest feedback from other Applied Epic agencies.

We're currently using InsuredMine (and have been for a year), but adoption has been tougher than expected. Our producers want to work in Outlook, not log into another system, and right now it feels like they're being asked to spend more time documenting activities than they would by just working in Epic.

Part of the challenge is that we've tried CRMs in the past that never really stuck, so there's already a lot of skepticism. Nobody wants double work, duplicate data entry, or another system to maintain.

We're a team of about 15 producers, and our goal was to have a CRM that could become the primary workspace while syncing activity back to Epic. InsuredMine does some of that, but not as seamlessly as we hoped.

For those using Applied Epic:

• What CRM are you using?
• Do your producers actually use it?
• Can they work mostly from Outlook?
• Does it reduce work or create more of it?

I'm also starting to look at Salesforce because of its relationship with Applied, but I'd appreciate hearing what's working (or not working) in the real world.