We’re an independent insurance agency moving from InsuredMine to HubSpot and will be starting with one of the lower paid plans while we figure out our workflows with just 6 accounts for now.

Epic will remain our main system, but or now, we really just need HubSpot to help producers stay organized with prospects, pipeline, follow-ups, tasks/reminders and some basic marketing. We definitely don’t want to create another system that requires a ton of duplicate entry.

For anyone who has implemented HubSpot, what do you wish someone had told you before you started?

I'm interested in what people have learned actually using it. Things that caused headaches, setup decisions you regretted, features or limitations you didn’t realize would matter, or things you’re really glad you did early on.

We’re trying to keep the initial setup simple enough that people will actually use it, but flexible enough that we can build on it later.

Any real-world advice is appreciated!

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.