Apps & Bits 
Over the last few months, after the sale of Vectice, I’ve been thinking about where AI can have the most practical impact. Much of my recent work has been with large enterprises, including banks and other highly regulated organizations. These companies have the resources to invest heavily in technology, data platforms, governance, and automation.
But smaller businesses often face similar operational challenges without the same budgets, teams, or technology resources. That is one reason I’ve been drawn to independent insurance agencies.
Insurance has modernized in many ways, but the day-to-day work is still highly fragmented. Agencies manage customer conversations, carrier portals, AMS systems, PDFs, renewals, service requests, and follow-ups across many disconnected tools.
That fragmentation is especially visible in quoting, where insurance quote automation can help agencies structure intake, reduce repeated data entry, and connect the manual work around raters, carrier portals, documents, and AMS handoffs.
The Challenge of Modernization
One pattern I keep hearing is that many agencies are tired of software that promises efficiency but creates more work first: setup, configuration, onboarding, training, and daily management.
AI should help differently. It should fit into the workflows agencies already use, not force them to change how they operate or learn new software. It’s about bringing the same rigor and automation found in enterprise systems to the local agency level, but with a focus on simplicity and immediate utility.
Looking Forward
I am excited to help agencies bridge this gap. If you know independent agency owners, operators, consultants, or people with experience in the industry, I’d be grateful for an introduction. I’m looking to learn more about the specific friction points that are holding teams back.
Thank you in advance for any suggestions or intros. 👋