Too Much Technology for Insurance Agents

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In this episode, we dive into one of the biggest hidden problems in the insurance industry today: technology overload. Agents are signing up for CRMs, automation platforms, marketing suites, quoting tools, and “all-in-one” systems—only to discover that most of them create more work, more confusion, and more phone calls.

If you’ve ever felt buried under dashboards, logins, notifications, and workflows that don’t actually make you more efficient, this episode is for you.

I break down:
Why insurance agents end up with tech that doesn’t match their agency size
How certain platforms actually increase phone volume—especially when you don’t have support staff
The hidden cost of tools that create extra steps instead of removing them
How “fear of missing out” pushes agents into systems they don’t need
The simple framework for deciding which technology truly improves your workflow
This episode gives you a practical, honest look at what technology is worth keeping—and what’s holding you back from writing more business.
Whether you’re a solo producer or running a small agency, you’ll walk away with clarity on how to simplify your tech stack, reduce friction, and choose tools that fit your business—not someone else’s.
Tune in and learn how to reclaim your time, your sanity, and your efficiency by doing less… but smarter.