A 2-hour working session

Beyond the Patchwork

Building the Modern Independent Agency Tech Stack

The resource kit from the session. The deck, the scorecard, the Monday-morning checklist, and an open invitation to talk through your hardest workflow — use any of it on any stack you run.

Get the deck & checklist Bring me your hardest workflow

What the session covered

Five threads — vendor-neutral, usable Monday morning.

1 · Where the cost is hiding

The four places money hides in an agency stack — paying twice, the integration tax, seat sprawl, and the invisible "human glue."

2 · What "unified" looks like in 2026

The five properties of a modern platform — and why unified doesn't mean one vendor forever or a walled garden.

3 · AI at the desk

Policy comparison, document automation, Outlook writing assistants, "ask your data" reporting — plus where AI bites (privacy, E&O, shadow AI).

4 · Your hardest workflow

Working the room's real problems live: what triggers it, what it touches, and one realistic way to cut it in half.

The Monday-morning checklist

Five things you can do this week — no matter what vendors you run.

List every subscription and its monthly cost in one sheet.
Circle the overlaps — anywhere two tools store the same data.
Find one seam to kill this quarter — the worst copy-paste in your day.
Write a one-page AI acceptable-use policy — even three sentences beats "shadow AI."
Score your platform against the 5 properties: one source of truth, modular, open, maintained, AI-native.

Resources

Everything from the session, in one place.

📊 Slide deck — Beyond the Patchwork PDF ✅ The 5-property scorecard + Monday-morning checklist PDF 📝 Agency stack questionnaire 3 min 📕 The Insurance Agency's Non-Techie Guide to Cyber Security Amazon ↗

Bring me your hardest workflow

Drop the workflow that eats the most hours in your week and I'll send back a useful take on how to cut it down.