Putting People and Process Before Technology with Todd Dailey

On this episode of Agency Nation Radio, we meet Todd Dailey, president and COO of Insurance Management Group in Indianapolis, Indiana. 

Dailey takes a people-first approach to technology, prioritizing people, then process, and finally technology. He believes that employees who have the right support and resources are better positioned to deliver a positive client experience. That’s why he places greater emphasis on building effective processes than on the technology itself, ensuring employees have the tools and support they need to succeed. 

“Technology should come last because it only magnifies the quality of the process underneath it,” Dailey says. “If the process is poor, the technology can make the problem worse, but if the process is strong, technology can make it more effective.” 

This episode is sponsored by Liberty Mutual. 

Explore new products, enhanced quoting, and more than 650 classes on our small commercial agent portal.

Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts.   

Dailey was also featured in the October issue of Independent Agent. Check out his interview or read the full issue online.