Agency Operations

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

When insuring data centers, agents need to address the risks tied to both the physical facility and the technology systems, as exposures often extend across both cyber and technology errors & omissions coverage.

Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.

The story of InsurBanc is, in many ways, the story of the independent agent channel over the last quarter century—ready to evolve and adapt for whatever comes next.

Independent agencies are targeting growth while reshaping operations to better serve clients, according to the biennial study.

Building trust is less about the technology than the policies, training and oversight behind it.

Todd Dailey’s approach to technology follows a simple hierarchy: people, process, then technology.