How To Get Clear Metrics In Your Agency
Reporting is a nightmare, but it doesn’t have to be. In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro talks to Todd Dailey with Premium Logic about how you can finally get the metrics you deserve!
Episode Highlights:
- Todd introduces himself and shares a bit of his background in insurance. (2:07)
- Todd explains the importance of using data to understand where you are and where you want to go. (6:34)
- Todd shares some of the usual data challenges a company encounters and what Premium Logic does to help them. (8:52)
- Todd explains that there is an abundance of data in today’s world. (11:18)
- Todd shares that Premium Logic works hard to ensure that clients can easily visualise their data. (18:46)
- Todd thinks that some agency management systems are attempting to make strides with data. (22:14)
- Todd tells us which agencies he thinks should be getting this type of service. (34:27)
- Todd agrees that some agencies are not data experts and that’s normal. (38:39)
- Todd tells us more about what Premium Logic does. (41:04)
Key Quotes:
- “We don’t have any shortage of data in today’s world. It’s just the opposite. Like, there’s too much to make sense of, and that problem is only getting worse.” – Todd Dailey
- “I like to say that if you can get the data out of your system into a spreadsheet, there’s a good chance that we can help you out” – Todd Dailey
- “I grew up with a passion around small businesses and even small to medium sized businesses…that’s really our mission is to be able to help them compete in this data driven world with a lot of those large multinational entities, or, or nationwide groups and brokers that are getting bigger and bigger.” Todd Dailey
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