September 23rd

Date & Time: September 23rd, 12:00pm

Timezone: Mountain

Presented By

Webinar Presented by: Jordan Draper, Todd Daily, and Josh Millspaugh

Jordan Draper, Todd Daily, and Josh Millspaugh

Topic

Introducing Portal One by Premium Logic

Join Jordan, Josh, and Todd from Premium Logic while they discuss how Premium Logic brings Money Ball to your agency!

 

Premium Logic helps independent insurance agencies turn data into actionable insights that drive smarter decisions and profitable growth. Built by agency owners, for agency owners, Premium Logic transforms data from agency management systems, CRMs, financial platforms, and other business tools into intuitive, customizable Power BI dashboards.

Founded by Todd Dailey, Premium Logic was built on decades of industry experience and a unique perspective that spans both the carrier and agency sides of the business. Todd began his career in the analytics department at Safeco, where he developed a deep understanding of insurance data and business intelligence. Today, he also serves as the Chief Operating Officer of Insurance Management Group, giving him first hand insight into the operational challenges and opportunities independent agencies face every day. This combination of carrier expertise and agency leadership has shaped Premium Logic’s practical, results-driven approach to analytics.

From producer performance and retention analytics to financial reporting, carrier insights, workload management, and sales pipeline tracking, Premium Logic equips agency leaders with the information they need to improve operations, increase profitability, and uncover new growth opportunities. Rather than simply reporting on what happened, Premium Logic helps agencies understand why it happened and, more importantly, what actions to take next.

Today, agencies across the country rely on Premium Logic to become more data-driven, more efficient, and better equipped to make confident business decisions.

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