In this episode of ” Talkin’ Tech” with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with David Watson, CEO of Risk Advisor to discuss IndieTech and why more companies like Risk Advisor are becoming so crucial to long term agency success in this industry.
Episode Highlights:
- David discusses his background and his path to becoming an insurance agent. He also shares his experience starting his own agency and eventually being acquired. (4:13)
- David shares what led him to start his own IndieTech company, Risk Advisor, to solve a problem for his agency and other agents. (12:05)
- David discusses the upcoming IndieTech Showcase event and why it’s important for the insurance industry. (19:08)
- David gives a brief demonstration of Risk Advisor and emphasizes the importance of building relationships with clients. (22:54)
- David introduces Risk Advisor’s agency proposals, which generate branded proposals based on the risk profile and carrier rating which include a premium summary and pre-filled claim scenarios. (31:42)
- David recommends Advisor Evolved and Slack for automation and team communication, and Calendly for scheduling. (35:09)
- David mentions that Risk Advisor offers special pricing for agents who are two years or newer in the industry. (38:16)
Key Quotes:
- “What I’m excited about with the IndieTech Showcase is…it’s all about tech for the independent agent. But then also, I love what he’s doing with the kind of the walkthrough. You’re going to be placed in the piece of the customer journey that your technology is focused on.” – David Watson
- “We are helping you take in all this information, and why not make it easy to on the back end, once you’re done and know where you’re going to be recommending, why not make it easy to generate branded proposals?” – David Watson
Resources Mentioned:
- David Watson LinkedIn
- Risk Advisor
- IndieTech Showcase Experience 2023
- Danny Lawrence LinkedIn
- Reach out to Mitch Gibson