Agency Intelligence

The MVP Podcast: Talkin' Tech with Danny Lawrence | David Watson

Informações:

Sinopsis

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-fi