Episode 30: Talkin’ Tech with Danny Lawrence | David Watson

Hey there, insurance enthusiasts! Mitch Gibson here, and I'm thrilled to bring you another exciting episode of "Talkin' Tech" on The MVP Podcast. In this episode, my co-host Danny Lawrence sits down with the remarkable David Watson, CEO of Risk Advisor, to discuss the growing importance of IndieTech in our industry and why companies like Risk Advisor are essential for long-term agency success.

David's journey in the insurance world is nothing short of inspiring. He shares his background and how he started as an insurance agent before eventually founding his own agency, which was later acquired. It was through his experiences in the industry that David identified a problem and decided to start his own IndieTech company, Risk Advisor, to solve it not just for his agency but for other agents as well.

One of the key highlights of the episode is the upcoming IndieTech Showcase event. David explains the significance of this event for the insurance industry, emphasizing that it focuses specifically on technology for independent agents. It's an exciting opportunity to explore the latest advancements and innovations that can revolutionize the way we do business.

David gives us a glimpse into Risk Advisor and its functionalities. He highlights the importance of building relationships with clients and how Risk Advisor helps agents streamline the process. With Risk Advisor's agency proposals, agents can generate branded proposals based on the risk profile and carrier rating, complete with a premium summary and pre-filled claim scenarios. It's all about providing a seamless experience for both agents and clients.

Throughout the episode, David shares some valuable tech recommendations. He suggests Advisor Evolved and Slack for automation and team communication, and Calendly for efficient scheduling. These tools can greatly enhance an agency's operations and productivity.

For agents who are just starting out in the industry, David announces that Risk Advisor offers special pricing. It's a fantastic opportunity for new agents to leverage the power of IndieTech and set themselves up for success from the get-go.

The passion and dedication David brings to the IndieTech space are truly inspiring. He envisions a future where technology empowers independent agents and transforms the way they serve their clients. With Risk Advisor at the forefront, David is paving the way for a more streamlined, efficient, and relationship-driven insurance industry.

So, my fellow insurance aficionados, be sure to tune in to this captivating episode of "Talkin' Tech" with Danny Lawrence and David Watson of Risk Advisor. Discover how IndieTech is shaping the future of our industry and why it's crucial for long-term agency success. And don't forget to mark your calendars for the upcoming IndieTech Showcase event – an experience you won't want to miss!

Stay tuned for more exciting episodes of The MVP Podcast, where we dive deep into the latest tech trends, strategies, and innovations that are revolutionizing the insurance landscape.

-Mitch Gibson