Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers sits down with David Watson, CEO of Risk Advisor to discuss the changes and advancements in Risk Advisor technology over the past two years, highlighting the importance of technology in improving efficiency and potentially impacting pricing in the insurance industry.

Episode Highlights:

  • David Watson discusses the importance of evaluating one’s schedule and having a supportive partner when starting a new venture, highlighting the need for a strong base structure both in business and at home. (6:15)
  • David Watson shares his recent business activities, including discovery calls, subscriptions, and referrals, emphasizing the importance of consistent and helpful content on social media platforms for generating leads and sales. (13:20)
  • David Watson mentions that the key to saving time and increasing agents’ efficiency is eliminating duplicate entries and streamlining data collection and integration with various tools such as virtual assistants, CRMs, wholesale brokers, and Agency Management Systems. (26:10)
  • David Watson discusses the importance of feedback and prioritizing user ideas, including forming an Agent Advisory Council. (31:43)
  • David Watson explains that exciting upcoming developments in the next year will include new tools and resources to help agency owners hire the right people and increase their closing ratio, ultimately making their agency more profitable. (41:36)
  • David Watson mentions that Risk Advisors offers a 7-day trial with automated onboarding, including setting up branding, integrations, adding team members, and scheduling an onboarding call for success. (44:28)

Tweetable Quotes:

  • “What we have been really focusing on this year is doubling down on helping agents have a better conversation, which is going to produce more sales, more cross-sells, and more revenue across the board.” – David Watson
  • “Our goal is to put out a platform that’s going to help you and your agent and your producers that you’re looking to hire be more efficient and make more money.” – David Watson

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Employee

Why Employee Ownership is the Key to Sustainable Agency Growth and Talent Retention

In an increasingly competitive commercial insurance landscape, agency owners are struggling to find long-term solutions for succession planning, talent retention, and business perpetuation. Many have considered private equity sales, others offer limited equity to top producers—but a growing number are discovering a more powerful alternative: the Employee Stock Ownership Plan (ESOP).

Read More »
Sales

How to Reverse Engineer Your Sales Funnel and Crush Your Q4 Insurance Production Goals

As we enter the fourth quarter, many commercial insurance producers begin to panic. Whether you’re behind on your goals or just trying to hit that final sprint, the Q4 crunch is real. But the producers who consistently win don’t treat Q4 as a Hail Mary. They plan with precision, reverse engineer their goals, and execute with ruthless consistency.

In this post, we’ll break down how you can reverse engineer your sales funnel, identify your revenue gaps, and finish the year stronger than you started. Whether you’re writing workers’ comp or cyber liability, these strategies apply across all middle market verticals.

Read More »
wholesale

Mastering Wholesale Partnerships: Submission Strategies, Underwriter Relationships, and Technology Tools for Middle-Market Success

In today’s competitive insurance marketplace, middle-market agencies must leverage every available advantage to win and retain business. One of the most underutilized yet powerful resources at an agent’s disposal is the wholesale market. By establishing strong partnerships with wholesalers, agents can access capacity, expertise, and proprietary programs that are often unavailable through direct channels. However, success in the wholesale arena requires more than simply submitting risks and hoping for the best.

Read More »
Client

How AI-Powered Workflows Are Transforming Sales, Marketing, and Client Communication

In the fast-paced world of commercial insurance, where every hour counts and every interaction matters, producers and agency owners are turning to artificial intelligence not as a replacement for human connection—but as a force multiplier. AI tools like ChatGPT are no longer just novelties or futuristic concepts. They are strategic business assets, helping commercial producers streamline workflows, scale personalization, and reclaim valuable time.

Read More »
Killing Commercial Login