Master Risk Advisor with David Watson, Episode #268


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.

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David Carothers

Kyle Houck

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