RiskRevu with Kurt Thoennessen, Episode #202

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Kurt Thoennessen, personal risk advisor at Ericson Insurance Advisors & the founder and CEO of RiskRevu. Kurt talks about how digital forms allow insurance agencies to focus on serving their customers instead of spending time gathering information.

Episode Highlights:

• Kurt shares his professional background and how he got into insurance.(2:35)
• Kurt shares about family and multifamily offices, what they are and how they work. (7:49)
• Kurt explains that they are looking to work with people that value them as advisors, people that are looking to them for advice about insurance. (12:47)
• Kurt discusses how he deals with gathering the necessary information from high-net worth clients. (18:56)
• Kurt shares that at Ericson they built a particular webpage called the “client diagnostics center” with specific client questionnaires. (26:14)
• Kurt explains what led him to start RiskRevu which provides prebuilt digital forms for insurance agencies to gather information from their clients. (29:01)
• Kurt shares his experiences being invited to conferences and his insights about the difference between then and now. (32:00)
• Kurt discusses the possible expansions that he sees, not only for RiskRevu but for the industry as well. (36:04)
• Kurt explains that he is most passionate about and focused on sharing with agents that there is a better way to gather information. (40:27)

Tweetable Quotes:

• “We’re looking to build those relationships, offer quality advice, and do the research so that we’re giving accurate answers. But we’ll work with anybody who wants to work with an advisor.” – Kurt Thoennessen
• “Data gathering happens when a client’s buying a new home, it happens when they’re changing their mortgage, it happens when they’re, you know, changing the usage of a car or a boat, or whatever the case is.” – Kurt Thoennessen
• “Right now, what I’m really passionate about and really focused on is just sharing with other agents that this is a better way to gather information. You can do it with your clients; they will be OK with it. In fact, many of them will like it.” – Kurt Thoennessen

Resources Mentioned:

• Kurt Thoennessen  LinkedIn
• RiskRevu
• David Carothers
• Kyle Houck
• Florida Risk Partners
• The Extra 2 Minutes