The Scratch Agency Podcast

Risk Advisor Update with David Watson


Listen Later

Welcome back to The Scratch Agency Podcast! In this insightful episode, we sit down with industry expert David Watson to delve into the dynamic world of risk advisory tools and his extensive experiences in the insurance industry. Tune in as we explore key topics and gain valuable insights that can shape the future of insurance agencies.

⏰ (0:00) - Introduction

⏰ (1:27) - Insurance Industry Experience and M&A Activity

⏰ (9:11) - Risk Management Platform for Insurance Agencies

⏰ (13:26) - The Importance of a Centralized Data Management System

⏰ (17:28) - Using Risk Advisor for Agency Growth and Efficiency

⏰ (22:56) - Automating Data Entry for Insurance Leads in Agency Zoom

⏰ (29:21) - Future Plans for a Risk Management Platform

⏰ (34:43) - Risk Management Tools for Insurance Agents

Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com

📌 Connect with us on social media:

Instagram: @thescratchagencypodcast

TikTok: @thescratchagencypodcast

🔗 For more exclusive content, visit our website: scratchagencypodcast.com

🚀 Join us on this journey as we unravel the intricate world of risk in the insurance industry and explore the cutting-edge tools that are reshaping the landscape. Whether you're an insurance professional, entrepreneur, or simply curious about the ins and outs of risk management, this episode is packed with valuable insights you won't want to miss!


...more
View all episodesView all episodes
Download on the App Store

The Scratch Agency PodcastBy The Scratch Agency Podcast

  • 5
  • 5
  • 5
  • 5
  • 5

5

21 ratings


More shows like The Scratch Agency Podcast

View all
Agency Nation Radio by Agency Nation - Insurance Marketing and Technology Strategists

Agency Nation Radio

48 Listeners

Agency Intelligence: The Insurance Podcast Network by Agency Intelligence

Agency Intelligence: The Insurance Podcast Network

50 Listeners

The Insurance Guys Podcast by Scott Howell & Bradley Flowers

The Insurance Guys Podcast

202 Listeners

The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

The Ridiculously Amazing Insurance Podcast

19 Listeners

Unstoppable Profit Podcast Hosted by Mike Stromsoe by Mike Stromsoe

Unstoppable Profit Podcast Hosted by Mike Stromsoe

13 Listeners

Vertafore Insurance Podcast by Vertafore

Vertafore Insurance Podcast

35 Listeners

Power Producers Podcast by David Carothers

Power Producers Podcast

117 Listeners

Insurance Town by Heath Shearon

Insurance Town

52 Listeners

Getting Past the Premium by Elliot Bassett & Ryan Brott

Getting Past the Premium

16 Listeners

Insurance Producers Podcast by Cyrus Jaffery

Insurance Producers Podcast

4 Listeners

The Insurance Buzz by Michael and Courtney Weaver

The Insurance Buzz

126 Listeners

The Max Revenue Show by Max Revenue

The Max Revenue Show

14 Listeners

Insurance Refocused by Lindsay & Carey Wallace

Insurance Refocused

46 Listeners

The Insurance Perspectives Podcast by HawkSoft

The Insurance Perspectives Podcast

2 Listeners

Rise and Bind by Advisor Evolved

Rise and Bind

0 Listeners