RiskAdvisor

We're excited to be at the IIABSC Spring Conference today hanging out! If you'll be there, make sure to stop by and say hey to the David's at Booth 58! You can learn more about RiskAdvisor and... Grab your RiskAdvisor shirt ?? and enter for a chance to win one of two bottles of Bourbon ?? See you soon!

As AI and technology become more common, I believe this creates a big opportunity for independent insurance agents. Here are four areas agents should know about: 1 // AI Replacement – Technology doing jobs on its own. 2 // AI Enhancement – Technology improving your abilities. 3 // AI Assistance – Technology helping you with everyday tasks. 4 // Manual Automation – Using tools to make routine tasks easier. However, many agents quickly step away from areas where their personal skills matter most. Here's where I think agents bring the most value, ranked by importance: 1 // First Contact – Asking the right questions to understand what your client needs. 2 // Proposing Options – Suggesting insurance plans that meet the client’s specific needs. 3 // Explaining the "Why" – Clearly showing why these options are best for the client. If you stop doing these important tasks yourself, clients might not see your true value. They might not understand what makes you different from others. Your goal is to clearly show your value in ways your clients can easily see and appreciate—and know that only you can offer that special value. Let me know your thoughts and where I need to keep digging deeper. Looking forward to the conversation!

RiskAdvisor makes Data Intake Simple. 1 // Have a conversation with your prospects 2 // Follow the prompts 3 // Enter the data into our streamlined platform 4 // Distribute to where you need the data to go No missed data points. No double entry. The RiskAdvisor way.

Guide the conversation. Don't box it in. RiskAdvisor's conversational guide helps insurance agents ask the right questions at the right time. No clutter, no scripts. Just simple conversations. Get the information you need to close more deals.

?? The Davids are hitting the road! We’re excited to be heading to IIABSC’s Spring Conference next week and can’t wait to connect with everyone there! ?? Let us know if you’ll be attending—see you soon! ?? #IIABSC #SpringConference #Networking

Your Sales Team is Pissing your Service & Retention Teams Off Here’s what I mean. If your sales team doesn’t have a set process it will lead to a few things for your service team: 1 / Frustration 2 / Increased Work Load for your team 3 / Increased Work Load for your client 4 / Increased Chance of Incorrect Data With the number of accounts needing to be remarketed because of the current market conditions this can cost you and your agency thousands. Here’s how you can increase sales while helping your service team all at once. Implement RiskAdvisor in your agency. I know, I know. Of course I would say that but here is why: 1 / It will help you implement a set process for your sales team. 2 / It stores a complete submission in one central location. 3 / It streamlines the renewal process that can be easily finished up in less than 1 minute. 4 / All while sending this organized and complete submission to your Virtual Professional(s), CRM(s), Rater(s), Underwriters and E&S Wholesale Brokers with a single click. “The best time to implement RiskAdvisor is last week because it starts the renewal clock that much sooner” - Eric Roberts I guarantee that RiskAdvisor will help you and your agency operate more efficiently.

When the king of Agency Efficiency speaks, you listen. Michael Cruz joins us on the Blog today to break down his Best Practices when it comes to Implementing New Technology in his Agency. Here's the TL;DR - Training Matters: Use walkthroughs, hands-on training, and spot checks to ensure full adoption. - Implementation Plan: Move strategically, document needs, and get team buy-in early. - Clear Timelines: Set milestones and create urgency—people resist change naturally. - Choosing the Right Tech: Consider compatibility, scalability, ease of use, security, support, and cost. - Ownership & Accountability: Leadership must drive implementation, but delegation is key. Want the full breakdown? The Link to the blog post is in the comments ??

We don't sell RiskAdvisor as a Time-Savings tool. It's so much more than that and the agent's who are utilizing RiskAdvisor see an uptick in: - Closing Ratio - Average Lines of Business per Account - Revenue per Account But that doesn't mean that RiskAdvisor isn't also a Time-Savings tool. Cory told us recently that it's making his life a LOT easier to enter data into RiskAdvisor and allowing it to flow into his rater and his other systems. This allows him to be more efficient while also reducing the back and forth with his prospects. A good intake call doesn't mean a long intake call but a RiskAdvisor intake call sure does mean a better intake experience. Check RiskAdvisor out today to see if it's right for your agency.

My favorite part about this testimonial is that it is a follow up testimonial from a couple of years ago. My favorite thing that Stephen says is "I wish we did it from day one. The ability to bring on team members and have everybody rowing in the same boat from a data entry standpoint..." The best time to structure your data intake process is yesterday. The 2nd best time is today. Book your Demo in the comments ??

At RiskAdvisor, we make it easy for your prospects to give you more - more insights, more data, and more opportunities to close the right business. With our intuitive client facing QuoteForms and our Agent Facing Conversational Forms, you can start and guide the insurance conversation effortlessly, ensuring you collect better data upfront and deliver faster, more accurate quotes. Stop chasing incomplete information—let your prospects drive the conversation while you focus on closing the deal.