[00:00:02] - Jim introduces guest David Watson.
[00:02:22] - Marble Box is a virtual insurance processing team. RiskAdvisor uses Marble Box in its agency and they have done 560 tasks for them in the first month alone.
[00:06:01] - BlueLake Insurance started in 2016 and was a one-man shop. It was acquired and merged with Mappus Insurance out of Charleston. David met his business partner in Phoenix for innovation.
[00:11:28] - It's been a learning curve building a custom insurance tech product for agents. It's not for everybody, but for those who want to go more in depth and build rapport with their clients.
[00:19:18] - RiskAdvisor is focused on data integration and automated underwriting. The company has easy links and radar integration, and some agencies are already using it.
[00:20:45] - Building rapport with clients is key to winning business and developing long-term relationships.
[00:32:41] - David answers AGA’s rapid fire question round.
[00:34:44] - RiskAdvisor is writing a book on the power of storytelling and business. Being able to tell and use your story to communicate is vitally important.
[00:42:55] - David recommends taking the time to evaluate and put into place processes to protect your future time and to celebrate wins.