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EPISODE · Feb 20, 2024 · 34 MIN

...Get more out of your team...

from Vertafore Insurance Podcast · host Vertafore

David Watson, CEO and Founder of RiskAdvisor and Equity Partner of Mappus Insurance Agency, is a thought leader in the industry, as it pertains to processes and procedures in your agency. He talks us through the impact of the customer journey, and how important it is to have a Customer Journey enhanced and driven by technology. Not only does he walk us through what he is doing in his agency at Mappus, but also talks to us about RiskAdvisor and how he's found a way to improve the quoting process. Meet David Watson and hear: David Watson's story of how he got in the industry and where he is today. How important David feels that it is to have Processes and Procedures set up for your agency. How he has leveraged automation in his agency's customer journey. A walkthrough step by step of his customer's journey, and the tech he uses to power this journey. A walk through RiskAdvisor and how you can use his product to enhance your agency process for quoting.

Episode metadata supplied by the publisher feed · Published Feb 20, 2024

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This episode was published on February 20, 2024.

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