Once an Agent, Always an Agent
I renewed my insurance license today. I don’t plan on using it again… but at 33, you never really know.(What I do know is I never want to take that exam again 😅) I renewed it for a couple reasons:…
David Watson
Hey, I'm David, Founder of RiskAdvisor. Thanks for watching my proposal, let me know if you have any questions!
Stop Writing Everyone
Why Defining Your Ideal Client Will Save Your Agency I made the jump from Captive in 2016 when I started my scratch agency, BlueLake Insurance (acquired by Mappus Insurance in 2018). Prior to that, I had spent time at All-State-Farm-Bureau…
Trust First: A Quote Flow That Converts
Friendly Disclaimer If your quote flow works, keep it. Don’t fix what isn’t broken. Nothing here is one size fits all. Take what helps and skip the rest. Want more and better opportunities? Warmer leads, cleaner data, higher close rate?…
Why Online Raters on Your Website Aren’t Always the Answer for Insurance Agencies
Ever clicked “Get a Quote” online, only to realize the number you see isn’t the real deal? That’s the problem with most online raters. Insurance shoppers today expect instant answers. But here’s the kicker: sometimes those “instant” quotes are half-baked,…
How to Get 20 5-Star Google Reviews This Month
Let’s face it… most advice about getting more Google reviews boils down to “just ask more.”But what if you could earn reviews as a natural part of your process, without sounding desperate? If you’re running an independent agency, your online…
Top 10 P&C Insurance Podcasts (2025)
The podcasts your agency team should be binging between appointments, windshield time, or workout reps. Let’s face it—staying ahead in the P&C world requires more than grit and grind. You need fresh ideas, smarter workflows, and yes, some inspiration. Whether…
Intake Doesn’t Have to Be a Headache: Helping Agents Work Smarter with RiskAdvisor
Let’s talk about something every independent agent knows all too well: data chaos. You’ve got emails coming in at all hours, client info scattered across spreadsheets, texts, sticky notes, and let’s not forget those quick phone calls where someone says,…
Canopy vs. Gaya: Why Data Intake Still Wins
Let’s be honest. If you’re in personal lines or small commercial, you’ve probably hit this moment at least once this week: You’ve got all the client info, but now you’re retyping it into the rater… and then the carrier portal……
How to Automate Google Reviews for Your Referral Partners
Let’s be honest: our referral partners are the heartbeat of our business. Loan officers, realtors, CPAs — they send us leads because they trust us to take care of their clients. So when we deliver on that trust, why not…
Hiring for Potential: Why Personality Matters More Than Experience
Hiring for Potential: Why Personality Matters More Than Experience Hiring producers is one of the most important — and most difficult — decisions an agency owner can make. On paper, it’s tempting to prioritize experience. Someone who’s already been in…