The Tech Shift Insurance Agents Didn't See Coming: Who You Work With Matters Episode 81

David Watson joins host Aaron Levine for a conversation that blends technology, entrepreneurship, and personal transformation.

David is the founder of RiskAdvisor, a platform born out of necessity—one that’s now helping insurance agencies streamline their intake processes, elevate their client experiences, and sell on value instead of price.

In this episode, David shares how a chance flight delay led to a pivotal partnership, how automating the right things gave his team back their time, and why building better systems isn’t just about profit—it’s about purpose.

They also dive into how Atomic Habits influenced his personal journey (he’s down nearly 40 pounds!) and why 1% improvement isn’t just a mindset—it’s a strategy.

👥 Whether you’re leading an agency or just passionate about building something better—this conversation is for you.