Overview

David Watson hosts a webinar based on a talk he gave at Indy Tech, sharing his background as a former agency owner and his current work building RiskAdvisor. He introduces the “prompt parallel,” explaining that intake is the first prompt given to a team, systems, and AI—and that clear, structured intake makes downstream sales, service, renewals, and remarketing easier, while vague intake creates extra work and client frustration. He shares two agency stories: a friend’s agency nearly losing its service team due to poor new-business intake that forced renewals to restart the process, and his own homeowner account that was reshopped without critical context (dangerous dog breed and an unfenced pool), resulting in underwriting issues and higher costs when the policy had to be rewritten as new business. He then demonstrates how prompt quality affects AI output using “dream house” examples, showing that adding context—or having AI ask follow-up questions—produces better results. He ties this back to consumer-facing insurance questions, noting prospects aren’t insurance experts and that intake should combine expertise, client goals, and rapport, positioning AI as supporting the human touch. He offers a custom GPT via QR code to help build better prompts through guided questions, mentions upcoming RiskAdvisor webinars, invites demos, and provides a calendar link for calls before closing with Q&A.

Timestamps

• 00:00 Welcome and Setup

• 00:26 Meet David Watson

• 01:28 Family and Industry Friends

• 03:09 What RiskAdvisor Does

• 04:31 Prompt Parallel Origin Story

• 05:58 Prompting and Intake Mindset

• 08:01 Intake Failures and Renewal Pain

• 10:39 Bad Intake Real World Example

• 13:36 Building the Perfect Prompt

• 14:01 Dream House Prompt Demo

• 16:11 Ask AI Better Questions

• 17:44 Intake Lessons for Prospects

• 22:15 Resources Custom GPT and Webinars

• 23:59 Wrap Up and Q&A

Resources

CustomGPT - Write better prompts

This CustomGPT is built to take a simple idea and turn it into a structured prompt. It’s yours to have. Prompt Builder

RiskAdvisor Demo

We’d love to host you on a demo to show you how RiskAdvisor is helping you structure your intake in a way that prompts the rest of your business the right way.
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Upcoming Webinars

Check out our upcoming webinars here.