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David Stewart

๐Ÿ‘ค Speaker
252 total appearances

Appearances Over Time

Podcast Appearances

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

If you don't tell me, I can't fix it.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

So spending time with them has been really helpful for that.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

One other thing that we do well is work with our vendor partners.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

So we work with a lot of insurance companies.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

I mean, we sell insurance.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

We've got 20 different partners.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

And so every time I have the chance to interact with them, I always ask what's coming around the corner that I don't see.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

And these are multibillion dollar companies that are heavily invested in everything you can think of related to our field.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

And, for instance, our territory representatives, well, they work with thousands of agencies.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

They're inside these agencies seeing things that they do well every single day.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

So I ask them, hey, what are our competitors doing?

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

What do you see that people are doing well?

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

What things could we take advantage of?

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

Here's some of the challenges that I'm seeing.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

What have you seen?

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

What are they doing to solve this?

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

With that, we have a lot of data on all of our clients.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

So you mentioned the client lifecycle.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

So we were able to look at the data from thousands of clients with these insurance companies and seeing at what point are they canceling their policies.

The Action Catalyst
Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology)

And we noticed that certain companies' clients would cancel after 60 days.