David Stewart

speaker

252 appearances 1 recordings 1 series first heard Jan 2026 last heard 13 Jan

David Stewart’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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The Action Catalyst · Scaling With Purpose: An Action Catalyst Panel (Business, Leadership, Growth, Technology) · 13 Jan 2026 podcast

Well, maybe they didn't finish their onboarding documents.

So now we need to create a process to help them get their documents done.

Simple fix.

We just didn't even know it was a problem.

Or towards month 10.

Well, that's when their renewal comes out.

They get a document saying my premium's going up.

We need to get in front of that.

So can we add some text messages, some emails, and then some phone calls to make sure that we get ahead of those steps and alleviate any stress or frustration from our client, help remind them why they work with us, and implement processes there.

So our carriers are our partners in this business.

And they have so much data, it's insane, actually.

But being able to find some key points that are easy to implement has been helpful.

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