And I Quote: Building Relationships with Insurance Agents and Small Business Owners

In this episode of the podcast, Ashleigh Burden interviews Alexander Dopazo, Vice President of Dopozo Insurance. They discuss his journey in the insurance industry, the importance of building a network, understanding client needs, community engagement, leveraging technology, measuring success, and the future of the insurance industry. Alex emphasizes the value of relationships, the role of technology in enhancing client experiences, and the opportunities presented by change in the industry.Learn more about Alex Dopazo and Dopazo Insurance: Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexdopazo/Follow Dopazo Insurance on LinkedIn: https://www.linkedin.com/company/dopazoinsurance/Visit their website: https://www.dopazoinsurance.com/Learn more about Ashleigh Burden and Coterie Insurance: Connect with Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00- 3:00 - Introduction and Background03:10- 06:02 - Building a Network in Insurance06:02 - 8:45 - Understanding Client Needs08:45 - 11:57 - Community Engagement and Trust11:57 - 15:10 - Leveraging Technology for Success15:10 - 19:47 - Measuring Success and Feedback19:47 - 22:35- Future of the Insurance Industry

In this episode of the And I Quote podcast, Ashleigh Burden speaks with John Morlan, founder and CEO of Smarter Risk, about the unique challenges small businesses face in risk management. They discuss the importance of having a solid risk management plan, the role of insurance agents, and the partnership between Coterie and Smarter Risk. John shares insights from his journey in the insurance industry and highlights the innovative technology Smarter Risk is developing to simplify risk assessment for small businesses.Learn more about Coterie's Manage My Risk Program: https://explore.coterieinsurance.com/manage-my-risk-agentsbrokersLearn More about SmarterRisk: Follow John Morlan on LinkedIn: https://www.linkedin.com/in/johnbmorlan/Follow Smarter Risk on LinkedIn: https://www.linkedin.com/company/smarter-risk/Visit Smarter Risk's website: https://smarterrisk.com/Learn more about Coterie Insurance: Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00 - 02:30: The Journey of John Morland and Smarter Risk02:30 - 5:04: Understanding Small Business Risks05:04 - 07:19: The Importance of Risk Management for Small Businesses07:19 - 10:22: The Role of Insurance Agents in Risk Management10:22- 13:00: The Partnership Between Coterie and Smarter Risk13:00- 15:42: Future Innovations at Smarter Risk15:42 - 18:18: Actionable Steps for Small Business Owners18:18- 19:40: Conclusion and ResourcesCoterie, Smarter Risk, small business, risk management, insurance, partnerships, technology, insurance agents, startups, business growth

In this episode of the And I Quote podcast, Ashleigh Burden of Coterie Insurance speaks with Alexandria Cardoze, the Digital Marketing Manager at Applied Systems. They discuss the evolution of marketing in the insurance industry, emphasizing the importance of data-driven marketing and personalization. Alex shares insights on effective marketing strategies, tools, and the future trends that will shape the industry. The conversation also touches on advice for those looking to enter the marketing field within insurance, highlighting the significance of understanding one's passion in marketing.Learn more about Alex and Applied Systems: Follow Alex on LinkedIn: https://www.linkedin.com/in/aeisenhardt/Find Applied Systems on LinkedIn: https://www.linkedin.com/company/applied-systems/Learn more about Applied Systems: https://www1.appliedsystems.com/en-usLearn more about Ashleigh and Coterie Insurance: Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00-02:58 - Introduction to Marketing in Insurance02:58-05:57 - The Importance of Data-Driven Marketing05:57- 08:48 - Personalization Strategies for Engagement08:48- 11:51- Tools and Tech Stack for Marketing11:51- 13:00 - Future Trends in Marketing and Insurance13:00 - 14:26 - Advice for Aspiring Marketers in Insurance

In this episode, Nicole Farley, VP of Carrier Operations at Bold Penguin, sits down with Chief Insurance Officer at Coterie, Bobbie Collies, to discuss the current landscape of small commercial insurance, the trends shaping the market for independent agents, and how Bold Penguin and Coterie Insurance are innovating to support agents in navigating these changes. Nicole highlights the importance of technology, market access, and the evolving needs of agents in a hardening market. Nicole also shares success stories of agents leveraging Bold Penguin's platform to expand their reach and improve their operations.Key Takeaways: - The hard market continues to impact independent agents significantly.- E&S products are gaining traction due to market conditions.- Cross-selling opportunities are crucial for increasing policy counts.- Agents are expanding their business into new territoriesBold Penguin: Learn More: https://www.boldpenguin.com/Follow them on LinkedIn: https://www.linkedin.com/company/bold-penguinFollow Nicole on LinkedIn: https://www.linkedin.com/in/nicole-farley-a2153730/Coterie Insurance: Learn More: https://coterieinsurance.com/Follow us on LinkedIn: https://www.linkedin.com/company/coterieinsuranceFollow Bobbie Collies on LinkedIn: https://www.linkedin.com/in/bobbiecollies/Chapters: 00:00 Introduction to Bold Penguin and Nicole Farley01:49 Current Trends in Small Commercial Insurance04:17 Navigating Market Changes and Supporting Agents05:19 Innovations in Technology and Agent Enablement09:25 Success Stories and Growth Metrics12:06 Nicole's Journey and Bold Penguin's Evolution13:50 Engaging with Bold Penguin and Closing Thoughts15:40 Outro Keywords for this And I Quote podcast episode brought to you by Coterie Insurance: Bold Penguin, insurance technology, independent agents, commercial insurance, market trends, agent support, technology innovations, success stories, insurance industry, Nicole Farley

Many insurance agents are missing a huge opportunity in the commercial insurance space, and CEO of London Underwriters, Dan Feigenbaum breaks that down in this episode of Coterie Insurance's podcast, And I Quote.In this episode of the 'And I Quote' podcast, Christine Morrison speaks with Dan Feigenbaum, CEO of London Underwriters, about the evolution of insurtech and its impact on the insurance industry. They discuss the challenges faced by agents in selling small commercial insurance, the role of Coterie in simplifying the process, and the importance of small business insurance. The conversation also touches on the future of technology enabled MGAs and insurtech, and the necessity of maintaining a human element in the technology-driven insurance landscape.Follow Dan on LinkedIn: https://www.linkedin.com/in/danielfeigenbaum1/Follow Christine on LinkedIn:https://www.linkedin.com/in/christine-morrison-aa753463/Learn more about London Underwriters: Website: https://www.londonuw.com/LinkedIn: https://www.linkedin.com/company/london-underwriters-llc/Learn more about Coterie Insurance:LinkedIn: https://www.linkedin.com/company/coterieinsuranceWebsite: https://coterieinsurance.com/Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsuniteChapters:00:00 Introduction to InsureTech and Its Evolution04:47 Challenge: Insurance Agents moving from personal lines to commercial lines06:03 Challenges for Agents in Small Commercial Insurance09:41 Coterie's Role in Simplifying Commercial Insurance15:52 The Importance of Small Business Insurance18:27 Future of InsureTech and LU1 Platform27:32 The Human Element in Insurance TechnologyKeywords:InsureTech, small commercial insurance, Coterie, London Underwriters, insurance agents, technology adoption, future of insurance, digital transformation, insurance marketplace, small business insurance

In this episode of the And I Quote podcast, brought to you by Coterie Insurance, host Ashleigh Burden interviews Rick Rolfs, president of Rolfs Insurance Services.   They discuss Rick's extensive background in the insurance industry, the evolution of technology in insurance, and the importance of building client relationships.   Rick shares his experiences working with Coterie Insurance and navigating the Southern Florida insurance market. He also offers insights into future trends in the industry and advice for aspiring insurance agents, emphasizing the value of trust and personal connections in the business.   Contact Rick: https://rolfsinsurance.com/rick-rolfs/ https://www.linkedin.com/in/rick-rolfs-bb540513/ Connect with Coterie: https://coterieinsurance.com/ https://www.linkedin.com/company/coterieinsurance/ Reach out to Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/ Chapters of the episode: 00:00 Introduction of the And I Quote Podcast 02:16 Rick Rolfs Background in Insurance 04:55 The Evolution of Insurance Technology 07:50 Working with Coterie Insurance 10:15 Navigating the Southern Florida Insurance Market 14:10 Building Client Relationships 17:29 Future Trends in the Insurance Industry 21:35 Advice for Aspiring Insurance Agents _______________________ Keywords: insurance, technology, client relationships, Coterie Insurance, Rick Rolfs, insurance industry, Southern Florida, insurance market, insurance agents, future trends in the insurance space

He is here! David McFarland, CEO of Coterie joins Coterie's podcast, And I Quote, for the first time! In this episode of the And I Quote Podcast, host Ashleigh Burden interviews David McFarland, co-founder and CEO of Coterie. They discuss various topics, including David's preference for working in the office, his love for hiking in the mountains, his passion for football, his preference for cooking at home, and his love for reading books. They also delve into the founding of Coterie and David's vision for the company, as well as the challenges he faced as a CEO and founder. They highlight the importance of feedback and prioritizing the experience of working with Coterie for agents, partners, and vendors. David shares his excitement for the future of Coterie and the expansion of their product offerings. They conclude the conversation by discussing the culture at Coterie and the company's core values of intelligence, integrity, passion, and humility. To learn more about Coterie, visit our website: https://coterieinsurance.com/

On the latest episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden sits down with Insurance Agent and Coterie Insurance partner, Carl Ruppel, Commercial Account Executive at Remco Insurance Company in Southampton, Pennsylvania. Key takeaways from this episode: - Transitioning to the insurance industry can present new opportunities - Small commercial insurance offers the opportunity to work with a variety of businesses and industries, each with unique risks and challenges. - Building trust with clients is crucial in the insurance industry, and it can be achieved by following through on commitments and being honest about what you don't know. - Effective marketing in the insurance industry involves networking, obtaining positive online reviews, and leveraging referrals. - Having a mentor can be invaluable in learning the ropes of the insurance industry and tailoring your approach to specific industries. Carl shares his journey into the insurance industry, his transition to small commercial insurance, and the importance of building trustworthy relationships with clients. He also discusses his approach to marketing and networking, as well as his aspirations for growth within the industry. Learn more about Remco Insurance: https://remcoinsuranceservices.com/home/ Learn more about Coterie Insurance: https://coterieinsurance.com/ Follow Coterie on Linkedin: https://www.linkedin.com/company/coterieinsure

How can Insurance agents make a change? Diving into personal and professional development, using science and Netown's law. In this conversation, Chris Cline discusses the evolution of technology in the insurance industry and the impact of legacy systems. He introduces his book, 'Inertia of Legacy,' which explores the concept of legacy and reframes its negative connotation. The conversation also touches on the Y2K hype and the uncertainty and anxiety surrounding AI. Cline emphasizes the importance of recognizing the success of established agencies and adapting to the changing industry. In this conversation, Chris Cline discusses the importance of understanding who you are and being clear about your capabilities, talent, and personal beliefs. He also explores the factors contributing to agencies exceeding the industry average and the operational choices necessary for growth. Chris emphasizes the crucial cultural components for organizations to overcome plateaus and achieve success. He introduces a framework for mapping effort and energy to legacy, highlighting the importance of self-awareness and humility. Chris concludes by discussing the legacy he hopes to build and the impact he wants to have on others. Takeaways The insurance industry has seen significant technological advancements, and agencies need to adapt to these changes. The term 'legacy' has often been associated with negative connotations, but it is essential to reframe this perception and recognize the success and value of established agencies. The Y2K hype and the Margot Kidder effect serve as reminders of the uncertainties and anxieties that come with technological advancements. AI and The Matrix provide interesting parallels, highlighting the need to embrace change and navigate the evolving landscape of technology. Understanding who you are and being clear about your capabilities, talent, and personal beliefs is critical for success. Cultural components, such as transparency, standardization, and defining behaviors, are important for overcoming plateaus and empowering growth. Creating a framework and taking action are essential for implementing important principles and driving change. To Chri Cline, building a legacy means championing outliers and underdogs, being a mentor, and making a meaningful impact on others. Learn more about Coterie Insurance: https://coterieinsurance.com/ Learn more about ACT: https://www.independentagent.com/ACT

In this conversation, Bobbie Collies Chief Insurance Officer at Coterie Insurance, and Karnina Szymanski, Chief Customer Officer at Bold Penguin discuss their experiences in the insurance industry and the role of technology in empowering agents. They also touch on the importance of diversity and inclusion in leadership positions. The conversation highlights the need for agents to leverage technology and data analytics to better serve their customers and navigate the evolving landscape of emerging risks. They also discuss the partnership between Bold Penguin and Coterie and the value of collaboration in driving innovation in the industry. Takeaways: - Agents should leverage technology and data analytics to streamline their workflows and focus on providing personalized risk advisory services to their customers. - The insurance industry is experiencing an increase in complexity and emerging risks, making it crucial for agents to stay informed and adapt to changing customer needs. - Diversity and inclusion in leadership positions are essential for driving innovation and creating a more welcoming and inclusive industry. Partnerships between insurtech companies like Bold Penguin and Coterie can provide agents with efficient and accurate solutions to meet their customers' needs. - The insurance industry's future lies in the collaboration between technology and human expertise, allowing agents to build strong relationships with their customers and provide tailored coverage options. Timestamps: 00:00 Introduction and Background 02:02 Karneena's Role at Bold Penguin 04:07 The Growth of Bold Penguin 05:53 The Synergy Between Bold Penguin and Coterie 06:33 Empowering Agents Through Technology 09:58 Streamlining the Underwriting Process 13:20 Personalization and Customization for Agents 15:32 Navigating Automation and Personalization 19:46 The Importance of Diversity and Inclusion 23:24 The Next Big Thing for Agents 24:54 Challenges and Advice for Women in the Industry 32:18 Walk-Up Song and Closing Remarks Connect with Bobbie Collies on LinkedIn: https://www.linkedin.com/in/bobbiecollies/ Connect with Karnina Szymanski on Linkedin: https://www.linkedin.com/in/karnina-szymanski-47610312/ Follow Coterie Insurance on Linkedin: https://www.linkedin.com/company/coterieinsure Follow Bold Penguin on Linkedin: https://www.linkedin.com/company/bold-penguin/

"Is there a limit to how seamless things can actually be before customers start missing the good old relationship touch within the insurance buying process?" In this episode of Coterie's Podcast, And I Quote, Bobbie Collies is joined by Megan Kuczynski, the President of Insurtech Insights. They discuss the excitement and challenges of being at the forefront of this transformation, the buzzwords in the industry, the importance of a seamless customer experience, and the future of insurance technology. They also touch on the intersection of insurance and climate resilience, the use of parametrics in risk mitigation, and the potential of predictive and preventive technologies in life and health insurance. Megan shares insights into the upcoming InsureTech Insights event, highlighting the diverse content offerings and networking opportunities. Takeaways Technology is driving a revolution in the insurance industry, and being at the forefront of this transformation is both exciting and challenging. The buzzwords in the industry, such as Gen AI, can be both exciting and overused, but they have the potential to bring about significant change. A seamless customer experience is important in the insurance industry, but there is also value in human interaction, especially in complex transactions. The intersection of insurance and climate resilience is an area of great innovation and potential, with technology playing a crucial role in risk mitigation. Parametrics and predictive and preventive technologies are emerging as important tools in the insurance industry, offering new ways to assess and manage risk. InsureTech Insights is an upcoming event that offers a wide range of content and networking opportunities for insurance professionals and technology providers. Learn more about Insurtech Insights: Follow Megan on LinkedIn Get in touch with Coterie Insurance Stay connected with us on LinkedIn

In this episode, John Barfield, EVP of Braishfield, shares his insights and experiences in the insurance industry. He discusses the importance of getting involved in the insurance community and the various ways to do so, including networking and utilizing social media. John also highlights the partnership between Bracefield and Coterie, emphasizing the ease of use and value provided to agents. He shares his thoughts on potential disruptors in the industry and offers advice for those starting in insurance. John concludes by discussing his goals for the future and the importance of recruiting and mentoring the next generation of insurance professionals. Takeaways Getting involved in the insurance community through networking and social media can lead to valuable connections and opportunities. The partnership between Brashfield and Coterie provides agents with an easy-to-use platform and a wide range of insurance products. Technology is an enabler in the insurance industry, and while certain aspects may change, the role of the independent agent remains crucial. Patience and a willingness to learn are key to success in the insurance industry. Recruiting and mentoring the next generation of insurance professionals is essential for the industry's future. Follow John on LinkedIn: https://www.linkedin.com/in/therealjohnbarfield/ Follow Brashfield Associates on LinkedIn: https://www.linkedin.com/company/braishfield/ Learn more about Coterie Insurance: https://coterieinsurance.com/ Follow Coterie on LinkedIn: https://www.linkedin.com/company/coterieinsure/ Connect with our host, Ashleigh Burden on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/

In this conversation, Michael Fiedel, co-founder of InsurTech Ohio and PolicyFly, discusses the evolution of the insurance industry and the role of technology in shaping its future. He shares the origins of InsurTech Ohio and how it has become a platform for celebrating innovation and fostering conversation in the industry. Fiedel highlights the impact of COVID-19 on the insurance industry and the importance of specialization and guardrails in InsurTech. He also discusses the role of PolicyFly in helping specialty insurers make their programs digitally accessible and the importance of effective communication and relationship-building in the InsurTech space.  Learn more about InsurTech Ohio: https://www.insurtechoh.io/ Learn more about PolicyFly: https://www.policyfly.com/ Insurtech Ohio Spotlight: https://www.insurtechoh.io/thoughtleadership Learn more about Coterie Insurance: https://coterieinsurance.com/ Follow Coterie on Linkedin: https://www.linkedin.com/company/coterieinsure/ Follow Michael on LinkedIn: https://www.linkedin.com/in/michaelfiedel/ Follow Bobbie on LinkedIn: https://www.linkedin.com/in/bobbiecollies/

In this conversation, Caitlin Saenz, the Chief Operating Officer at Coverhound, shares her journey in the insurance industry and the challenges and rewards of working in the InsurTech space. She emphasizes the importance of building a happy and engaged team and provides insights on hiring for culture fit and growth. Caitlin also discusses the approach to difficult conversations and expresses her excitement for the growth phase of her company. They also discuss the role of technology in remote work and the challenges companies face but can overcome. She emphasizes the importance of customer experience and shares insights into the future of insurance. Caitlin also provides advice for insurance professionals. 00:00: Introduction and Background 03:43: Leadership Journey and Insurtech Space 10:43: Building a Happy and Engaged Team 17:54: Hiring for Culture Fit and Growth 25:40: Having Difficult Conversations 28:19: Excitement for Growth and Redefining Success 30:17: Conclusion Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlin-saenz-466661b1/ In this conversation, Caitlin Saenz, the Chief Operating Officer at Coverhound, shares her journey in the insurance industry and the challenges and rewards of working in the InsurTech space. She emphasizes the importance of building a happy and engaged team and provides insights on hiring for culture fit and growth. Caitlin also discusses the approach to difficult conversations and expresses her excitement for the growth phase of her company. They also discuss the role of technology in remote work and the challenges companies face but can overcome. She emphasizes the importance of customer experience and shares insights into the future of insurance. Caitlin also provides advice for insurance professionals. 00:00: Introduction and Background 03:43: Leadership Journey and Insurtech Space 10:43: Building a Happy and Engaged Team 17:54: Hiring for Culture Fit and Growth 25:40: Having Difficult Conversations 28:19: Excitement for Growth and Redefining Success 30:17: Conclusion Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlin-saenz-466661b1/ Learn more about Coterie Insurance: https://coterieinsurance.com/Visit our producer resources page to find out more about our appetite: https://coterieinsurance.com/producer-resources/

In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun. Dustyne also talks about the future of insurance topics, including the rise of micro-learning. She emphasizes the importance of work-life integration. The conversation concludes with a lighthearted discussion about choosing a walk-up song and the importance of genuine engagement in building authority and presence. Connect with Dustyne on LinkedIn: https://www.linkedin.com/in/dustyne-bryant/ Follow and Subscribe to Awkward Insurance: https://awkward-insurance.simplecast.com/ Connect with Bobbie on LinkedIn: https://www.linkedin.com/in/bobbiecollies/ Stay up to date on all things Coterie Insurance: https://www.linkedin.com/company/coterieinsure Get access to Coterie Resources: https://coterieinsurance.com/producer-resources/ What if small business insurance could be easy? Coterie Insurance is making small business insurance effortless. We are redefining the small business insurance experience for agents, brokers, partners, and small businesses.

In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the industry and how the organization uses the pledge to ensure accountability. Elisa also introduces phoenix, a tool that measures company culture and helps identify areas for improvement. She emphasizes the need for discomfort and listening in order to create meaningful change and include underrepresented voices in the industry. In this conversation, Elisa discusses the importance of listening and speaking up, emphasizing the need to address issues in the moment rather than letting them escalate. They also highlight the human aspect of diversity, equity, and inclusion (DEI) and the significance of being understood and heard. Elisa shares Insure Equality's goals for 2024, including a program for individuals early in their careers and the organization's focus on creating a community for change. They also mention the success of Insure Equality's summit and their plans to expand it in the future. Finally, Elisa reflects on the journey of entrepreneurship and the joy they have found in making a difference in the insurance industry. Takeaways Creating a safe space in the insurance industry is crucial for fostering inclusivity and accountability. The pledge is a powerful tool for companies to commit to cultural change and demonstrate their dedication to diversity, equity, and inclusion. Phoenix, a tool developed by Insure Equality, helps measure company culture and identify areas for improvement. Being uncomfortable and open to feedback is essential for personal and professional growth and creating positive change in the industry. Addressing issues at the moment is crucial for preventing escalation. The human aspect of DEI is essential, as everyone wants to be understood and heard. Insure Equality aims to support individuals early in their careers and create a community for change. The organization's summit has been successful in changing perceptions about insurance. Entrepreneurship can be challenging but rewarding when making a positive impact. Follow us on LinkedIn: Elisa Stampf: https://www.linkedin.com/in/elisa-stampf-she-her/ Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/ Learn more about Insure Equality: ⁠https://www.linkedin.com/company/insure-equality/⁠ Learn more about Coterie Insurance: https://www.linkedin.com/company/coterieinsure⁠

Season four of the And I Quote Podcast kicks off with exciting conversations and thought-provoking insights. The hosts, Ashley Burden and Bobbie Collies, discuss the evolving landscape of insurtech and the integration of digital transformation in the insurance industry. They also express their anticipation for upcoming events and the growth of Coterie Insurance. The hosts highlight the progress and transformation happening in the industry and express their excitement for the guests and conversations in season four. Stay tuned for more episodes. Want to know when a new episode is released? Follow us on the platform you listen to your podcasts. You can also follow us LinkedIn for more insurance content: https://www.linkedin.com/company/coterieinsure Find out more about Coterie Insurance: https://coterieinsurance.com/agents-brokers/

Coterie Insurance wraps up season 3 of our podcast, And I Quote. This season we had 2 incredible hosts, Bobbie Collies and Ashleigh Burden. They each spoke to incredible guests who all shared really significant insights and stories. You can listen to all the episodes on Spotify, Apple Podcasts, or YouTube. Learn more about Coterie Insurance: https://coterieinsurance.com/ Follow Coterie on LinkedIn: https://www.linkedin.com/company/coterieinsure

Lou Facciponti is President of Commercial Lines & Owner of Blue Coat Insurance Group in Maryland. He joins our host, Ashleigh Burden as a guest on our podcast, And I Quote, to discuss how he turned his 14-year career of Police work into a completely new path of becoming an Insurance Agency Owner. After 3 years of learning the industry, getting licensed, and learning from others, Lou took a leap into creating his own successful agency. Depending on who you as 7 years in the insurance space still may be considered "fresh & new" but others may say he's already a veteran. Either way, Lou has plenty of advice he shares on what it was like changing careers, starting out in the industry, opening his own agency, creating genuine relationships with clients, and networking with agents online. Follow Lou on LinkedIn: https://www.linkedin.com/in/loufaccipontibluecoatinsurancegroup/ Learn more about Bluecoat Insurance Group: https://www.bluecoatinsurancegroup.com/about-us.html Connect with Ashleigh Burden on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/ Follow Coterie on LinkedIn: https://www.linkedin.com/company/coterieinsure/ Get more information about Coterie Insurance on our website: https://coterieinsurance.com/

Meg McKeen joins Coterie Insurance on our podcast, And I Quote for a very insightful episode on discovering your strengths, overcoming burnout, lifting women in the insurance space up, and helping insurance companies reach their fullest potential by empowering their teams. Meg has an extensive background and resume within the insurance space starting as an underwriting and exploring the sales side, too. Working for major companies and climbing her way up the ladder, Meg made a change in her career five years ago. Burnout is all too common in the insurance industry, but it's not discussed as openly as it should be. Burnout doesn't just mean you are feeling overworked, it can be that you don't feel you are reaching your fullest potential and may just be on a professional hamster wheel. Meg took a leap of faith and decided that she was going to start her own business so she could flex all her muscles that give her purpose and showcase her talents. In this episode, Meg and our 'And I Quote' podcast co-host, Bobbie Collies, talk about breaking down walls to make room for women and minorities in the insurance space. Meg dives deeps into this passion of hers and how important it is for her to make sure women are represented in this industry, up on stage at events and within leadership positions at companies. Follow and connect with Meg on LinkedIn: https://www.linkedin.com/in/megmckeen/ Visit her website: https://www.adjunctadvisors.com/ Follow and connect with Bobbie on Linkedin: https://www.linkedin.com/in/bobbiecollies/ Learn more about Coterie Insurance: https://coterieinsurance.com/ Episode Breakdown: 0:00-7:28: Introduction- Who is Meg? 7:48-8:43: "The market wasn't ready for it." 8:44-10:43: Working with human-side of tech- engaging with team members, clients and your network 10:45-17:45: Burnout in the insurance industry- doing "more with less" 17:50-20:52: Personal Burnout (change in relationships) 21:30-26:45: Women in the insurance industry: 'How can we fundamentally change traditional styles and stereotypes in Insurance' 26:48-30:05: Women supporting women 30:07-31:49: Teaching leaders on DEI & change management 31:52-33:20: Employees want transparency- decisions are being made based on culture and values 33:21-34:32: "It's all about the people." Employee experience ultimately leads to a better customer experience 34:35-37:48: Learn more about Meg and how you can connect with her 38:46-40:57: What would your walk-up song be?

Ati Grinspun joins Ashleigh Burden as a guest on Coterie Insurance's podcast, And I Quote to discuss personal branding for insurance agents. Ati is a personal branding coach and photographer working with women who are the face of their businesses. She helps them build profitable personal brands that attract dream clients and make a massive impact on the world. In this episode, Ati breaks down personal branding into 4 important pieces: Purpose- Who are you? Expertise Story Conviction- Why? How can you apply these to your insurance agency? Listen to the full episode. Get access to all the content Ati referenced in the podcast: Free download: https://view.flodesk.com/pages/63127c732812b898e99a980d Register for Bootcamp: https://atigrinspun.com/brandingbootcamp/ Website: https://atigrinspun.com/ Follow Ati- Instagram: https://www.instagram.com/ati.g.branding/ LinkedIn: https://www.linkedin.com/in/ati-grinspun-38b144165/ Facebook Group: https://www.facebook.com/groups/personalbrandingforwomenpreneurs Learn more about Coterie Insurance: Follow Coterie on LinkedIn: Follow Coterie on Instagram: Subscribe to our YouTube Channel: Episode Breakdown: 0:00-1:45: And I Quote Introduction 1:45-6:15: Ati Introduction- What is your story and how did you start your business? 6:25-8:01: How did you get started working with women in insurance? 9:05-12:01 What are the basics of personal branding and what advice would you have for someone just starting in the industry? 12:05-15:15: Diving into 'Expertise' (4 rules of personal branding) 15:40-16:38: Diving into 'Why' 16:50-17:25: Referral leads- stay active on social media, network, attend events 17:30-18:20: Diving into 'Expertise' 18:28-19:28: Diving into 'Conviction' 19:55-21:00: Create a plan, write it down, and create an action 21:20-22:55: How does personal branding influence the client relationship? 22:20-22:55: Educating is what will position you as an expert 22:55-24:10: Social Media is the glue. Building a personal brand is all about 'know', 'like' and 'trust' 24:29-25:45: Longevity in Business 25:55-26:59: When do you know you need to update your personal brand? 27:01-30:12: How can owners stick to guidelines for their brand and business? 30:20-33:53: Mindset work and Imposter syndrome. Being fearful of showing up or showing your face 34:25-36:01: How to get in touch with Ati

Brandon Schuh joins Bobbie Collies on Coterie Insurnace's podcast, And I Quote. Brandon Schuh is the Head of Speciality Insurance Practice at Christensen Group. As a product liability expert, Brandon talks about how he got started in the insurance space and built a career in risk management. From his background of working with Gorilla Ladder, networking with underwriters and claims experts from starting a Private Investigation business, Brandon was able to bring a variety of experiences and passions to his career. Businesses are continually evolving and creating products that don't always have insurance product blueprints. Brandon specializes in working with these clients that have unique needs and finding those solutions. 0:00-1:10: Podcast Introduction 1:10-6:30: Brandon introduces himself 7:15-8:40: Driving change within the industry 8:50-10:08: Hoverboards, scooters, shared economy, and enterprises 10:09-12:10: Technology, APIs, Embedded opportunities 12:10-13:26: Risk management and complex risk 13:35-14:45: ChatGPT and Cyber concerns using photos and voices 15:36-16:40: Storytelling and finding opportunity in differentiating yourself and doing something machinery can't 16:41-18:21: Relationships within the industry and who you choose to do business with 18:23-19:30: Looking at Open AI as a tool for new producers, but how will it be regulated 19:40-21:05: Technology displacing jobs and utilizing technology tools to stand-out 21:30-23:40: About Brandon and how he is sharing his expertise (LinkedIn, Axe of Pod, Newsletter, Events) 24:03-27:05: Next biggest challenge and distribution in the industry 28-29:01: Walk-up song 29:02-29:50: Closing If you have been listening to Bobbie's podcasts, she loves to ask our guests what their walk-up song would be if they were an MLB Player. Here is Brandon's song: https://www.youtube.com/watch?v=54NWWRGLPA4 Follow Brandon on LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/ Listen to Brandon's podcast, Axe of Pod: https://podcasts.apple.com/us/podcast/high-stakes-litigation-with-mark-parsky/id1497975937?i=1000614275715 Follow Bobbie on LinkedIn: https://www.linkedin.com/in/bobbiecollies/ Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsure/mycompany Learn more about Coterie Insurance: https://www.coterieinsurance.com/

Cheree Sauer is the CEO of Success Without Sacrifice, a coaching business that works directly with Women Owned Insurance Agencies to help “stop the hustle and scale with harmony”. She recognized a need to help female business owners, so she brought her knowledge of business, sports psychology, sports training, and team performance into the entrepreneurial world to help female Insurance Agency Owners continue their success without sacrificing themselves. Cheree is passionate about helping women in insurance succeed and providing a tried and true method that will keep their team aligned to avoid burnout. In this episode Cheree shares her story, history, and how she is helping her clients resolve conflict, grow their businesses and thrive without sacrificing boundaries. Some of the most important advice that she provides is to REST. Not just get a good night's sleep, but to allow your boundaries to make it possible for you to have the mental, physical, and emotional rest that you need. Breakdown of the episode: 0:00-1:11- Podcast Introductions 1:12-3:58: Cheree introduces herself and provides background on why she started Success without Sacrifice 3:59-4:58: How the idea of Success without Sacrifice and the RAMP Method started 5:23-7:36: What sparked the interest in focus on Women-Owned Insurance Agencies? 7:37-8:21: Independent insurance agents are passionate and have a love for their community 9:08-14:04: Building connections and relationships across the industry 15:02-16:02: Official trainer of the Women of Insurance organization 16:54-21:43: Advice to business owners or women in insurance 22:30-23:20: Where can you connect with Cheree (also in the show notes below) 23:25-24:07: Podcast wrap-up and ending Thanks for listening to this episode! If you liked it, share it with a friend, leave a review, or subscribe. Learn more about Cheree & Success without Sacrifice Business Coaching: Follow Cheree on Linkedin: https://www.linkedin.com/in/cheree-sauer-a2a152192/ Follow Success without Sacrifice: LinkedIn: https://www.linkedin.com/company/success-without-sacrifice/ Facebook: https://www.facebook.com/successwithoutsacrificecoaching Website: https://successwithoutsacrificecoaching.com/ Learn more about Coterie Insurance: Follow Coterie Insurance on LinkedIn: Visit our Website: Follow us on Twitter: Coterie Insurance is simplifying small business insurance through insurance agents, brokers, and partners. By providing a quick solution for quoting small businesses, you can spend less time providing a new client a quote and more time being the risk advisor they need. Start spending your time the way it matters.

Frank Sentner joins Bobbie Collies on Coterie Insurance's podcast, And I Quote. Frank Sentner is an Advisor & Board Member for InsurTech Startups. Since the 1970's though, Frank has worked with many notable companies and he recently started working with startups to help them build successful business models. Throughout his time in the industry, Frank has seen many pivotal changes and is continuing to put himself at the center of the future of insurance by establishing relationships with companies that are doing something big. In this episode, Bobbie and Frank discuss how insurtechs are making big strides forward toward creating revolutionizing solutions for the industry. Data is an important factor that Frank and Bobbie talk about during this episode. Connect with Frank on LinkedIn: https://www.linkedin.com/in/franksentner/ Connect with Coterie Insurance: https://www.linkedin.com/company/coterieinsure/ Learn more about Coterie: https://coterieinsurance.com/ Like this episode? Subscribe and write a review on any platform where you get your podcasts.

In this episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden, Marketing Manager at Coterie, speaks with Tony Cañas, Senior Recruiting Partner at Goodwin Recruiting, Co-Founder, Chief Motivational Officer at Insurance Nerds. As a full-time recruiter, Tony understands how the industry works and how individuals can grow from a unique perspective. As one of the co-founders of Insurance Nerds, Tony hosts his own podcast, Profiles & Risk, has a Slack community, and speaks to insurance professionals giving out career advice via Chats with Tony. Tony is no stranger to creating a personal brand and in fact, is a very well-known face within the insurance industry. You may know him from LinkedIn, speaking at events or seeing him walk around industry conferences with his top hat on. We had a really great time talking to Tony about: - what it is like entering the insurance industry in an entry-level position - getting the right certifications - diversity in the workplace - women in leadership - remote work Connect with Tony: LinkedIn: https://www.linkedin.com/in/tonycanas/ Insurance Nerds: https://insnerds.com/Insurance Nerds Slack: insurance.slack.com Connect with Ashleigh on LinkedIn: Learn more about Coterie Insurance: Our website: https://coterieinsurance.com/ LinkedIn: https://www.linkedin.com/company/coterieinsureTwitter: https://twitter.com/CoterieIns/ Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsunite  Episode breakdown: 0:00-1:27: Introduction of Episode 1:27-4:53: Tony Canas Introduces himself and background in insurance4:53-9:55: What is the best advice you have received or given to those that you meet with 9:56-13:38 -what advice do you give to someone who has stepped into a leadership position that wants to do things differently13:38-16:45: DEI and demographics16:45-18:30: Diversity is missing at the top 18:30-21:05: Importance of recruiting and mentoring so your company doesn't fall behind 21:05-23:01: Remote working and the benefits from a DEI perspective 23:01-25:58:Developing Gen Z to be interested in Insurance and grow in the industry 25:58-26:58: Ending of the episode 

Kelly Spies, Insurance Broker and Agency Owner of K.S. Pacific Insurance Agency in California joins Coterie Insurance's podcast, 'And I Quote', for a great episode on finding your niche within the insurance space, mentorship, and work/life balance. Ashleigh Burden, Marketing Manager at Coterie Insurance, hosts this episode and they dive into all the fun topics like tacos, food trucks, and getting started in the insurance space. Here is a quick breakdown of the episode: 0:00-0:20: Podcast Intro 0:20-1:04: Welcome Kelly Spies to the Podcast 1:04-2:20: Taco Trail and Food Trucks 2:20-5:15: Niching down in business & social media marketing 5:15-7:03: What was your strategy for finding your niche? 7:03-9:59: The secret sauce to meeting business owners within your niche (hint: it has to do with marketing, adding value & not selling right away) 10:51-12:58 : Work/Life Balance- what does that look like for you and what suggestions would you give? 12:58-14:02: Work/Life Balance Analogy about going to the doctor's office 14:02-14:57: 92% of Insurance Agents- Why? (Mentorship) 14:57-17:58: Coming into the industry and why are individuals struggling? 18:30-20:00: New way of doing business 20:00-20:54: Coterie has tools and resources to help market themselves 20:55-21:55- Ending of the podcast episode Learn more about Kelly Spies: Linkedin: https://www.linkedin.com/in/agent-kellyspies/ Website: https://kspacific.com/ Instagram: https://www.instagram.com/food_truck_freakz/ TikTok: https://www.tiktok.com/@foodtruckfreakz Learn more about Coterie Insurance: LinkedIn: https://www.linkedin.com/company/33318412/ Website: https://coterieinsurance.com/ Find an Agent Page: https://coterieinsurance.com/agent/ Thanks for listening to the And I Quote podcast. We would love for you to rate and review the show to help more people find out about our podcast.

On this episode of Coterie Insurance's podcast, And I Quote, Bobbie Collies, Chief Growth Officer, sits down to speak with Ema Roloff, Director of North American Property and Casualty Sales at EIS. Ema discusses creating and cross-posting engaging video content on TikTok vs LinkedIn, how to implement technology smoothly by starting with the company ‘why', and what video content or topics are resonating with her audience. In this episode Ema specifically mentions 3 videos so we have linked them for easy access: What is an API:http://bit.ly/3zgW1Gw AI and Machine Learning: http://bit.ly/3Keq1ci What is Microservice: http://bit.ly/3M0oUOx Episode Breakdown: 0:00-1:00- Episode Introduction1:00-2:50- Guest Introduction and digital transformation2:50-3:55 - Wisconsin and things Bobbie and Ema have in common3:55-7:10 -  How did you get into TikTok, the “ah ha” moment, and how it became one of Ema's preferred tools7:10-9:42 - Who was your intended audience and who are you currently reaching?9:42-16:09 - Key learnings in a carrier or agency audience in change management with increased technology use16:28-18:03 - What are your thoughts on TikTok videos as internal comms?18:04-22:30 - Where do the independent agents start with digital transformation?22:35-24:35 - Best resources to help develop digital literacy 24:37-26:50 - What videos and content have you received your most engagement on around digital literacy?  27:07-28:50 - Fun question: What is your “walk-up song”? 28:50-29:19- Closing to the podcast Thanks again to Ema Roloff for being such a wonderful guest. To learn more about Ema or get in touch here are places you can find her: LinkedIn:https://www.linkedin.com/in/emaroloff TikTok: https://www.tiktok.com/@transformationprincess?lang=en (@transformationprincess) Website: https://emaroloff.com/ To learn more about Coterie Insurance you can: Follow us on LinkedIn: Visit our website: Want to be a guest on the And I Quote podcast? Visit our webpage and fill out a form:  https://coterieinsurance.com/and-i-quote-podcast/

Monica Adwani joins Coterie Insurance's podcast host, Ashleigh Burden for an insightful episode on entrepreneurship, work/life balance, serving communities and people, and setting goals. Our podcast theme is "because relationships matter", and this episode truly highlights that from the start. Monica and Ashleigh both attended Cassidy Arbeli's Unburden Your Business networking event for women in insurance in October 2022 and stayed connected online. The dynamic they share during this conversation is very powerful and truly emphasizes the importance of building relationships in the insurance industry. Monica is the Chief Operating Officer of BRZ Insurance and the Managing Partner at Savvital which offers virtual assistant solutions. Monica is also a leader in the insurance space, a speaker, and a host of her own podcast, Transcend with M. In this episode of the And I Quote podcast, Ashleigh and Monica dive into the representation of women in the insurance space, the power behind showing up and serving specific communities, and setting goals for yourself in your personal and professional life. Here is an overview of the topics covered in this episode: 0:00-0:40: Opening of And I Quote 0:40-3:10: Introduction of Monica 3:10-5:32: Introduction to Monica's businesses and how they got started 5:32-8:15: Diverse communities and providing services in other languages (Portuguese, Spanish, English) 8:15-10:20: Goal setting and managing work/life balance 10:20-14:51: Public speaking- how did you get started? 14:51-18:50: How do you prepare yourself when you are getting ready for a speaking event? 18:51-23:58: How did you get started with your podcast, Transcend with M? 23:59-25:16: Podcast Ending and thank-yous 25:17-25:50- Podcast Outro Get more information about our guest, Monica Adwani: Website: https://www.monicaadwani.com/ Facebook: https://www.facebook.com/transcendwithm/ Instagram: https://www.instagram.com/transcendwithm/ LinkedIn: https://www.linkedin.com/in/monicaadwani/ Podcast: https://www.monicaadwani.com/transcendwithm-podcast Learn more about Coterie Insurance: https://coterieinsurance.com/ Listen and subscribe to the And I Quote podcast on the platform you prefer to get your podcasts. You can also learn more about Coterie's podcast on our website: https://coterieinsurance.com/and-i-quote-podcast/ Follow our host, Ashleigh Burden on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/ Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsure/

Nick Berry is the Marketing Operations Manager at Better Agency He joins Bobbie Collies on Coterie Insurance's podcast, And I Quote to discuss his expertise in creating email sequences and of course the hot topic of AI. How is Better Agency using AI and educating insurance agents on best practices for their content? Essential parts of this episode: - Nick discusses the most important pieces of an email including the insights that he analyzes after sending - Nick shares email subject lines and phrases that he has tested. He found a proven subject line that might work for you, too! - Better Agency is using AI on particular content pieces, but Nick reminds listeners that it is always just a starting point, it's not meant to be copied and pasted into your blog or used as a caption on social media. We hope you enjoy this episode with our friend, Nick Berry. Better Agency has some fun things in the works that we talk about in this episode so keep your eye out for those. Follow Nick Berry on Linkedin & Twitter Follow Bobbie Collies on Linkedin Learn more about Coterie Insurance. If you liked this episode, please leave a review, share out on LinkedIn or Twitter, and subscribe. Coterie Insurance's podcast, And I Quote, can be found on Spotify, YouTube, and Apple Podcasts. Visit our landing page to find out more about our show.

Jessica Fukuchi has been in the insurance industry since 2008 and is the President of PCRG Insurance located in Washington. Jessica is a mother, travel enthusiast, community helper, and social butterfly. In this episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden, Marketing Manager at Coterie, gets to interview Jessica about her success in the insurance industry and how she has built her referral-only agency. Some of the main highlights in this episode: - Recruiting and hiring in the insurance agency. Jessica says that PCRG puts the people first. As a remote-first company, culture is extremely important at her agency. The human side of business comes ahead of the business side of things. When people want to show up for you and your business, that's where growth happens. - Advice for new agents or agents looking to start their own agency. Jessica shares that she went through a lot of recent changes and shifts when it comes to her servicing model. She notes that a business needs a growth plan in order to be successful, but spending time, in the beginning, creating the processes or setting the steps for servicing and creating a plan for establishing boundaries could help avoid big shifts 4-5 years in. - Being a strong woman leader in the industry. Not only does Jessica run her own agency, but she also spends time networking, attending events, and speaking at them, too. Part of her agency is her own personal brand and expertise that she brings to the insurance industry as an influencer and expert. To learn more about Jessica you can follow her on LinkedIn: https://www.linkedin.com/in/jessica-fukuchi-b328b420/ Thanks for listening to the And I Quote podcast, a podcast brought to you by Coterie Insurance. You can learn more about our podcast here: https://explore.coterieinsurance.com/and-i-quote-insurance-podcast If you liked this episode, please leave a review and subscribe. We are releasing new episodes every other Thursday and we love to feature agents, industry experts, leaders, and influencers. Do you want to be a guest on the show? Fill out this form You can listen to the And I Quote podcast on YouTube, Spotify or Apple Podcasts.

You are listening to Coterie Insurance's podcast, And I Quote. In this episode, Bobbie Collies, Chief Growth Officer at Coterie, speaks with Chris Cline, Executive Director Agents Council for Technology at IIABA. In this episode we discuss: - the relationships between people and technology - how agencies can build strong relationships using technology - understand how technology can help you operate your agency more efficiently A few great parts of this episode are between: [6:00-7:00 ] - Chris discusses the ROI return on technology. Not just the financial ROI but the cultural ROI, too. [8:30 -10:00]: Chris talks about niches and how technology can impact service and how outsourcing for agencies like using virtual assistants to be more efficient with your time and energy. [21:40-23:00] - Bobbie asks Chris what are some of the best agencies doing right now to stand out and set their business up for success. Chris's answer is gold: "it starts with the ability of them to tell their story." Listen to the full episode to hear Chris share many insights on agents, technology, and the future of agency success. Listen to the full episode to hear Chris share many insights on agents, technology, and the future of agency success. To learn more about the And I Quote Podcast you can visit our site: https://coterieinsurance.com/and-i-quote-podcast/ Find out more about Coterie: https://coterieinsurance.com/ Remember to subscribe and leave a review of the And I Quote podcast. You can listen to this show on Apple Podcasts, Spotify, YouTube, and Anchor.FM. If you are interested in being a guest on the show, please email Paige: paige.janiszewski@coterieinsurance.com

Meet your new hosts, Ashleigh Burden, Marketing Manager, and Bobbie Collies, Chief Growth Officer. These two incredible women will be having conversations with agents, brokers, partners, and insurance industry experts around relevant and trending topics. In this opening episode, you get to hear more about Ashleigh and Bobbie and learn more about their background. Bobbie is coming up on celebrating her 20th year in the insurance industry, and Ashleigh is still fairly new. Coterie is her first step into the insurance industry, and her passion for small business lead her to start her journey. To learn more about the And I Quote podcast you can visit our landing page on the Coterie Insurance website: https://coterieinsurance.com/and-i-quote-podcast/ Don't forget to subscribe or leave a review on our podcast. You can also listen on: YouTube, Apple Podcasts, and Spotify

And thats a wrap...again! Thank you so much to Ann Boger and Brian Thomas for hosting two seasons, 28 episodes, of Coterie Insurnace's podcast, And I Quote. We are wrapping up for the rest of 2022 but will be back for 2023. We appreciate all the support and listens we have received as we build our voice on our podcast. We would love for you to subscribe and rate our podcast on Apple Podcast, Spotify and Google. You can also listen and subscribe via YouTube, too. Thanks again! We will see you next year. If you are interested in being on the podcast, reach out to Paige at Coterie Insurance: paige.janiszewski@coterieinsurance.com or fill out this form: https://share.hsforms.com/1zddUoNTITYeAYMK80vwRew542y9 Learn more about Coterie Insurance: https://coterieinsurance.com/ Find us on Apple Podcast: https://podcasts.apple.com/us/podcast/and-i-quote-building-relationships-with-insurance/id1612682221 Spotify: https://open.spotify.com/show/5Fyqap2x20M3XAl3KdF07S YouTube: https://www.youtube.com/playlist?list=PLlKvEaZwcKyDxLhZGrNxEYB6xos5bvlgs

While people don't want to spend a lot of time engaging in getting insurance, they do want assurance they are checking off the right boxes and entering the best information. They understand the importance of insurance and don't want to make an error. Rob Galbraith, founder of Forestview Insights and best-selling author for his book, "The End of Insurance as We Know It" joins first time host of the And I Quote podcast, Bobbie Collies, VP of Distribution for this very insightful episode. Rob has an extensive background within the insurance industry that lead him to publishing a book in 2019. His knowledge and insights took him around the globe where he gave keynote speeches and engaged with industry experts about the future of insurance and a lot of knowledge around insurance. Listen to this episode of the And I Quote podcast brought to you by Coterie Insurance to hear what Rob believes consumers are looking for, the value in insurance agents and the need to provide an easy experience. Subscribe to Forestview Insights: https://www.seetheforestview.com/ Follow or Connect with Rob Galbraith on LinkedIn: https://www.linkedin.com/in/rob-galbraith/ Find out more about Coterie Insurance: https://coterieinsurance.com/ Connect with our host, Bobbie Collies on LinkedIn: https://www.linkedin.com/in/bobbiecollies/ Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsure/

Marketing. Every business has to do it, but what are the most important strategies that you should implement. Tarmkia and Coterie Insurance collaborate in a webinar turned podcast episode to bring you all the latest strategies and advice when it comes to planning what works for you. Let's talk about marketing for insurance agents, brokers, and agencies. Marketing has always been a hot topic and one that is constantly changing. We have gone from focusing our marketing dollars on radio, billboards, newspaper articles, and even direct mail to focusing most efforts on online marketing like SEO, web design, and social media marketing...but that doesn't mean marketing dollars still shouldn't be allocated to local outlets and efforts. Watch this webinar and learn all about Google my business pages and ways that as an insurance agent or agency owner you can update your marketing strategy. Learn more about marketing tools on the Coterie Insurance blog: https://coterieinsurance.com/blog/manage-business-insurance-leads/ Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsure Watch the full webinar on the Coterie Insurance YouTube Channel: https://www.youtube.com/watch?v=zXhuMM52PPA&list=PLlKvEaZwcKyBUEpYab684PUpymz4WzyDP&index=3 Learn more about Coterie Insurance: https://coterieinsurance.com/ Learn more about Tarmika: https://www.tarmika.com/

Semsee and Coterie Insurance recently recorded a live webinar that we wanted to share on the And I Quote podcast. In this conversation with Zack Yurch, Head of Revenue at Semsee and Becky Monfre, Director of Digital Accounts at Coterie Insurnace, we dive in to learn about independent agents add value and expertise to small businesses. This conversation is hosted by Ashleigh Burden, Marketing Manager at Coterie Insurance and she leads the conversation by asking questions like: How are IAs positioned as experts on the unique coverage needs for small businesses? What types of information should agents share with their small biz clients & prospects? As each small business is unique in structure and operations, how can agents ensure that they are continually assessing that their clients have the right coverage? How can IAs use technology to save small business owners' time and money? How do Semsee and Coterie enable IAs to serve their small business clients more efficiently? Thanks for listening to the And I Quote podcast and keeping up with everything independent agents, industry experts and influencers have to say about specific topics within the insurance industry. Our podcast is built off the theme "because relationships matter" so each episode will provide insights into how others are building trusting relationships with their small business prospects and clients. The And I Quote podcast is brought to you by Coterie Insurance. Let's connect on LinkedIn: Becky Monfre: https://www.linkedin.com/in/becky-monfre-2a525120/ Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/ Zack Yurch: https://www.linkedin.com/in/zack-yurch-1069685b/ Learn more about Semsee: https://semsee.com/coterie Learn more about Coterie Insurance: https://coterieinsurance.com/ Join Coterie's Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsunite Follow Coterie Insurance on LinkedIn to keep up with the latest news: https://www.linkedin.com/company/coterieinsure

In this episode of And I Quote you will get the opportunity to meet Richard Deal and Troy Crow... or maybe you already have met them via online demos, through email or even at events. Richard Deal is the Business Development Manager and Troy Crow is the Sales Development Representative at Coterie Insurance. These two emulate the Coterie values: Passion Integrity Intelligence Humility In this episode we discuss what their job is like, events they attend, the importance of building relationships and reaching new audiences and what they love about working at Coterie Insurance. The And I Quote podcast follows a theme, "because relationships matter" and our bonus episodes are no different. Introducing our audience to Coterians helps us build the valuable relationships that our agents and partners have with their clients and prospects. Connect with Richard Deal on LinkedIn: https://www.linkedin.com/in/richard-deal-7aab6649/ Connect with Troy Crow on LinkedIn: https://www.linkedin.com/in/christian-troy-crow-556620113/ Keep up to date on Coterie news: https://www.linkedin.com/company/coterieinsure Join our Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsunite

Vianey Butterfield, Owner of Butterfield Insurance in Lakeland, FL joins Ann Boger, VP of Scaling at Coterie Insurance on the And I Quote podcast. In this episode, these two dive into a variety of topics like: Building an authentic brand on social media Engaging and harnessing relationships online Women in Insurance Establishing a strong and supportive network Mental health How to create trust within the insurance space In just 30 minutes you get to hear from an insurance agent with 13 years of experience. Vianey opened Butterfield Insurnace 2 years ago after having 2 mentors that provided her motivation and encouragement. As a self-proclaimed "Insurance Nerd", Vianey enjoys reading policies, helping out her community and providing a safe space for her clients to feel empowered to pursue their careers as business owners. Surrounded by a powerful network of family and friends, Vianey shares what types of people you should always have on your side ready to tell you the truth and keep you from falling. Listen to this full episode on Spotify, Apple Podcasts or YouTube. The And I Quote podcast is brought to you by Coterie Insurance: https://coterieinsurance.com/ Learn more about Butterfield Insurance: https://www.butterfieldins.com/about-vianey-insurance-butterfield Follow Butterfield Insurance on Instagram: https://www.instagram.com/butterfieldinsurance/ Stay up to date on the latest at Coterie Insurance by following us on LinkedIn: https://www.linkedin.com/company/coterieinsure

"Its not easy but the work is rewarding." Summer Lloyd started her insurance agency, Sagacious SjC, LLC, in February 2022 after getting her licenses in December 2021. Her biggest advice to herself was "to just begin." Unsure of what the future held after a career ending injury, Summer wanted to pursue a stable career that she could do long term. In this episode we dive in to understand how a firefighter studying psychology found the insurance industry and what was the common thread between the two. Filled with so much positive energy and kind words, Summer provides tangible takeaways and inspiring words to motivate others in the insurance industry. The And I Quote podcast is brought to you by Coterie Insurance. Coterie Insurance is simplifying small business insurance through the SimplyBind Experience. By just answering 2 questions, business name and address, Coterie can provide you with a bindable quote in minutes. Find out more: https://coterieinsurance.com/ Find out more about Summer Lloyd and her agency, Sagacious SjC, LLC: https://sagacioussjc.com/ Follow Summer Lloyd on LinkedIn: https://www.linkedin.com/in/summer-lloyd-bb4462ab/ Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsure/

Coterie Insurance brings you a weekly podcast called, And I Quote. Now in season 2, new bonus episodes have been added to our releases. These bonus episodes are released every 3 weeks and feature Coterie team members. In this episode you hear from Christina Lehman, Director of Digital Partnerships and Becky Monfre, Director of Digital Accounts. Christina and Becky share an inside look on what their days look like, what it is like working at Coterie and they even answer a burning questions, "Dunkin or Starbucks". Connect with Becky on LinkedIn: https://www.linkedin.com/in/becky-mon... Connect with Christina on LinkedIn: https://www.linkedin.com/in/christina... Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/cote... Get an inside look and meet some of our team during these 15-20 minute episodes. And I Quote is bringing you stories from agents, brokers, industry leaders and experts. These stories focus on how important it is to build relationships within this industry. From conversations about social media marketing, video creation and building communities, And I Quote has something you can learn in each episode. Building a successful brand, agency and small business starts with relationships. The Coterie Insurance Podcast, And I Quote, is providing you the insights and education to help inspire you. You can listen to the And I Quote podcast on YouTube, Spotify or Apple Podcasts. Don't forget to subscribe so you will get notified when a new episode is released. Find out more about Coterie Insurance: https://coterieinsurance.com/

Rachelle Cobarriubias, Insurance Broker at MEA & Associates Inc, shares how she continues to uplevel her agency and her clients experience through technology. Rachelle works closely with Coterie Insurance and shares her experience being an agent and beta tester of launches, like our SimplyBind Experience. As a positive advocate, Rachelle shares her honest thoughts about the speed, simplicity and service that Coterie is providing for her, her team and her agency. Rachelle recalls when she first started working in the insurance industry and was being mentored by her mom. She laughs about the long tedious process and all the steps you used to take before mailing out the policy to the company. From typewriters to paper applications to triplicate paper, the insurance industry has come a long way. It is important to meet your clients needs and expectations by continuing to stay up to date with the latest insurance technology. Making this move will help you better serve the businesses that come to your agency. The And I Quote podcast is brought to you by Coterie Insurance. Coterie is simplifying small business insurance. With just a business name and address, Coterie's digital underwriting will pre-fill the answers to the questions to help you get to a bindable quote, faster. The intro and outro music was created and produced by Coterie Insurance's very own, Brad Schnittger. This episode was hosted by Ann Boger. You can connect with her on LinkedIn: https://www.linkedin.com/in/ann-boger-5b267349/ Want to learn more about Rachelle and MEA & Associates Inc: Connect with Rachelle on LinkedIn: https://www.linkedin.com/in/rachelle-cobarrubias-25424a155/ Visit MEA & Associates Inc: https://www.meainsurance.com/ Want to learn more about Coterie Insurance: https://coterieinsurance.com/ Want to hear more about the SimplyBind Experience and the Coterie Insurance Dashboard. You can listen to this podcast episode with our VP of Insurance and VP of Data Analytics: https://www.youtube.com/watch?v=_oC-zpR9znQ Follow Coterie Insurance on LinkedIn to stay up to date on everything going on: https://www.linkedin.com/company/coterieinsure

And I Quote, a podcast brought to you by Coterie Insurance brings you a conversation with Cody Eddings, co-founder of Snap Refund. Snap Refund was found in 2019 with a mission of empowering people and giving them greater control of their money. Cody Eddings, co-founder and entrepreneur, is creating a product that will provide users with the ability to create a safe, digital and instant transaction. Snap Refund is focusing on industries where payments happen slowly, like the insurance industry and the insurtech space. As you will hear in this episode that Cody also discusses how Snap Refund is helping the underserved and unbanked individuals who typically receive technologies like this last. The core of what Snap Refund wants to do is to offer solutions to people and businesses that provide them with a better way to live their lives or serve their end user. It was such a pleasure getting the opportunity to sit down with Cody to discuss how things are going at Snap Refund and what's next for the payment startup. Learn more about Snap Refund: https://about.snaprefund.io/ Follow Cody Eddings on LinkedIn: https://www.linkedin.com/in/cody-eddings-4073b065/ Follow our host, Brian Thomas: https://www.linkedin.com/in/brianthomasmba/ Learn more about Coterie Insurance: https://coterieinsurance.com/ Find us on LinkedIn: https://www.linkedin.com/company/coterieinsure/ Get the latest Coteire news on our blog: https://coterieinsurance.com/blog/

And I Quote podcast is brought to you by Coterie Insurance. How does embedded insurance create a more delightful buying experience? James Riviezzo, Executive VP at Briza, the interface to commercial insurance for developers. In this episode, Ann Boger, VP of Scaling and host of And I Quote podcast, sits down with James to discuss where insurance was and where it is going. James discusses what lead him to the insurance industry and how shocked he was to see how much paper was still being pushed. Where is insurance going? And are you on the boat? Find out more about Briza: https://www.briza.com/ Find out more about James: https://www.linkedin.com/in/jamesriviezzo/ Find out more about Coterie Insurance: https://coterieinsurance.com/agents-brokers/ Learn more about the And I Quote podcast and being a guest on our show: https://explore.coterieinsurance.com/and-i-quote-insurance-podcast Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsure

The first bonus episode of the And I Quote podcast is here. Our bonus episodes will feature 2 team members of Coterie and they are going to introduce themselves, what they do and discuss things going on behind the scenes that you may not have known about. We are kicking off this bonus series with two familiar faces (or voices), Jason Johnson, Director of Agency Experience and Ali Essien, Agency Distribution Account Manager. Do their voices sound familiar? That's because these two are constantly sharing their positivity and enthusiasm with agents every day. Starting this series with them just felt right. They are forming some of the most genuine connections and relationships with our clients and always lead every conversation with confidence and positivity. The And I Quote podcast has a theme of "because relationships matter" and this theme runs through the blood of Coterians, too. Everything we do, we do with our agents and partners in mind. We want to continue to provide a product that builds on our relationship and one that will help better your relationships with your clients. Give Ali & Jason some love by leaving a comment on this episode, giving And I Quote a review and subscribing to our podcast. Do you like this bonus episode? Let us know, because we want to bring you a few more during season 2. Learn more about Coterie Insurance: https://coterieinsurance.com/ Find out more about And I Quote podcast: https://explore.coterieinsurance.com/and-i-quote-insurance-podcast Be a guest on our podcast: https://bit.ly/3RSPUAe Follow us on LinkedIn: https://www.linkedin.com/company/coterieinsure

Episode 2 of Season 2 of And I Quote Podcast by Coterie Insurance featuring guests, Pete Buccola, VP of Insurance and Paul Bessire, VP of Data & Analytics. In this episode Pete and Paul sit down with our host, Ann Boger, to discuss what it was like behind the scenes of bringing agents, brokers and partners the SimplyBind Experience. In this episode Pete shares what he has learned from building the SimplyBind Experience: 1. Have a defined end in mind 2. Can't do it alone- it is a team effort 3. You don't need to do it all at once We wanted to create something that can be used and grow with agents feedback. By listening to this episode you hear a lot of insight into what it was like building SimplyBind Experience and how our team wants to empower agents to form relationships with their clients. Pete and Paul break it down so simply. Their vision is one that we hope you can connect with and see how powerful this tool can be for you. Relationships can't be automated, and now your time can be focused on communication with clients. Coterie Insurnace is providing agents with the tool that will help agents showcase their value add- their knowledge of the insurance industry and what coverages and policies will keep their clients biggest asset, their business, protected. Learn more about The SimplyBind Experience. Learn more about Coterie Insurance. View more SimplyBind videos on YouTube. Find out more about the And I Quote podcast and how you can become a guest on our show.

What's coming up this season on the And I Quote podcast? Ann Boger, VP of Scaling and Brian Thomas, Director of Claims Experience at Coterie Insurance return for season 2 of the And I Quote podcast. This season we will be bringing you the same focus around "relationships matter" but with new guests from agency owners, brokers, small business owners and industry experts. Our conversations will be focused on topics you want to hear and learn more about, too. And I Quote is a podcast brought to you by Coterie Insurance. Coterie Insurance is simplifying small business insurance and is available across the nation in all 50 states and Washington, D.C. Coterie Insurance focuses on speed, simplicity and service and has recently released the new SimplyBind Experience. All you have to do is answer two questions and we will do the rest for you. Learn more about SimplyBind Learn more about the And I Quote podcast. Want to be a guest on our podcast? Latest Coterie Blog Posts

And that's a wrap. Thanks for listening to the first season of the And I Quote podcast featuring independent agents, industry experts and influencers offering advice and insights around one theme: "because relationships matter." Relationships are at the heart of business. It is what makes you stand out from other agencies. Being authentic in your marketing strategy and community outreach is imperative to form the valuable relationships with your clients. And I Quote podcast embodies what it means to be an insurance agent by having those real conversations with REAL insurance agents or agency owners that are out in the field, on the phone and connecting with clients everyday. And I Quote is a podcast that Coterie Insurnace started to provide producers with valuable information and education on topics they want to hear about. With no script, only a topic in mind, our hosts, Brian Thomas, Director of Claims Experience, and Ann Boger, VP of Scaling, ask the questions that you want to know the answers too. Do you want to be a guest on Season 2 of the And I Quote podcast? Fill out this form Have a topic suggestion? Send us a DM on Instagram Don't forget to subscribe to the podcast on Apple Podcasts, Spotify or YouTube. By subscribing you will be notified when the next episode is released. Also, feel free to leave a review. We would love to hear your feedback. Follow Coterie Insurance on Social Media: YouTube: https://www.youtube.com/channel/UC6hHMH_Qnc-taX6j49iEj-g LinkedIn: https://www.linkedin.com/company/coterieinsure/ Twitter: https://twitter.com/CoterieIns Instagram: https://www.instagram.com/coterie.insurance/ Join our Facebook Community (open to all agents and brokers, you do not have to be a Coterie producer to join): https://www.facebook.com/groups/coterieinsuranceagentsunite Coterie Insurance is simplifying small business insurance. To learn more about how to become a producer please visit our website. www.coterieinsurance.com

In this episode of And I Quote, Duncan Crystal, Co-founder of Herald, joins our host, Ann Boger, VP of Scaling at Coterie Insurance to discuss finding and focusing on your business's core competency. Knowing what your business excels in will help determine how you position and market your brand to your potential niche audience. Also, understanding what distinguishes you from your competitors will help you find the best partners that can complement and enhance your business. It is easy to get distracted from the big picture or to be pulled in many different directions when you are starting out or even when industries are changing or evolving. As an owner or stake holder at your business, it is your responsibility to remember what your “core competency” is so you can stay on track. Utilizing partners to build your business isn't you taking the “easy” way, it is you taking the best way. Automation is good for your business. It isn't eliminating you or any other human that works at your office, all it is doing is making it easier for you all to do your jobs more efficiently. As an insurance agent, agency owner or broker, your focus should be on relationship building, connecting with clients, creating content that resonates with your audience and many other things that “can't be automated”. This way, when it comes to providing a quote your potential client will already feel like they can trust you…plus it will help when you get them that quote quickly using technology like Coterie Insurance. Listen to this full episode to learn more about Duncan's story at Herald and how his story can help your business. More about Herald: Herald is building digital infrastructure for commercial insurance making it easier to quote and bind insurance from multiple carriers through a single API. Learn more about Herald: https://www.heraldapi.com/ More about Coterie Insurance: Coterie Insurance is simplifying small business insurance through speed, simplicity and service. Coterie is providing our partners and agents with the best solution for their clients. Listen and subscribe to the And I Quote podcast on Apple Podcast, Spotify or YouTube. Learn more about Coterie Insurance: https://coterieinsurance.com/agents-brokers/ Become a Coterie Insurance Producer: https://explore.coterieinsurance.com/become-a-producer

What is online reputation and how can a business owner establish a positive reputation online? In this episode, Katy Kelly, Marketing Director at Talage, shares best practices for helping insurance agents and agency owners mange what is being said about their business online. Topics include: -What is online reputation? -How to handle negative reviews -Turning negative reviews into actions -What sites should you keep an eye on -Getting reviews -Sharing positive reviews You may notice, Brian Thomas is not interviewing Katy in this episode. Big news, Brian welcomed a beautiful baby into this world a few days early so the woman behind the scenes, Paige Janiszewski, Social Media Strategist at Coterie Insurance stepped in to guest host. Everyone at Coterie Insurance is over the moon about the new little edition to the Thomas Family and send him well wishes. Please feel free to leave a comment or note on this episode sending him a big congratulations! Thanks for listening to the And I Quote podcast. Please subscribe, leave a review and let us know what topics you want to learn about next. If you want to be a guest on this show you can fill out this form Learn more about Coterie Insurance Learn more about CAMP Platinum (Coterie Agent Marketing Program) Learn more about Talage Connect with Katy Kelly on LinkedIn Connect with Paige Janiszewski on LinkedIn Join Coterie Insurance's Private Facebook Community We will see you next Thursday for the final episode of season 1.

What makes a successful business partnership? On this episode on "And I Quote: Because Relationships Matter", Bailey Preusse, Business Development Manager at Alignable shares how to create successful partnerships through networking and providing value. Building relationships in the insurance industry is natural. From the face of it, the he industry seems transactional, but in fact relationships are the key. These valuable connections include partnerships with other insurance experts but also with clients and your niche target market. At the core of this episode, the biggest takeaway is to network with likeminded industry experts and small businesses that are equally as passionate as you are and have a similar mission. You want your relationship to be mutually beneficial and worthwhile. What are your strengths? Weaknesses? Where can you improve? Think about the answers to these questions and figure out if you know someone or could connect with someone that can either provide education or assistance in areas you want to improve on. When you network with them, remember to understand where you could also offer them value, too. Credits: Thank you Brian Thomas, Director of Claims Experience for being an amazing co-host. And I Quote: Because Relationships Matter is brought to you by Coterie Insurance, Simplifying Small Business Insurance. Music was created by Brad Schnittger, Director of Design and UX at Coterie Insurance. Special Guest is Bailey Pressue, Business Development Manager at Alignable If you want to learn more about Coterie Insurance "Find an Agent" Local Pages, click here. Don't forget to subscribe and rate the And I Quote podcast. Thank you for listening!

Your content marketing strategy is important. Last week we heard from Alex Dopazo about how he launched multiple video series across YouTube. His advice is a nice lead in to this conversation that Ann Boger, VP of Scaling at Coterie Insurance, had with Melanie Deziel, Co-Founder and VP of Marketing at The Convoy. As an insurance agent and small business owner, we understand that you wear many hats. Your content marketing strategy may be the last thing you on your mind; however, it is something that you should think about. It's not always just about creating new content, it is also about create processes that involve content that can be useful for your clients. How does content relate to relationships? Well, the content you provide your clients directly effects the effort you are putting in to maintaining a trusting relationship with them. This episode is JAM PACKED with killer advice from the expert herself. Melanie Deziel is the Co-Founder & VP of Marketing at The Convoy, and author of the best selling marketing and business communications book “The Content Fuel Framework: How to Generate Unlimited Story ideas.” She is an international keynote speaker, skilled virtual presenter, and is recognized as one of the world's leading experts in native adverting. Questions answered in this episode: 1. What is content? 2. What content should insurance agents be creating? 3. How do you determine what is working and what isn't? 4. How can you connect with your community and audience? Learn more about Melanie Learn more about The Convoy Find out more about Agent Local Pages Learn how to get affiliated with Coterie Don't forget to subscribe to the And I Quote podcast. We release a new episode every Thursday on Apple Podcasts, Spotify and YouTube.