Podcasts about coterie insurance

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

Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Bobbie Collies from Coterie Insurance. Bobbie shares her expertise on intrapreneurship and disrupting insurance from within. Discover how to turn innovation into real change, leverage technology and data, and drive meaningful impact in the future of insurance.This Episode is sponsored by ⁠⁠⁠⁠Terra, the Next Generation Claims and Policy Software for Workers' CompVisit

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

Replay Episode !! This week In Insurance Town the Mayor sits down with his good friend Becky Monfre, VP of Digital Accounts at Coterie Insurance. Becky Monfre, joins us in Insurance via the Vertafore Insurance Podcast. to talk about how Coterie is making small commercial Insurance easier. She has been in the industry her entire career and understands the value of speed and efficiency for commercial insurance.  As the head of digital distribution, she loves helping agents to embed small commercial insurance capabilities on their website. Becky and the Mayor talk about everything from Raising Kids to Growing small commercial insurance and even get into some Hot takes along the way... Sponsors:Smart ChoiceCanopy Connect Olde School Marketing 

On this episode of The Insuring Cyber Podcast, Coterie Insurance Founder and CEO David McFarland discussed Coterie’s October announcement that the InsurTech is now offering cyber insurance on … Read More » The post EP. 98: Cyber Risks for Micro Small Businesses appeared first on Insurance Journal TV.

On this episode of The Insuring Cyber Podcast, Coterie Insurance Founder and CEO David McFarland discussed Coterie’s October announcement that the InsurTech is now offering cyber insurance on … Read More » The post EP. 98: Cyber Risks for Micro Small Businesses appeared first on Insurance Journal TV.

On this episode of The Insuring Cyber Podcast, Coterie Insurance Founder and CEO David McFarland discussed Coterie’s October announcement that the InsurTech is now offering cyber insurance on … Read More » The post EP. 98: Cyber Risks for Micro Small Businesses appeared first on Insurance Journal TV.

On this episode of Agency Nation Radio, we explore technology and its real-world impact on independent agencies. Join host Bobbie Collies, chief insurance officer at Coterie Insurance, as she unpacks how technology is not just about tools and software—it's about people. Collies is joined by two industry leaders: Chris Cline, executive director of the Big “I” Agents Council for Technology (ACT), and Todd Jackson, Big “I” Chairman and owner and partner at McGowan Insurance Group. Together, they discuss the challenges, opportunities and future of technology in the independent agency system. Cline discusses the evolution of ACT, including an overview of the “Letter to the Industry,” which highlights the pillars critical to technology success: data, connectivity, AI and people. As an agency owner, Jackson brings perspective to listeners who may want to see their agency use more technology, but aren't sure the best path for leadership buy-in. “Understand that you may be working in an agency that's owned by someone like me, and you may find resistance, you may find challenges and this may frustrate you at times,” says Jackson, “And this hopefully will be a perspective for you to see how to talk to these folks, who are intimidated and don't understand what's available to them and give them avenues and insights on ways to embrace that.” Whether you're a tech-savvy agent or just starting to explore what technology can do for your agency, this episode is packed with valuable insights to help you thrive in today's digital landscape. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we've got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts.

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

In this episode, we sit down with David McFarland, Founder and CEO of Coterie Insurance, a company dedicated to simplifying small business insurance. David shares his journey from his extensive actuarial background to creating a revolutionary insurtech company that is making it easier and faster for small businesses to get insured. David discusses the unique features of Coterie Insurance, including how it uses data-backed underwriting to provide accurate pricing and a seamless submission-to-bind experience in less than one minute. Learn about the technology and innovation behind Coterie Insurance and how it is transforming the insurance industry for small businesses across all 50 states. Discover insights on the challenges and opportunities in the insurtech space, and how Coterie Insurance is addressing the needs of small business owners with a partnership-based approach. This episode is packed with valuable information for anyone interested in insurance, technology, and small business solutions. This show is supported by www.matchrelevant.com. A company that helps venture-backed Startups find the best people available in the market, who have the skills, experience, and desire to grow. With over a decade of experience in recruitment across multiple domains, they give people career options to choose from in their career journey.

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/

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/

Coterie Insurance emphasizes the importance of comprehensive training and a human-centered approach to prepare employees for collaborating with AI technology, ensuring successful integration and optimization. Click here to … Read More » The post Unlocking Human Potential: The Key to Successful AI Integration in Insurance appeared first on Insurance Journal TV.

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.

“Anyone stepping into a predominantly 100% remote opportunity, assuming it's not their first time, they know what they're getting into and what to expect from the day-to-day”, says Blair. “In terms of building a culture, the onus is really on the company, but also us as individuals to engage with co-workers. You have to be intentional about over-communicating.”On the Insurance Coffee House Podcast this week, Blair Kamrass shares her journey from studying political science to an HR and people leadership function at a growing Insurtech, Coterie Insurance. “I've been in a leadership position now for about 7.5 years, overseeing the whole HR department, all of the functions. People are so complex that it keeps things interesting. A lot of what we do isn't ‘set it and forget it', we have to constantly be evaluating policies, programs that we've put in place to make sure that it's staying up to date with the modern-day workforce.”Blair highlights the role HR plays in internal communications.“It's partnering with people leaders, our ‘S-team' is what we call our executive team, to make sure everyone is as updated as they can possibly be about upcoming changes. We know change management in any organization is huge and trying to stay ahead of that the best you can. It's helping leaders develop their own unique, authentic selves and making sure that all of the communication channels are firing on all cylinders at any given point.”Blair discusses attracting insurance talent to the business and the impact of its 100% remote nature. “We've set up an organization that truly supports the employee's whole self because we know there is life outside of work and life gets very complicated. Having those structures, helps attract the insurance talent we're looking for.” She discusses the tools Coterie uses to keep people in engaged and communicating. Including Slack channels and bi-annual engagement surveys. “One thing we do really well is communication. Every month we have a company ‘All hands' with more formal reports from our ‘S-team and every week we have a meeting called ‘Friday Wins'. This is a more casual gathering, but the intention is to come together, express gratitude and shout out your coworkers, discuss your wins for the week.It's a combination of making sure you're creating the opportunities to come together in a formal way to hear business updates, but also to have fun because we need to always make sure that we're building fun into our work.”Blair advises senior leaders coming for interview at Coterie, saying, “I would say over-communicate. I can't express that enough with a 100% remote company. Be intentional about thinking, ‘OK, who do I need to follow up with? Who needs to be in the know about this? We want to make sure everyone feels they're in the know.”To hire the best insurance talent, Blair counsels fellow insurance people leaders to have a good grasp on the demographics of their workforce. “Have in the back of your mind that people are complex. They're not robots. Everyone is in a different season of life. Do your research. Know what's going on in the world socially, economically, politically because it will filter into the organization and it will impact our teams.” In terms of attracting a diversity of insurance talent, Blair highlights, “We make sure all of our hiring managers receive on average at least three pre-qualified diverse candidates to progress through the interview process.Our goal is always to build out a diverse workforce whenever we can. We use a people dashboard, so at any point in time, we can see the makeup of our organization. By gender, age, race, location, our turnover rate at the executive level and so on. That way we have a pulse on how our organization is looking.”Blair highlights how Coterie is using experiential exercises as part of the hiring process and what she...

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/

David McFarland is the co-founder of Coterie Insurance, which is on a mission to transform the commercial insurance market for small and micro-businesses. Using an innovative digital platform, Coterie makes insurance easier, faster, and more accessible for businesses and their 32 million employees nationwide. Coterie has now raised a total of $80 million since its 2018 inception.Today, Coterie has more than 40,000 clients.Where to find David McFarland:• Website: Coterie Insurance - Small Business Insurance• LinkedIn (1) David McFarland | LinkedInWhere to find Hadi Radwan:• Newsletter: Principles Friday | Hadi Radwan | Substack• LinkedIn: Hadi Radwan | LinkedInIf you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).

This week In Insurance Town the Mayor sits down with his good friend Becky Monfre,VP of Digital Accounts at Coterie Insurance. Becky and the Mayor talk about everything from Raising Kids to Growing small commercial insurance and even get into some Hot takes along the way... 

We sit down with the insurance powerhouse, Bobbie Collies, the Chief Growth Officer at Coterie Insurance where the grasp of her role, her business, and her clients shines through. Bobbie takes us on a journey through Coterie's model, offering insurance agents lightning-fast quotes through automated self-service capabilities, a technology that's continually getting smarter. She unveils exciting plans for 2024 and proudly wears her title of an "insurance nerd." With two decades in and around underwriting, she reflects on how technology has transformed the industry and shares her current perspective on the ever-evolving landscape of disruption in the insurance world.    Learn More: www.fnoinsuretech.com Bobbie Collies: LinkedIn  Coterie  Ep 183 with David McFarland  And I Quote podcast    What You'll Hear In This Episode: [6:28] Why is there so much insurance based out of Wisconsin?  [8:40] Bobbie gives her elevator pitch on Coterie and their mission.  [10:02] Of all the many companies that offer insurance to small businesses and startups, why should they choose Coterie?  [10:58] What will automated self service capabilities look like, and what is My Digital Agency?  [12:32] Who is a good insurer for Coterie?  [13:42] Who is the distribution channel?  [18:42] Bobbie proves that she is an insurance nerd, through and through.  [21:11] Bobbie talks about her role overseeing the underwriting side as well.  [24:47] The push and pull between tech and insurance.  [28:19] For Coterie at the present moment, the demand is greater than the supply.  [30:54] Going to the target market.  [31:19] Coterie's recent deal with ZestyAI.  [33:33] What seems to be the number one concern from carriers?  [34:26] What has changed in underwriting?  [36:03] Is there really disruption in the industry, or is it just meaningful change?   

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/

Today I am joined by David McFarland, co-founder and CEO of Coterie Insurance, an insurance technology company that is rethinking the way small business insurance operates by incorporating speed, simplicity, and service into the commercial insurance experience.

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/

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.

Part 1: Can't get enough of money ball?  Feels more like sports radio.  Making Data Simple welcomes Paul Bessire, VP of Data, Coterie Insurance.  05:11 Paul's KC connection07:59 The Prediction Machine08:38 Who is this guy???15:31 Paul's story27:01 And about the Tech?29:48 "Box Score" is all the mattersLinkedIn: https://www.linkedin.com/in/paulbessire/Website: https://coterieinsurance.com/Want to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

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.

In the latest episode of the Nassau Re/Imagine Podcast, we sit down with Bobbie Collies, Chief Growth Officer at Coterie Insurance, to explore the topic of innovation and how it can impact the way we approach business. During the episode, Collies shares her insights on how to help people change their mindset and embrace new ideas, as well as her experience leading a company through a period of transformation. The conversation delves into the importance of understanding the customer's needs and preferences, and how to use that knowledge to create products and services that meet their expectations. Collies also discusses the role of technology in driving innovation, and how it can be used to streamline processes and enhance the customer experience.   Learn more about Coterie Insurance and connect with Bobbie Collies: https://www.linkedin.com/in/bobbiecollies/ https://coterieinsurance.com Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

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

Entrepreneurship, when done well, creates a great impact on people, communities, and the world. Especially when grounded in faith, businesses go beyond profitability and aim for the welfare of employees and bring about the transformation of individuals, families, and communities. In today's episode, we talk to Tim Metzner of Coterie Insurance about his entrepreneurial journey. From co-founding two startup companies to striking out on his own to create a commercial insurance startup, Tim has been operating his businesses in the context of building a great culture and in fulfillment of the mission that God has called him to do. It is by attracting good employees and influencing and helping them flourish as persons that he creates a great impact on people, their families, and society. Click now and learn why earning money alone won't keep your people committed to doing meaningful work for you. Key Points From This Episode: Tim shares the highlight of his week, his background and how he got into entrepreneurship.How Tim made the decision to leave his tech job and start his own entrepreneurial journey.Tim talks about the two startup companies he helped found: Differential and Oceans.Tim talks about Coterie Insurance, his next business venture that merges insurance and technology.How the merging of faith and business gets an entrepreneur through business challenges.How can entrepreneurs impact and change the world?Tim shares failures that taught him valuable lessons.Tim talks about his vision for Coterie.Tim answers the mentor-minute questions.Tweetables:“When employees feel empowered, listened to, and cared for, when you have a great culture, they're more productive, they are more loyal, they want to come to work. There's a different level of energy and impact that they have on their work and their co-workers that they wouldn't have otherwise.”“Whatever that next big thing is, you should work hard for it but bring God into it. Links Mentioned in Today's Episode:Tim Metzner on LinkedInTim Metzner on TwitterCoterie InsuranceOCEANDifferentialAbout Tim MetznerTim Metzner is co-founder of Coterie, an API-based commercial lines insurance startup. Coterie empowers agents and brokers to secure coverage for small businesses faster and easier than ever. Previously, he was co-founder of Differential, a leading digital product studio, and of OCEAN, a faith-based non-profit organization that teaches, mentors, invests in and gathers entrepreneurs around both business and biblical principles critical to their success. Tim is currently an active member of the Board of Directors for all three organizations. In addition to his direct contribution as a co-founder, OCEAN and Differential have spawned dozens of venture-backed organizations that have raised millions and created hundreds of jobs.Tim is very active in the Cincinnati entrepreneurial community which, among other efforts, has included bringing Startup Weekend to Cincinnati, serving on the Advisory Board for NKU's Center for Entrepreneurship and Innovation, serving as an EIR for the University of Cincinnati's Venture Lab, as well as being an active mentor to entrepreneurs and students in the region.In addition to his volunteer and entrepreneurial endeavors, one of his greatest joys and challenges is co-leading his four young children (Nolan, Owen, Faith, and Emma) with his wife, Kristy.

Our guest today is Coterie Insurance's COO, Kevin Mackey. Kevin Mackey leads the company's operations, including finance, accounting, legal, scaling, people operations, security, tech services, and customer advocacy. After graduating with a degree in Finance and Accounting, and working as a buy-side equity researcher through the financial crisis era, Kevin tapped his entrepreneurial DNA as […] The post Ep. 243 – Coterie Insurance COO, Kevin Mackey appeared first on COO Alliance.

Our guest today is Coterie Insurance's COO, Kevin Mackey.  ​​​​Kevin Mackey leads the company's operations, including finance, accounting, legal, scaling, people operations, security, tech services, and customer advocacy.  After graduating with a degree in Finance and Accounting, and working as a buy-side equity researcher through the financial crisis era, Kevin tapped his entrepreneurial DNA as […] The post Ep. 243 – Coterie Insurance COO, Kevin Mackey appeared first on COO Alliance.

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Bobbie Collies, Chief Growth Officer at Coterie Insurance. Bobbie and Teresa talk about data and how it is changing our industry. Episode Highlights: Bobbie shares how she got into the insurance sector and what she's been doing in the insurance technology space. (1:09) Bobbie mentions that many Insurtechs companies started out wanting to disrupt the industry but have since shifted to figuring out how they can best support the current operating model of the industry. (5:06) Bobbie explains how utilizing data is the only way to survive in this industry. (10:03) Bobbie discusses how technological advancements are changing the value proposition of independent agencies. (16:16) Bobbie mentions that Coterie Insurance launched “Simply Bind” in July of this year, which is their underwriting engine paired with their quoting engine, that provides agents with a legitimate quote within seconds or minutes. (22:15) Bobbie explains that the most valuable aspect of an insurance agent's job is to provide advice and that the data imported into the system, such as changing a vehicle or updating deductibles or credit cards, are things that insurance agents should not have to touch because they are simple enough to self-service. (30:00) Bobbie mentions that there are so many technology solutions for agents on the market today that they should begin with the area that is pushing toward their five-year goal and create tools around it. (32:24) Bobbie explains that Coterie uses a network of agents called Coterie Collaborative to help with decision-making, and some of Coterie's greatest partners are helping them figure out what to do next to grow and scale. (34:45) Key Quotes: “The only way that we're going to survive or you will survive in this industry moving forward is using our data, whether you're a carrier and agency or an Insurtech, because the expense and the cost model of not doing so is going to put you in a place where you're just not going to be able to compete anymore.” - Bobbie Collies “My best advice there is to figure out what five years look like. What do you want to look like as an agency, and then start solving for the problems that you need to solve for.” - Bobbie Collies “Some of our best partners are helping us think through what we need to do next in order to make sure that we grow and scale with them.” - Bobbie Collies Resources Mentioned: Bobbie Collies LinkedIn Coterie Insurance Contact Teresa Kitchens Sterling Insurance Group

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Bobbie Collies, Chief Growth Officer at Coterie Insurance. Bobbie and Teresa talk about data and how it is changing our industry. Episode Highlights: Bobbie shares how she got into the insurance sector and what she's been doing in the insurance technology space. (1:09) Bobbie mentions that many Insurtech companies started out wanting to disrupt the industry but have since shifted to figuring out how they can best support the current operating model of the industry. (5:06) Bobbie explains how utilizing data is the only way to survive in this industry. (10:03) Bobbie discusses how technological advancements are changing the value proposition of independent agencies. (16:16) Bobbie mentions that Coterie Insurance launched “Simply Bind” in July of this year, which is their underwriting engine paired with their quoting engine, that provides agents with a legitimate quote within seconds or minutes. (22:15) Bobbie explains that the most valuable aspect of an insurance agent's job is to provide advice and that the data imported into the system, such as changing a vehicle or updating deductibles or credit cards, are things that insurance agents should not have to touch because they are simple enough to self-service. (30:00) Bobbie mentions that there are so many technology solutions for agents on the market today that they should begin with the area that is pushing toward their five-year goal and create tools around it. (32:24) Bobbie explains that Coterie uses a network of agents called Coterie Collaborative to help with decision-making, and some of Coterie's greatest partners are helping them figure out what to do next to grow and scale. (34:45) Key Quotes: “The only way that we're going to survive or you will survive in this industry moving forward is using our data, whether you're a carrier and agency or an Insurtech, because the expense and the cost model of not doing so is going to put you in a place where you're just not going to be able to compete anymore.” - Bobbie Collies “My best advice there is to figure out what five years look like. What do you want to look like as an agency, and then start solving for the problems that you need to solve for.” - Bobbie Collies “Some of our best partners are helping us think through what we need to do next in order to make sure that we grow and scale with them.” - Bobbie Collies Resources Mentioned: Bobbie Collies LinkedIn Coterie Insurance Contact Teresa Kitchens Sterling Insurance Group

Part 2: "See the Game, Change the Game".  More money ball with Paul Bessire, VP of Data, Coterie Insurance.  Fascinating stuff.  01:00 Paul's customers 09:50 Moneyball for insurance15:10 Can you underwrite at the individual level?20:17 In summary24:09 Startups and adverse selection31:10 Three tweetable nuggets?33:00 For funLinkedIn:  https://www.linkedin.com/in/paulbessire/Website:  https://coterieinsurance.com/Want to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun. 

Part 1: Can't get enough of money ball?  Feels more like sports radio.  Making Data Simple welcomes Paul Bessire, VP of Data, Coterie Insurance.  05:11 Paul's KC connection07:59 The Prediction Machine08:38 Who is this guy???15:31 Paul's story27:01 And about the Tech?29:48 "Box Score" is all the mattersLinkedIn: https://www.linkedin.com/in/paulbessire/Website: https://coterieinsurance.com/Want to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

In this conversation, we chat with David McFarland, co-founder and CEO of Coterie Insurance – a US- based insurance entity focused on making risk transfer efficient for the small commercial P&C insurance space. Coterie uses industry-leading tech, deep insurance expertise, and product innovation to embed insurance into their partners' existing products and workflows, leveraging data from multiple sources to turn small commercial accounts from an unprofitable obligation to a profitable opportunity. Prior to founding Coterie, David served as Chief Actuary and Head of Insurance Product & Pricing at Clearcover, a personal auto insurtech. David is a Fellow in the Casualty Actuarial Society and a Member of the American Academy of Actuaries.