Coterie Insurance's And I Quote: Building Relationships With Insurance Agents podcast

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How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

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Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discussing how data, marketing, tech, and other topics all circle back to building trusting relationships.

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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Top Tips for Insurance Agents to Unlock Their Marketing Potential 14:53

約 16 日前14:53

14:53

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Navigating the Future of Insurance with Bold Penguin 16:07

6 weeks前16:07

16:07

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 territories Bold Penguin: Learn More: https://www.boldpenguin.com/ Follow them on LinkedIn: https://www.linkedin.com/company/bold-penguin Follow 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 Farley 01:49 Current Trends in Small Commercial Insurance 04:17 Navigating Market Changes and Supporting Agents 05:19 Innovations in Technology and Agent Enablement 09:25 Success Stories and Growth Metrics 12:06 Nicole's Journey and Bold Penguin's Evolution 13:50 Engaging with Bold Penguin and Closing Thoughts 15:40 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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Navigating Challenges in Small Commercial Insurance with London Underwriters 32:10

10 weeks前32:10

32:10

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/coterieinsurance Website: https://coterieinsurance.com/ Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsunite Chapters: 00:00 Introduction to InsureTech and Its Evolution 04:47 Challenge: Insurance Agents moving from personal lines to commercial lines 06:03 Challenges for Agents in Small Commercial Insurance 09:41 Coterie's Role in Simplifying Commercial Insurance 15:52 The Importance of Small Business Insurance 18:27 Future of InsureTech and LU1 Platform 27:32 The Human Element in Insurance Technology Keywords: InsureTech, small commercial insurance, Coterie, London Underwriters, insurance agents, technology adoption, future of insurance, digital transformation, insurance marketplace, small business insurance…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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The Evolution of Insurance: A Conversation with Insurance Agency Owner, Rick Rolfs 21:35

14 weeks前21:35

21:35

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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David McFarland, CEO Of Coterie, on Culture, Core Values and Future Plans 23:12

35 weeks前23:12

23:12

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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Insurance Agent, Carl Ruppel, Talks About Exploring Career Paths in Insurance and Networking 16:04

37 weeks前16:04

16:04

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Legacy Planning: Securing your Future in the Insurance Industry 33:19

40 weeks前33:19

33:19

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership 31:55

41 weeks前31:55

31:55

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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Predictive and Preventative Technology in the Insurance Industry: How Does Human Interaction Fit into the Transaction 21:50

48 weeks前21:50

21:50

"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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Mentoring and Recruiting the Next Generation in the Insurance Industry 20:27

1 year前20:27

20:27

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's And I Quote: Building Relationships with Insurance Agents

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Michael Fiedel on The Evolution of the Insurance Industry and the Future of InsurTech 24:19

1 year前24:19

24:19

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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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How to Build a Happy and Engaged Team in the Insurance Industry 25:16

1 year前25:16

25:16

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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Work-Life Integration: How to Show Up Authentically and Share Content that Matters 27:31

1 year前27:31

27:31

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.…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Being Human: DEI and Accountability in the Insurance Industry with Insure Equality 31:44

1 year前31:44

31:44

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Season 4 of Coterie Insurance's And I Quote Podcast 5:52

1 year前5:52

5:52

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's And I Quote: Building Relationships with Insurance Agents

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And that's a Wrap: Bobbie Collies and Ashleigh Burden Wrap up Season 3 of And I Quote 8:31

2 years前8:31

8:31

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Making a Career Change From Police Officer to Insurance Agency Owner: Lou Facciponti shares what it's like starting out and building an agency 25:13

2 years前25:13

25:13

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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Meg McKeen on Creating Space for Women in the Insurance Industry, Overcoming Burnout and Building a Culture That Will Make a Difference 40:56

2 years前40:56

40:56

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?…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

1
Building Your Personal Brand and Reaching Your Target Audience on Social Media with Ati Grinspun 36:39

2 years前36:39

36:39

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Brandon Schuh on Risk Management and Crafting Insurance Policies that Fit the Unique Needs of New Business 29:50

2 years前29:50

29:50

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 at Gorilla Ladder, networking with underwriters and claims experts, and starting a Private Investigation business, to working at Hays Companies, Brandon brings a variety of experiences and passions to his career. Businesses are continually evolving and creating products that don't always have insurance blueprints. Brandon specializes in working with these clients that have unique needs and finding those solutions. His specialties include: Manufacturing/Importers, Micromobility Operations & Manufacturers, Vehicle Leasing, Risk Management and Loss Sensitive Programs, Consumer Products, Sporting Goods, Sharing/Gig Economy Risks, and Restaurants and Delivery. 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 Episode Breakdown: 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 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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

1
How To Avoid Burnout Culture in Your Insurance Agency by Following a Method Created Through Working With Athletes and Sports Teams 24:07

2 years前24:07

24:07

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.…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

1
Frank Sentner on Data Standardization, Technology, AI, and the Independent Agent 35:36

2 years前35:36

35:36

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.…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

1
Tony Cañas on Entering the Insurance Industry, Networking as an Introvert, and Women in Leadership 26:58

2 years前26:58

26:58

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/coterieinsure Twitter: 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 insurance 4:53-9:55: 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 differently 13:38-16:45: DEI and demographics 16:45-18:30: 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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

1
Finding your Niche in the Small Business Insurance Space with Kelly Spies 21:55

2 years前21:55

21:55

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.…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Ema Roloff on Company Wide Tech Transitions, Using Short form Video Content for Communication and 'Circus' by Britney Spears 29:18

2 years前29:18

29:18

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 Introduction 1:00-2:50- Guest Introduction and digital transformation 2:50-3:55 - Wisconsin and things Bobbie and Ema have in common 3:55-7:10 - How did you get into TikTok, the “ah ha” moment, and how it became one of Ema’s preferred tools 7:10-9:42 - 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 use 16:28-18:03 - 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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Monica Adwani on Creating a Community for Women in Insurance, Building a Virtual Assistant Business and Setting Goals 25:50

2 years前25:50

25:50

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/…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Nick Berry on Advice for Insurance Agents on Email Marketing Subject Lines, ChatGPT, and Best Used Cases for AI 29:52

2 years前29:52

29:52

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 .…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Jessica Fukuchi on Marketing and Development of a Referral Only Built Insurance Agency and Team 32:27

2 years前32:27

32:27

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.…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Chris Cline on How Implementing a Technology Strategy in Your Insurance Agency Will Add Value to Your Agents and the Customer 32:30

2 years前32:30

32:30

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…

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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Coterie Insurance Launches Season 3 of the And I Quote Podcast 7:38

2 years前7:38

7:38

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…

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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

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