Coterie Insurance's And I Quote: Building Relationships with Independent Insurance Agents
By Coterie Insurance, Simplifying Small Business Insurance
Coterie Insurance's And I Quote: Building Relationships with Independent Insurance AgentsJul 21, 2022
Mentoring and Recruiting the Next Generation in the Insurance Industry
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:
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/
Michael Fiedel on The Evolution of the Insurance Industry and the Future of InsurTech
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/
How to Build a Happy and Engaged Team in the Insurance Industry
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/
Work-Life Integration: How to Show Up Authentically and Share Content that Matters
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.
Being Human: DEI and Accountability in the Insurance Industry with Insure Equality
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 4 of Coterie Insurance's And I Quote Podcast
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/
And that's a Wrap: Bobbie Collies and Ashleigh Burden Wrap up Season 3 of And I Quote
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
Making a Career Change From Police Officer to Insurance Agency Owner: Lou Facciponti shares what it's like starting out and building an agency
Lou Facciponti is President of Commercial Lines & Owner of Blue Coat Insurance Group in Maryland.
He joins our host, Ashleigh Burden as a guest on our podcast, And I Quote, to discuss how he turned his 14-year career of Police work into a completely new path of becoming an Insurance Agency Owner.
After 3 years of learning the industry, getting licensed, and learning from others, Lou took a leap into creating his own successful agency.
Depending on who you as 7 years in the insurance space still may be considered "fresh & new" but others may say he's already a veteran. Either way, Lou has plenty of advice he shares on what it was like changing careers, starting out in the industry, opening his own agency, creating genuine relationships with clients, and networking with agents online.
Follow Lou on LinkedIn:
https://www.linkedin.com/in/loufaccipontibluecoatinsurancegroup/
Learn more about Bluecoat Insurance Group:
https://www.bluecoatinsurancegroup.com/about-us.html
Connect with Ashleigh Burden on LinkedIn:
https://www.linkedin.com/in/ashleigh-burden/
Follow Coterie on LinkedIn:
https://www.linkedin.com/company/coterieinsure/
Get more information about Coterie Insurance on our website:
https://coterieinsurance.com/
Meg McKeen on Creating Space for Women in the Insurance Industry, Overcoming Burnout and Building a Culture That Will Make a Difference
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:
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?
Building Your Personal Brand and Reaching Your Target Audience on Social Media with Ati Grinspun
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 on Risk Management and Crafting Insurance Policies that Fit the Unique Needs of New Business
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/
How To Avoid Burnout Culture in Your Insurance Agency by Following a Method Created Through Working With Athletes and Sports Teams
Cheree Sauer is the CEO of Success Without Sacrifice, a coaching business that works directly with Women Owned Insurance Agencies to help “stop the hustle and scale with harmony”.
She recognized a need to help female business owners, so she brought her knowledge of business, sports psychology, sports training, and team performance into the entrepreneurial world to help female Insurance Agency Owners continue their success without sacrificing themselves. Cheree is passionate about helping women in insurance succeed and providing a tried and true method that will keep their team aligned to avoid burnout.
In this episode Cheree shares her story, history, and how she is helping her clients resolve conflict, grow their businesses and thrive without sacrificing boundaries.
Some of the most important advice that she provides is to REST. Not just get a good night's sleep, but to allow your boundaries to make it possible for you to have the mental, physical, and emotional rest that you need.
Breakdown of the episode:
0:00-1:11- Podcast Introductions
1:12-3:58: Cheree introduces herself and provides background on why she started Success without Sacrifice
3:59-4:58: How the idea of Success without Sacrifice and the RAMP Method started
5:23-7:36: What sparked the interest in focus on Women-Owned Insurance Agencies?
7:37-8:21: Independent insurance agents are passionate and have a love for their community
9:08-14:04: Building connections and relationships across the industry
15:02-16:02: Official trainer of the Women of Insurance organization
16:54-21:43: Advice to business owners or women in insurance
22:30-23:20: Where can you connect with Cheree (also in the show notes below)
23:25-24:07: Podcast wrap-up and ending
Thanks for listening to this episode! If you liked it, share it with a friend, leave a review, or subscribe.
Learn more about Cheree & Success without Sacrifice Business Coaching:
Follow Cheree on Linkedin:
https://www.linkedin.com/in/cheree-sauer-a2a152192/
Follow Success without Sacrifice:
LinkedIn: https://www.linkedin.com/company/success-without-sacrifice/
Facebook: https://www.facebook.com/successwithoutsacrificecoaching
Website: https://successwithoutsacrificecoaching.com/
Learn more about Coterie Insurance:
Follow Coterie Insurance on LinkedIn:
Visit our Website:
Follow us on Twitter:
Coterie Insurance is simplifying small business insurance through insurance agents, brokers, and partners. By providing a quick solution for quoting small businesses, you can spend less time providing a new client a quote and more time being the risk advisor they need. Start spending your time the way it matters.
Frank Sentner on Data Standardization, Technology, AI, and the Independent Agent
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.
Tony Cañas on Entering the Insurance Industry, Networking as an Introvert, and Women in Leadership
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
Finding your Niche in the Small Business Insurance Space with Kelly Spies
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.
Ema Roloff on Company Wide Tech Transitions, Using Short form Video Content for Communication and 'Circus' by Britney Spears
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:
Want to be a guest on the And I Quote podcast?
Visit our webpage and fill out a form:
Monica Adwani on Creating a Community for Women in Insurance, Building a Virtual Assistant Business and Setting Goals
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 on Advice for Insurance Agents on Email Marketing Subject Lines, ChatGPT, and Best Used Cases for AI
Nick Berry is the Marketing Operations Manager at Better Agency
He joins Bobbie Collies on Coterie Insurance's podcast, And I Quote to discuss his expertise in creating email sequences and of course the hot topic of AI.
How is Better Agency using AI and educating insurance agents on best practices for their content?
Essential parts of this episode:
- Nick discusses the most important pieces of an email including the insights that he analyzes after sending
- Nick shares email subject lines and phrases that he has tested. He found a proven subject line that might work for you, too!
- Better Agency is using AI on particular content pieces, but Nick reminds listeners that it is always just a starting point, it's not meant to be copied and pasted into your blog or used as a caption on social media.
We hope you enjoy this episode with our friend, Nick Berry. Better Agency has some fun things in the works that we talk about in this episode so keep your eye out for those.
Follow Nick Berry on Linkedin & Twitter
Follow Bobbie Collies on Linkedin
Learn more about Coterie Insurance.
If you liked this episode, please leave a review, share out on LinkedIn or Twitter, and subscribe.
Coterie Insurance's podcast, And I Quote, can be found on Spotify, YouTube, and Apple Podcasts.
Visit our landing page to find out more about our show.
Jessica Fukuchi on Marketing and Development of a Referral Only Built Insurance Agency and Team
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.
Chris Cline on How Implementing a Technology Strategy in Your Insurance Agency Will Add Value to Your Agents and the Customer
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 Launches Season 3 of the And I Quote Podcast
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
Coterie Insurance Wraps up Season 2 of And I Quote Podcast
And thats a wrap...again!
Thank you so much to Ann Boger and Brian Thomas for hosting two seasons, 28 episodes, of Coterie Insurnace's podcast, And I Quote.
We are wrapping up for the rest of 2022 but will be back for 2023.
We appreciate all the support and listens we have received as we build our voice on our podcast. We would love for you to subscribe and rate our podcast on Apple Podcast, Spotify and Google. You can also listen and subscribe via YouTube, too.
Thanks again! We will see you next year.
If you are interested in being on the podcast, reach out to Paige at Coterie Insurance:
paige.janiszewski@coterieinsurance.com or fill out this form:
https://share.hsforms.com/1zddUoNTITYeAYMK80vwRew542y9
Learn more about Coterie Insurance:
https://coterieinsurance.com/
Find us on Apple Podcast:
https://podcasts.apple.com/us/podcast/and-i-quote-building-relationships-with-insurance/id1612682221
Spotify:
https://open.spotify.com/show/5Fyqap2x20M3XAl3KdF07S
YouTube:
https://www.youtube.com/playlist?list=PLlKvEaZwcKyDxLhZGrNxEYB6xos5bvlgs
Rob Galbraith on Providing a "That was Easy" Button Experience for the Insurance Industry
While people don't want to spend a lot of time engaging in getting insurance, they do want assurance they are checking off the right boxes and entering the best information. They understand the importance of insurance and don't want to make an error.
Rob Galbraith, founder of Forestview Insights and best-selling author for his book, "The End of Insurance as We Know It" joins first time host of the And I Quote podcast, Bobbie Collies, VP of Distribution for this very insightful episode.
Rob has an extensive background within the insurance industry that lead him to publishing a book in 2019. His knowledge and insights took him around the globe where he gave keynote speeches and engaged with industry experts about the future of insurance and a lot of knowledge around insurance.
Listen to this episode of the And I Quote podcast brought to you by Coterie Insurance to hear what Rob believes consumers are looking for, the value in insurance agents and the need to provide an easy experience.
Subscribe to Forestview Insights:
https://www.seetheforestview.com/
Follow or Connect with Rob Galbraith on LinkedIn:
https://www.linkedin.com/in/rob-galbraith/
Find out more about Coterie Insurance:
https://coterieinsurance.com/
Connect with our host, Bobbie Collies on LinkedIn:
https://www.linkedin.com/in/bobbiecollies/
Follow Coterie Insurance on LinkedIn:
https://www.linkedin.com/company/coterieinsure/
The Best Marketing Tips and Strategies for Insurance Agencies
Marketing. Every business has to do it, but what are the most important strategies that you should implement.
Tarmkia and Coterie Insurance collaborate in a webinar turned podcast episode to bring you all the latest strategies and advice when it comes to planning what works for you.
Let’s talk about marketing for insurance agents, brokers, and agencies.
Marketing has always been a hot topic and one that is constantly changing. We have gone from focusing our marketing dollars on radio, billboards, newspaper articles, and even direct mail to focusing most efforts on online marketing like SEO, web design, and social media marketing...but that doesn’t mean marketing dollars still shouldn’t be allocated to local outlets and efforts.
Watch this webinar and learn all about Google my business pages and ways that as an insurance agent or agency owner you can update your marketing strategy.
Learn more about marketing tools on the Coterie Insurance blog:
https://coterieinsurance.com/blog/manage-business-insurance-leads/
Follow Coterie Insurance on LinkedIn:
https://www.linkedin.com/company/coterieinsure
Watch the full webinar on the Coterie Insurance YouTube Channel:
https://www.youtube.com/watch?v=zXhuMM52PPA&list=PLlKvEaZwcKyBUEpYab684PUpymz4WzyDP&index=3
Learn more about Coterie Insurance:
https://coterieinsurance.com/
Learn more about Tarmika:
https://www.tarmika.com/
How do Independent Agents Add Value to Small Business, a Conversation with Coterie Insurance & Semsee
Semsee and Coterie Insurance recently recorded a live webinar that we wanted to share on the And I Quote podcast. In this conversation with Zack Yurch, Head of Revenue at Semsee and Becky Monfre, Director of Digital Accounts at Coterie Insurnace, we dive in to learn about independent agents add value and expertise to small businesses. This conversation is hosted by Ashleigh Burden, Marketing Manager at Coterie Insurance and she leads the conversation by asking questions like:
- How are IAs positioned as experts on the unique coverage needs for small businesses?
- What types of information should agents share with their small biz clients & prospects?
- As each small business is unique in structure and operations, how can agents ensure that they are continually assessing that their clients have the right coverage?
- How can IAs use technology to save small business owners’ time and money?
- How do Semsee and Coterie enable IAs to serve their small business clients more efficiently?
Thanks for listening to the And I Quote podcast and keeping up with everything independent agents, industry experts and influencers have to say about specific topics within the insurance industry. Our podcast is built off the theme "because relationships matter" so each episode will provide insights into how others are building trusting relationships with their small business prospects and clients.
The And I Quote podcast is brought to you by Coterie Insurance.
Let's connect on LinkedIn:
Becky Monfre: https://www.linkedin.com/in/becky-monfre-2a525120/
Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/
Zack Yurch: https://www.linkedin.com/in/zack-yurch-1069685b/
Learn more about Semsee: https://semsee.com/coterie
Learn more about Coterie Insurance: https://coterieinsurance.com/
Join Coterie's Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsunite
Follow Coterie Insurance on LinkedIn to keep up with the latest news: https://www.linkedin.com/company/coterieinsure
Bonus Episode: Meet Richard Deal and Troy Crow
In this episode of And I Quote you will get the opportunity to meet Richard Deal and Troy Crow... or maybe you already have met them via online demos, through email or even at events.
Richard Deal is the Business Development Manager and Troy Crow is the Sales Development Representative at Coterie Insurance.
These two emulate the Coterie values:
Passion
Integrity
Intelligence
Humility
In this episode we discuss what their job is like, events they attend, the importance of building relationships and reaching new audiences and what they love about working at Coterie Insurance.
The And I Quote podcast follows a theme, "because relationships matter" and our bonus episodes are no different. Introducing our audience to Coterians helps us build the valuable relationships that our agents and partners have with their clients and prospects.
Connect with Richard Deal on LinkedIn:
https://www.linkedin.com/in/richard-deal-7aab6649/
Connect with Troy Crow on LinkedIn:
https://www.linkedin.com/in/christian-troy-crow-556620113/
Keep up to date on Coterie news:
https://www.linkedin.com/company/coterieinsure
Join our Facebook Community:
https://www.facebook.com/groups/coterieinsuranceagentsunite
Creating an Authentic and Transparent Brand Online is the Key to Building Trust as an Insurance Agent
Vianey Butterfield, Owner of Butterfield Insurance in Lakeland, FL joins Ann Boger, VP of Scaling at Coterie Insurance on the And I Quote podcast.
In this episode, these two dive into a variety of topics like:
- Building an authentic brand on social media
- Engaging and harnessing relationships online
- Women in Insurance
- Establishing a strong and supportive network
- Mental health
- How to create trust within the insurance space
In just 30 minutes you get to hear from an insurance agent with 13 years of experience. Vianey opened Butterfield Insurnace 2 years ago after having 2 mentors that provided her motivation and encouragement. As a self-proclaimed "Insurance Nerd", Vianey enjoys reading policies, helping out her community and providing a safe space for her clients to feel empowered to pursue their careers as business owners.
Surrounded by a powerful network of family and friends, Vianey shares what types of people you should always have on your side ready to tell you the truth and keep you from falling.
Listen to this full episode on Spotify, Apple Podcasts or YouTube.
The And I Quote podcast is brought to you by Coterie Insurance:
https://coterieinsurance.com/
Learn more about Butterfield Insurance:
https://www.butterfieldins.com/about-vianey-insurance-butterfield
Follow Butterfield Insurance on Instagram:
https://www.instagram.com/butterfieldinsurance/
Stay up to date on the latest at Coterie Insurance by following us on LinkedIn:
https://www.linkedin.com/company/coterieinsure
From Firefighter to Insurance Agent: Summer Lloyd's Passion is Helping and Connecting with People in her Community
"Its not easy but the work is rewarding."
Summer Lloyd started her insurance agency, Sagacious SjC, LLC, in February 2022 after getting her licenses in December 2021. Her biggest advice to herself was "to just begin." Unsure of what the future held after a career ending injury, Summer wanted to pursue a stable career that she could do long term.
In this episode we dive in to understand how a firefighter studying psychology found the insurance industry and what was the common thread between the two. Filled with so much positive energy and kind words, Summer provides tangible takeaways and inspiring words to motivate others in the insurance industry.
The And I Quote podcast is brought to you by Coterie Insurance. Coterie Insurance is simplifying small business insurance through the SimplyBind Experience. By just answering 2 questions, business name and address, Coterie can provide you with a bindable quote in minutes.
Find out more:
https://coterieinsurance.com/
Find out more about Summer Lloyd and her agency, Sagacious SjC, LLC:
https://sagacioussjc.com/
Follow Summer Lloyd on LinkedIn:
https://www.linkedin.com/in/summer-lloyd-bb4462ab/
Follow Coterie Insurance on LinkedIn:
https://www.linkedin.com/company/coterieinsure/
And I Quote Bonus Episode with Christina Lehman & Becky Monfre of Coterie Insurance
Coterie Insurance brings you a weekly podcast called, And I Quote.
Now in season 2, new bonus episodes have been added to our releases. These bonus episodes are released every 3 weeks and feature Coterie team members.
In this episode you hear from Christina Lehman, Director of Digital Partnerships and Becky Monfre, Director of Digital Accounts.
Christina and Becky share an inside look on what their days look like, what it is like working at Coterie and they even answer a burning questions, "Dunkin or Starbucks".
Connect with Becky on LinkedIn:
https://www.linkedin.com/in/becky-mon...
Connect with Christina on LinkedIn:
https://www.linkedin.com/in/christina...
Follow Coterie Insurance on LinkedIn:
https://www.linkedin.com/company/cote...
Get an inside look and meet some of our team during these 15-20 minute episodes.
And I Quote is bringing you stories from agents, brokers, industry leaders and experts. These stories focus on how important it is to build relationships within this industry.
From conversations about social media marketing, video creation and building communities, And I Quote has something you can learn in each episode. Building a successful brand, agency and small business starts with relationships. The Coterie Insurance Podcast, And I Quote, is providing you the insights and education to help inspire you.
You can listen to the And I Quote podcast on YouTube, Spotify or Apple Podcasts. Don't forget to subscribe so you will get notified when a new episode is released.
Find out more about Coterie Insurance: https://coterieinsurance.com/
Rachelle Cobarriubias Shares How Technology Helps her Insurnace Agency Allocate Time and Energy to Building Relationships with Clients
Rachelle Cobarriubias, Insurance Broker at MEA & Associates Inc, shares how she continues to uplevel her agency and her clients experience through technology.
Rachelle works closely with Coterie Insurance and shares her experience being an agent and beta tester of launches, like our SimplyBind Experience. As a positive advocate, Rachelle shares her honest thoughts about the speed, simplicity and service that Coterie is providing for her, her team and her agency.
Rachelle recalls when she first started working in the insurance industry and was being mentored by her mom. She laughs about the long tedious process and all the steps you used to take before mailing out the policy to the company. From typewriters to paper applications to triplicate paper, the insurance industry has come a long way.
It is important to meet your clients needs and expectations by continuing to stay up to date with the latest insurance technology. Making this move will help you better serve the businesses that come to your agency.
The And I Quote podcast is brought to you by Coterie Insurance. Coterie is simplifying small business insurance. With just a business name and address, Coterie's digital underwriting will pre-fill the answers to the questions to help you get to a bindable quote, faster.
The intro and outro music was created and produced by Coterie Insurance's very own, Brad Schnittger.
This episode was hosted by Ann Boger. You can connect with her on LinkedIn:
https://www.linkedin.com/in/ann-boger-5b267349/
Want to learn more about Rachelle and MEA & Associates Inc:
Connect with Rachelle on LinkedIn:
https://www.linkedin.com/in/rachelle-cobarrubias-25424a155/
Visit MEA & Associates Inc:
https://www.meainsurance.com/
Want to learn more about Coterie Insurance:
https://coterieinsurance.com/
Want to hear more about the SimplyBind Experience and the Coterie Insurance Dashboard. You can listen to this podcast episode with our VP of Insurance and VP of Data Analytics:
https://www.youtube.com/watch?v=_oC-zpR9znQ
Follow Coterie Insurance on LinkedIn to stay up to date on everything going on:
https://www.linkedin.com/company/coterieinsure
Cody Eddings Discusses the Rising Need for Instant & Digital Transactions in the Insurance Space
And I Quote, a podcast brought to you by Coterie Insurance brings you a conversation with Cody Eddings, co-founder of Snap Refund.
Snap Refund was found in 2019 with a mission of empowering people and giving them greater control of their money.
Cody Eddings, co-founder and entrepreneur, is creating a product that will provide users with the ability to create a safe, digital and instant transaction. Snap Refund is focusing on industries where payments happen slowly, like the insurance industry and the insurtech space.
As you will hear in this episode that Cody also discusses how Snap Refund is helping the underserved and unbanked individuals who typically receive technologies like this last. The core of what Snap Refund wants to do is to offer solutions to people and businesses that provide them with a better way to live their lives or serve their end user.
It was such a pleasure getting the opportunity to sit down with Cody to discuss how things are going at Snap Refund and what's next for the payment startup.
Learn more about Snap Refund:
https://about.snaprefund.io/
Follow Cody Eddings on LinkedIn:
https://www.linkedin.com/in/cody-eddings-4073b065/
Follow our host, Brian Thomas:
https://www.linkedin.com/in/brianthomasmba/
Learn more about Coterie Insurance:
https://coterieinsurance.com/
Find us on LinkedIn:
https://www.linkedin.com/company/coterieinsure/
Get the latest Coteire news on our blog:
https://coterieinsurance.com/blog/
Changing the Game of Commercial Insurance with James Riviezzo, Executive VP at Briza
And I Quote podcast is brought to you by Coterie Insurance.
How does embedded insurance create a more delightful buying experience?
James Riviezzo, Executive VP at Briza, the interface to commercial insurance for developers.
In this episode, Ann Boger, VP of Scaling and host of And I Quote podcast, sits down with James to discuss where insurance was and where it is going.
James discusses what lead him to the insurance industry and how shocked he was to see how much paper was still being pushed.
Where is insurance going? And are you on the boat?
Find out more about Briza: https://www.briza.com/
Find out more about James: https://www.linkedin.com/in/jamesriviezzo/
Find out more about Coterie Insurance: https://coterieinsurance.com/agents-brokers/
Learn more about the And I Quote podcast and being a guest on our show:
https://explore.coterieinsurance.com/and-i-quote-insurance-podcast
Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsure
And I Quote Bonus Episode: Ali Essien and Jason Johnson
The first bonus episode of the And I Quote podcast is here.
Our bonus episodes will feature 2 team members of Coterie and they are going to introduce themselves, what they do and discuss things going on behind the scenes that you may not have known about.
We are kicking off this bonus series with two familiar faces (or voices), Jason Johnson, Director of Agency Experience and Ali Essien, Agency Distribution Account Manager. Do their voices sound familiar? That's because these two are constantly sharing their positivity and enthusiasm with agents every day.
Starting this series with them just felt right. They are forming some of the most genuine connections and relationships with our clients and always lead every conversation with confidence and positivity.
The And I Quote podcast has a theme of "because relationships matter" and this theme runs through the blood of Coterians, too. Everything we do, we do with our agents and partners in mind. We want to continue to provide a product that builds on our relationship and one that will help better your relationships with your clients.
Give Ali & Jason some love by leaving a comment on this episode, giving And I Quote a review and subscribing to our podcast.
Do you like this bonus episode? Let us know, because we want to bring you a few more during season 2.
Learn more about Coterie Insurance:
https://coterieinsurance.com/
Find out more about And I Quote podcast:
https://explore.coterieinsurance.com/and-i-quote-insurance-podcast
Be a guest on our podcast:
https://bit.ly/3RSPUAe
Follow us on LinkedIn:
https://www.linkedin.com/company/coterieinsure
The SimplyBind Experience: What was it Like Building and Developing Automated Digital Underwriting for Small Business Insurance
Episode 2 of Season 2 of And I Quote Podcast by Coterie Insurance featuring guests, Pete Buccola, VP of Insurance and Paul Bessire, VP of Data & Analytics.
In this episode Pete and Paul sit down with our host, Ann Boger, to discuss what it was like behind the scenes of bringing agents, brokers and partners the SimplyBind Experience.
In this episode Pete shares what he has learned from building the SimplyBind Experience:
1. Have a defined end in mind
2. Can't do it alone- it is a team effort
3. You don't need to do it all at once
We wanted to create something that can be used and grow with agents feedback.
By listening to this episode you hear a lot of insight into what it was like building SimplyBind Experience and how our team wants to empower agents to form relationships with their clients.
Pete and Paul break it down so simply. Their vision is one that we hope you can connect with and see how powerful this tool can be for you.
Relationships can't be automated, and now your time can be focused on communication with clients. Coterie Insurnace is providing agents with the tool that will help agents showcase their value add- their knowledge of the insurance industry and what coverages and policies will keep their clients biggest asset, their business, protected.
Learn more about The SimplyBind Experience.
Learn more about Coterie Insurance.
View more SimplyBind videos on YouTube.
Find out more about the And I Quote podcast and how you can become a guest on our show.
And I Quote Podcast Returns for Season 2
What's coming up this season on the And I Quote podcast?
Ann Boger, VP of Scaling and Brian Thomas, Director of Claims Experience at Coterie Insurance return for season 2 of the And I Quote podcast.
This season we will be bringing you the same focus around "relationships matter" but with new guests from agency owners, brokers, small business owners and industry experts. Our conversations will be focused on topics you want to hear and learn more about, too.
And I Quote is a podcast brought to you by Coterie Insurance. Coterie Insurance is simplifying small business insurance and is available across the nation in all 50 states and Washington, D.C. Coterie Insurance focuses on speed, simplicity and service and has recently released the new SimplyBind Experience. All you have to do is answer two questions and we will do the rest for you.
Learn more about SimplyBind
Learn more about the And I Quote podcast.
Want to be a guest on our podcast?
Thanks for Listening to Season 1 of the And I Quote Podcast Brought to you by Coterie Insurance
And that's a wrap.
Thanks for listening to the first season of the And I Quote podcast featuring independent agents, industry experts and influencers offering advice and insights around one theme: "because relationships matter."
Relationships are at the heart of business. It is what makes you stand out from other agencies. Being authentic in your marketing strategy and community outreach is imperative to form the valuable relationships with your clients.
And I Quote podcast embodies what it means to be an insurance agent by having those real conversations with REAL insurance agents or agency owners that are out in the field, on the phone and connecting with clients everyday.
And I Quote is a podcast that Coterie Insurnace started to provide producers with valuable information and education on topics they want to hear about. With no script, only a topic in mind, our hosts, Brian Thomas, Director of Claims Experience, and Ann Boger, VP of Scaling, ask the questions that you want to know the answers too.
Do you want to be a guest on Season 2 of the And I Quote podcast? Fill out this form
Have a topic suggestion? Send us a DM on Instagram
Don't forget to subscribe to the podcast on Apple Podcasts, Spotify or YouTube. By subscribing you will be notified when the next episode is released.
Also, feel free to leave a review. We would love to hear your feedback.
Follow Coterie Insurance on Social Media:
YouTube: https://www.youtube.com/channel/UC6hHMH_Qnc-taX6j49iEj-g
LinkedIn: https://www.linkedin.com/company/coterieinsure/
Twitter: https://twitter.com/CoterieIns
Instagram: https://www.instagram.com/coterie.insurance/
Join our Facebook Community (open to all agents and brokers, you do not have to be a Coterie producer to join):
https://www.facebook.com/groups/coterieinsuranceagentsunite
Coterie Insurance is simplifying small business insurance. To learn more about how to become a producer please visit our website.
www.coterieinsurance.com
Duncan Crystal Shares How to Utilize Your Business’s Core Competency & Find Partners for the Rest
In this episode of And I Quote, Duncan Crystal, Co-founder of Herald, joins our host, Ann Boger, VP of Scaling at Coterie Insurance to discuss finding and focusing on your business’s core competency.
Knowing what your business excels in will help determine how you position and market your brand to your potential niche audience. Also, understanding what distinguishes you from your competitors will help you find the best partners that can complement and enhance your business.
It is easy to get distracted from the big picture or to be pulled in many different directions when you are starting out or even when industries are changing or evolving. As an owner or stake holder at your business, it is your responsibility to remember what your “core competency” is so you can stay on track.
Utilizing partners to build your business isn’t you taking the “easy” way, it is you taking the best way. Automation is good for your business. It isn’t eliminating you or any other human that works at your office, all it is doing is making it easier for you all to do your jobs more efficiently.
As an insurance agent, agency owner or broker, your focus should be on relationship building, connecting with clients, creating content that resonates with your audience and many other things that “can’t be automated”. This way, when it comes to providing a quote your potential client will already feel like they can trust you…plus it will help when you get them that quote quickly using technology like Coterie Insurance.
Listen to this full episode to learn more about Duncan’s story at Herald and how his story can help your business.
More about Herald:
Herald is building digital infrastructure for commercial insurance making it easier to quote and bind insurance from multiple carriers through a single API.
Learn more about Herald: https://www.heraldapi.com/
More about Coterie Insurance:
Coterie Insurance is simplifying small business insurance through speed, simplicity and service. Coterie is providing our partners and agents with the best solution for their clients.
Listen and subscribe to the And I Quote podcast on Apple Podcast, Spotify or YouTube.
Learn more about Coterie Insurance:
https://coterieinsurance.com/agents-brokers/
Become a Coterie Insurance Producer:
https://explore.coterieinsurance.com/become-a-producer
Katy Kelly Shares Why Online Reputation Management is Imperative to your Business
What is online reputation and how can a business owner establish a positive reputation online?
In this episode, Katy Kelly, Marketing Director at Talage, shares best practices for helping insurance agents and agency owners mange what is being said about their business online.
Topics include:
-What is online reputation?
-How to handle negative reviews
-Turning negative reviews into actions
-What sites should you keep an eye on
-Getting reviews
-Sharing positive reviews
You may notice, Brian Thomas is not interviewing Katy in this episode.
Big news, Brian welcomed a beautiful baby into this world a few days early so the woman behind the scenes, Paige Janiszewski, Social Media Strategist at Coterie Insurance stepped in to guest host. Everyone at Coterie Insurance is over the moon about the new little edition to the Thomas Family and send him well wishes.
Please feel free to leave a comment or note on this episode sending him a big congratulations!
Thanks for listening to the And I Quote podcast. Please subscribe, leave a review and let us know what topics you want to learn about next.
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Learn more about Coterie Insurance
Learn more about CAMP Platinum (Coterie Agent Marketing Program)
Learn more about Talage
Connect with Katy Kelly on LinkedIn
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Join Coterie Insurance's Private Facebook Community
We will see you next Thursday for the final episode of season 1.
Bailey Preusse on Developing Partnerships by Networking and Providing Value
What makes a successful business partnership?
On this episode on "And I Quote: Because Relationships Matter", Bailey Preusse, Business Development Manager at Alignable shares how to create successful partnerships through networking and providing value.
Building relationships in the insurance industry is natural. From the face of it, the he industry seems transactional, but in fact relationships are the key. These valuable connections include partnerships with other insurance experts but also with clients and your niche target market.
At the core of this episode, the biggest takeaway is to network with likeminded industry experts and small businesses that are equally as passionate as you are and have a similar mission. You want your relationship to be mutually beneficial and worthwhile.
What are your strengths? Weaknesses? Where can you improve?
Think about the answers to these questions and figure out if you know someone or could connect with someone that can either provide education or assistance in areas you want to improve on. When you network with them, remember to understand where you could also offer them value, too.
Credits:
Thank you Brian Thomas, Director of Claims Experience for being an amazing co-host.
And I Quote: Because Relationships Matter is brought to you by Coterie Insurance, Simplifying Small Business Insurance.
Music was created by Brad Schnittger, Director of Design and UX at Coterie Insurance.
Special Guest is Bailey Pressue, Business Development Manager at Alignable
If you want to learn more about Coterie Insurance "Find an Agent" Local Pages, click here.
Don't forget to subscribe and rate the And I Quote podcast.
Thank you for listening!
Melanie Deziel on Advising Insurance Agents on How to Craft a Content Strategy that Works
Your content marketing strategy is important. Last week we heard from Alex Dopazo about how he launched multiple video series across YouTube. His advice is a nice lead in to this conversation that Ann Boger, VP of Scaling at Coterie Insurance, had with Melanie Deziel, Co-Founder and VP of Marketing at The Convoy.
As an insurance agent and small business owner, we understand that you wear many hats. Your content marketing strategy may be the last thing you on your mind; however, it is something that you should think about.
It's not always just about creating new content, it is also about create processes that involve content that can be useful for your clients. How does content relate to relationships? Well, the content you provide your clients directly effects the effort you are putting in to maintaining a trusting relationship with them.
This episode is JAM PACKED with killer advice from the expert herself.
Melanie Deziel is the Co-Founder & VP of Marketing at The Convoy, and author of the best selling marketing and business communications book “The Content Fuel Framework: How to Generate Unlimited Story ideas.” She is an international keynote speaker, skilled virtual presenter, and is recognized as one of the world's leading experts in native adverting.
Questions answered in this episode:
1. What is content?
2. What content should insurance agents be creating?
3. How do you determine what is working and what isn't?
4. How can you connect with your community and audience?
Learn more about Melanie
Learn more about The Convoy
Find out more about Agent Local Pages
Learn how to get affiliated with Coterie
Don't forget to subscribe to the And I Quote podcast. We release a new episode every Thursday on Apple Podcasts, Spotify and YouTube.
Alex Dopazo Shares Insights on How He is Using Video to Up Level Dopazo Insurance' Social Media Strategy
Video marketing is one of the best ways to reach your target audience in 2022, even as an insurance agent. It is extremely imperative to develop a social media strategy that ranks video as one of the most needed pieces of content you are pushing to your audience. Showing your face, providing education and sharing key information about your business is necessary if you want to reach your target audience.
This episode features Alex Dopazo, partner at Dopazo and Associates Insurance Services in Florida. Alex has been creating videos on YouTube since 2016. As an early adaptor to video marketing, he has had plenty of time to grow his following, create a strategy that works and understand the ins and outs.
Alex has 3 different video series on YouTube that he focuses on for his insurance agency and they all have different end goals and audiences.
In this episode Alex Dopazo discusses:
- The development of his video strategy
- Working up the courage to start a series and speak to the camera
- What video equipment he uses and recommendations he has for someone looking to start
- Measuring ROI and what numbers matter when you look at your insights
It is easy to get discouraged by creating videos about insurance because your target audience might not provide the vanity metrics you want to show off (follows, likes) but views and click through rates are metrics that you want to measure.
Video is underused in the insurance industry, but there is plenty of opportunity to make it more common. The knowledge insurance agents, brokers and agency owners could grab the attention of a small business owner who may just be starting out. And at what cost does it take to make a video? Seriously, you can use your phone now!
Listen to this episode for the best tips and tricks for using video marketing in the insurance industry.
Coterie Insurance Announcements:
Join our FB Community to get involved with the Small Business Week Challenge (May 1-May 7 but the free content will be available within the group after, you just won't be able to win the giveaway)
Learn more about Coterie Insurance Find an Agent Local Pages
Learn about CAMP (Coterie Agent Marketing Program)
Are you affiliated with Coterie or want to learn more? Visit our Producer Resources Page
Credits:
Special thanks to Ann Boger, VP of Scaling, for hosting this episode
Shout-out to Brad Schnittger for creating the best theme music
Thank-you to the team at Coterie for putting these episodes together
Want to be a guest?
Jann Robinson on How She Caters Her Insurance Agency's Approach to Meet Her Clients Where They Are
Jann Robinson is a celebrity caterer turned insurance agency owner.
In this episode of the And I Quote Podcast, Brian Thomas, Director of Claims Experience and co-host of the podcast, speaks with Jann about her background as a restauranteur and how this experience has created her menu of expertise at her Minority Women Owned Business, ASTORIA RMS.
This episode is full of food puns and is highly informative for insurance agents, owners and small business owners.
Jann lays out the importance of being open and honest with your insurance agent. Talking about "almost claims" and understanding what coverage you have as a business owner and what risks you are leaving exposed in your business.
Press play on this episode and dig into the laughs, interesting stories (I mean Beyonce is mentioned !!), and passion that Jann and Brian share.
Learn more about ASTORIA RMS
Follow Jann on Linkedin
Follow Brian on Linkedin
Learn more about Coterie Insurance
Find an Agent Local Page
Rob Bowen Discusses His Passion for Community Service & Building an Authentic Connection as an Insurance Agent
Rob Bowen, Agency Owner at Patriotic Insurance Group in Chester, NY, joins And I Quote to speak about community service and giving back to veterans.
In this episode, Rob discusses his personal experience as a veterans and explains how this experience lead him to get involved with Save a Suit to collect and distribute suits to soldiers when they return home.
This is a powerful episode that is filled with passion and emotion. Rob shares experiences that he has had as both a veteran, what veterans endure and feel when they return home, and how thankful donaters are for what he is doing.
More to that, Rob discusses how other insurance agents and agencies can get involved or start their own way to give back to their community.
His two biggest pieces of advice is:
1. Find something you are passionate about
2. Do it because of that reason only.
This isn’t a way to get leads or sell insurance, this is a way to build authentic relationships with individuals that care about something just as much as you.
Listen to the full episode to learn more about community service, Suits for Soldiers and starting your own journey on finding ways to give back.
Find Rob on Linkedin
Patriotic Insurance Group
Suits for Soldiers
Suits for Soldiers collects business suits, sweaters, shirts, ties, socks, belts for both men and women. We help former soldiers on their first interviews or their first day at work, to have the correct outfit to wear. It helps to get them going. There are many veterans that don’t have the money to pay for professional attire. With the help of our volunteers and donors we help them dress appropriately for these important occasions.
Save a Suit
David Brisco Talks Subrogation, Insurance Claims & How he Builds a Case through Relationships & Connections
David Brisco, subrogation attorney, joins Brian Thomas, Director of Claims Experience at Coterie Insurance, on the latest episode of the And I Quote podcast.
David Brisco discusses subrogation and how important building relationships with carriers, professionals and insureds is when it comes to the fast paced job. David emphasizes that he doesn't think of each case as a case number, he acknowledges that this is a claim that a real person filed and he always has that in mind.
Subrogation is a huge part of the insurance industry ,and in this episode it is clear that Brian and David have a genuine relationship due to connecting previously regarding a claim.
David Brisco works for Cozen O'Connor and is responsible for managing a subrogation litigation caseload in various legal areas, including wildfires, product liability, negligence, construction defect and breach of warranties. David also hosts his own podcast called Subro on the Go with his colleague Joe Rich.
Listen to the full episode and leave a comment or review to let us know what you thought.
As always you should subscribe to the And I Quote podcast here on YouTube, Spotify, Apple Podcasts or Google Play store.
Learn more about our Find an Agent local pages.
Learn more about Coterie Insurance
Thanks for listening. If you are interested in being a guest, please fill out this form.
Credits:
Intro and Outro Theme Music was created by Brad Schnittger, Director of Design and UX at Coterie Insurance.
Co-hosts: Ann Boger, VP of Scaling and Brian Thomas, Director of Claims Experience
Brett Fulmer & Trevor Hayes on Community and Building a Professional Network within the Insurance Industry
Brett Fulmer (AKA Broker Brett), insurance broker, carrier access provider, startup advisor and content creator, along with Trevor Hayes, insurance broker at Advantis Insurance Services in California, joined our And I Quote co-host, Brian Thomas on the latest episode of our podcast.
In this episode, our two guests dive in deep about the key ingredient to being an insurance agent.
Spoiler: It is to be human.
But what does this mean? Trevor and Brett talk about in person events, like Broker Brews, and building a professional network. Trevor even flips the script on Brian and asks how his job, Director of Claims Experience at Coterie Insurance, focuses around our podcast theme “Because Relationships Matter”.
In the past our episodes we explored topics like agent and small business client relationship, connecting on social media and starting an insurance agency through online networking. Brett and Trevor add onto these previous conversations, even reiterating some important pieces from other episodes, to highlight how important in-person meetings and conversations with clients and others in the industry really is.
Give this video like, leave a comment and let us know what your thoughts are:
As an insurance agent, are you holding in-person meetings, again?
Are you attending professional networking events?
And what do you think the most important component of being a successful insurance agent is?
Follow Brett Fulmer on Linkedin
Find out more about Trevor Hayes and follow him on LinkedIn
Get the latest news on Coterie Insurance
Interested in being a guest? Fill out the form.
You can listen to this episode on YouTube, Spotify, Apple Podcasts or the Google Play Store. You can also subscribe so you can be notified when a new episode is released.
Cassidy Arbeli on Standing Out in the Insurance Industry and Providing Value to Your Clients
And I Quote is a podcast presented by Coterie Insurance.
In this episode our VP of Scaling and one of the hosts of the podcast, Ann Boger, sat down with Cassidy Arbeli, serial entrepreneur, insurance agent and founder of Unburden Your Business.
In this episode Cassidy provides insights into her business and how what she teaches is helping women own or run insurance agencies succeed.
Topics we cover:
- Providing value to your clients via social media
- Standing out from the competition
- Building powerful relationships in the insurance industry
- Surrounding yourself with people that want you to succeed
This is a must listen to episode, so if you don't have 25 minutes right now, bookmark this tab and set a reminder on your phone to listen later this evening.
Find out about Cassidy Arbeli by going to her website
Follow her on Instagram
Learn more about about Coterie Insurance
Find out about our Find an Agent page
Interested in being a guest?
Roger Hayek & Christopher Depalma on the Importance of the Insurance Agent & Small Business Owner Partnership
In this episode, Brian Thomas, Director of Claims Experience at Coterie Insurance sits down with Roger Hayek, agency owner at Hayek Agency in Newbury Park, CA and Christopher Depalma, small business owner of ice cream parlors, restaurants, and a jujitsu studio in Newbury Park, CA.
Roger and Chris discuss their relationship as an agent (Roger) and small business owner (Chris) while diving into their own stories emphasizing how they individually build trusting connections with their customers.
Key takeaways from this episode are:
1. Your business partnerships are important.
2. Using an Insurance Agent is the best decision for your small business.
3. Set goals for your business and research.
While listening to this episode you will feel the genuine connection that Chris and Roger share, maybe it will even remind you of the relationships that you are forming with your customers.
Don't forget to subscribe to And I Quote: Because Relationships Matter on YouTube, Apple Podcasts, Spotify or the Google Play Store.
Do you want to be a guest on our podcast? Fill out this form.
Are you interested in becoming a Coterie Insurance Producer? Check out this page
Need to find an agent? Go to Coterie Insurance's Find an Agent Page.
Nicole A Simpson on Establishing a Strong Brand for her Insurance Agency on Social Media and Reaching Her Ideal Small Business Owner Client
And I Quote: Because Relationships Matter
In this episode of And I Quote, Ann Boger, VP of Scaling at Coterie Insurance and co-host of the And I Quote podcast, sits down with Nicole A. Simpson, President of Go Fund your Life to discuss how she has built her business and continually reaches her target audience using social media.
Nicole and Ann discuss how Nicole started her business, how she connects with her clients, and what sets her agency apart from others.
Nicole's ability to network and build genuine connections has helped her build her business and reach her ideal small business owner client. Through education and relationship building around the community, Nicole is constantly networking both online and IRL. Her online efforts include posting educational content on TikTok, Instagram, and Facebook and her community efforts include partnering with local concerts, attending tradeshows, and teaching classes.
And I Quote is brought to you by Coterie Insurance, simplifying small business insurance through independent agents, brokers, and partners.
Want to learn more about marketing your insurance agency or business on social media? Check out this Coterie Insurance blog.
Ready to become a Coterie Insurance producer? You can learn more on our website.
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Meet Our Hosts, Ann Boger, VP of Scaling & Brian Thomas, Director of Claims Experience at Coterie Insurance
And I Quote: Because Relationships Matter
Coterie Insurance is bringing you a podcast series about the value of relationships within the insurance industry and beyond. Through conversation with independent agents, agency owners, small business owners, and industry leaders, we will be diving into how a genuine connection can go a long way.
In the first episode of And I Quote, you get to meet our hosts, Ann Boger, VP of Scaling, and Brian Thomas, Director of Claims Experience.
Because these two incredible hosts have just as equally incredible jobs, they both have the pleasure of splitting their time being hosts. This means that moving forward only one of them will be hosting the guest episode shows.
We will be releasing new episodes on Thursdays and you can subscribe on Apple Podcasts, Google Play, Anchor, YouTube, or almost any other place you listen to podcasts.
If you love to watch your podcasts, you can find us on YouTube and subscribe to that channel.
Coterie Insurance is simplifying small business insurance through independent agents, brokers, and partners. To learn more about how you can become a Coterie producer, click here.
Interested in being a guest? Fill out this form
Music by: BradSchnittger, Director of Design & UX