Кращі подкасти про Independent Insurance Agent (2024)

1
David McFarland, CEO Of Coterie, on Culture, Core Values and Future Plans 23:12

2M ago23:12

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, h…

1
Insurance Agent, Carl Ruppel, Talks About Exploring Career Paths in Insurance and Networking 16:04

3M ago16:04

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 -…

1
Legacy Planning: Securing your Future in the Insurance Industry 33:19

3M ago33:19

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 …

1
Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership 31:55

4M ago31:55

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 h…

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

5M ago21:50

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 …

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

7M ago20:27

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…

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

7M ago24:19

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 im…

1
How to Build a Happy and Engaged Team in the Insurance Industry 25:16

8M ago25:16

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 appro…

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

8M ago27:31

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 insuran…

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

9M ago31:44

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 …

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

9M ago5:52

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 Cote…

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

1y ago8:31

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:…

1
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

1+ y ago25:13

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 lice…

1
Meg McKeen on Creating Space for Women in the Insurance Industry, Overcoming Burnout and Building a Culture That Will Make a Difference 40:56

1+ y ago40:56

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 starti…

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

1+ y ago36:39

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 o…

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

1+ y ago29:50

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, network…

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

1+ y ago24:07

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 entrepre…

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

1+ y ago35:36

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, Fra…

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

1+ y ago26:58

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 p…

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

1+ y ago21:55

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 th…

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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

1+ y ago29:18

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…

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

1+ y ago25:50

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 Unbu…

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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

1+ y ago29:52

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:…

1
Jessica Fukuchi on Marketing and Development of a Referral Only Built Insurance Agency and Team 32:27

1+ y ago32:27

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 su…

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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

2y ago32:30

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 technol…

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

2y ago7:38

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 th…

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Coterie Insurance Wraps up Season 2 of And I Quote Podcast 10:10

2y ago10:10

10:10

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 subs…

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Rob Galbraith on Providing a "That was Easy" Button Experience for the Insurance Industry 32:51

2y ago32:51

32:51

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 Ins…

1
The Best Marketing Tips and Strategies for Insurance Agencies 45:41

2y ago45:41

45:41

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 agen…

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How do Independent Agents Add Value to Small Business, a Conversation with Coterie Insurance & Semsee 28:37

2y ago28:37

28:37

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 conversa…

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Bonus Episode: Meet Richard Deal and Troy Crow 21:13

2y ago21:13

21:13

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: Pas…

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Creating an Authentic and Transparent Brand Online is the Key to Building Trust as an Insurance Agent 29:06

2y ago29:06

29:06

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 suppor…

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From Firefighter to Insurance Agent: Summer Lloyd's Passion is Helping and Connecting with People in her Community 23:27

2y ago23:27

23:27

"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…

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And I Quote Bonus Episode with Christina Lehman & Becky Monfre of Coterie Insurance 18:53

2y ago18:53

18:53

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. Chr…

1
Rachelle Cobarriubias Shares How Technology Helps her Insurnace Agency Allocate Time and Energy to Building Relationships with Clients 17:24

2y ago17:24

17:24

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…

1
Cody Eddings Discusses the Rising Need for Instant & Digital Transactions in the Insurance Space 19:58

2+ y ago19:58

19:58

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…

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Changing the Game of Commercial Insurance with James Riviezzo, Executive VP at Briza 29:18

2+ y ago29:18

29:18

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 wa…

1
And I Quote Bonus Episode: Ali Essien and Jason Johnson 18:12

2+ y ago18:12

18:12

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, Direc…

1
The SimplyBind Experience: What was it Like Building and Developing Automated Digital Underwriting for Small Business Insurance 28:48

2+ y ago28:48

28:48

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…

1
And I Quote Podcast Returns for Season 2 5:41

2+ y ago5:41

5:41

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…

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Thanks for Listening to Season 1 of the And I Quote Podcast Brought to you by Coterie Insurance 3:36

2+ y ago3:36

3:36

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 m…

1
Duncan Crystal Shares How to Utilize Your Business’s Core Competency & Find Partners for the Rest 26:28

2+ y ago26:28

26:28

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 …

1
Katy Kelly Shares Why Online Reputation Management is Imperative to your Business 22:41

2+ y ago22:41

22:41

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 revie…

1
Bailey Preusse on Developing Partnerships by Networking and Providing Value 17:33

2+ y ago17:33

17:33

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…

1
Melanie Deziel on Advising Insurance Agents on How to Craft a Content Strategy that Works 29:40

2+ y ago29:40

29:40

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 bus…

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Alex Dopazo Shares Insights on How He is Using Video to Up Level Dopazo Insurance' Social Media Strategy 27:43

2+ y ago27:43

27:43

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…

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Jann Robinson on How She Caters Her Insurance Agency's Approach to Meet Her Clients Where They Are 30:44

2+ y ago30:44

30:44

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. …

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Rob Bowen Discusses His Passion for Community Service & Building an Authentic Connection as an Insurance Agent 24:11

2+ y ago24:11

24:11

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 ret…

1
David Brisco Talks Subrogation, Insurance Claims & How he Builds a Case through Relationships & Connections 23:09

2+ y ago23:09

23:09

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 t…

1
Brett Fulmer & Trevor Hayes on Community and Building a Professional Network within the Insurance Industry 26:10

2+ y ago26:10

26:10

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 ingredi…

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