Legacy Planning: Securing your Future in the Insurance Industry
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
14h ago
How can Insurance agents make a change? Diving into personal and professional development, using science and Netown’s law. In this conversation, Chris Cline discusses the evolution of technology in the insurance industry and the impact of legacy systems. He introduces his book, 'Inertia of Legacy,' which explores the concept of legacy and reframes its negative connotation. The conversation also touches on the Y2K hype and the uncertainty and anxiety surrounding AI. Cline emphasizes the importance of recognizing the success of established agencies and adapting to the changing industry. In this ..read more
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Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
1w ago
In this conversation, Bobbie Collies Chief Insurance Officer at Coterie Insurance, and Karnina Szymanski, Chief Customer Officer at Bold Penguin discuss their experiences in the insurance industry and the role of technology in empowering agents. They also touch on the importance of diversity and inclusion in leadership positions. The conversation highlights the need for agents to leverage technology and data analytics to better serve their customers and navigate the evolving landscape of emerging risks. They also discuss the partnership between Bold Penguin and Coterie and the value of collabo ..read more
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Predictive and Preventative Technology in the Insurance Industry: How Does Human Interaction Fit into the Transaction
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
1M ago
"Is there a limit to how seamless things can actually be before customers start missing the good old relationship touch within the insurance buying process?" In this episode of Coterie's Podcast, And I Quote, Bobbie Collies is joined by Megan Kuczynski, the President of Insurtech Insights. They discuss the excitement and challenges of being at the forefront of this transformation, the buzzwords in the industry, the importance of a seamless customer experience, and the future of insurance technology. They also touch on the intersection of insurance and climate resilience, the use of parametri ..read more
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Mentoring and Recruiting the Next Generation in the Insurance Industry
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
1M ago
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 an ..read more
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How to Build a Happy and Engaged Team in the Insurance Industry
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
1M ago
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 exp ..read more
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Work-Life Integration: How to Show Up Authentically and Share Content that Matters
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
1M ago
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 auth ..read more
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Being Human: DEI and Accountability in the Insurance Industry with Insure Equality
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
1M ago
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 ..read more
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Season 4 of Coterie Insurance's And I Quote Podcast
Coterie Insurance's And I Quote
by Coterie Insurance, Simplifying Small Business Insurance
1M ago
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? Fol ..read more
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And that's a Wrap: Bobbie Collies and Ashleigh Burden Wrap up Season 3 of And I Quote
Coterie Insurance's And I Quote: Building Relationships with Independent Insurance Agents
by Coterie Insurance presents, And I Quote: Because Relationships Matter
1y ago
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 ..read more
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Making a Career Change From Police Officer to Insurance Agency Owner: Lou Facciponti shares what it's like starting out and building an agency
Coterie Insurance's And I Quote: Building Relationships with Independent Insurance Agents
by Coterie Insurance presents, And I Quote: Because Relationships Matter
1y ago
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 h ..read more
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