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

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...

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...

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...

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 Owne...

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 i...

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...

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,...

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 reson...

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 i...

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 p...

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 b...

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 opera...

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 celebrati...

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, Spoti...

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...

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 on...

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...

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 episo...

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 t...

"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 firef...

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 thei...

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 a...

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 transactio...

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...

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 Di...