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

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 buildin...

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 f...

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 impera...

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...

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...

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 ar...

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...

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 aud...

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 in...

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 fill...

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 ackn...

Brett Fulmer (AKA Broker Brett), insurance broker, carrier access provider, startup advisor and content creator, along with T revor 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:...

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.    T...

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 th...

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 conne...

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 ho...