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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
Coterie Insurance, Simplifying Small Business Insurance
64 episodes
6 days ago
Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discussing how data, marketing, tech, and other topics all circle back to building trusting relationships.
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Entrepreneurship
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All content for Coterie Insurance's And I Quote: Building Relationships with Insurance Agents is the property of Coterie Insurance, Simplifying Small Business Insurance and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discussing how data, marketing, tech, and other topics all circle back to building trusting relationships.
Show more...
Entrepreneurship
Business
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How to Build a Happy and Engaged Team in the Insurance Industry
Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
25 minutes 16 seconds
1 year ago
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/

Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discussing how data, marketing, tech, and other topics all circle back to building trusting relationships.