Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership

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

Coterie Insurance, Simplifying Small Business Insurance

64 episodes

5 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

Business

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Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership

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

31 minutes 55 seconds

1 year ago

Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership

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 collaboration in driving innovation in the industry. Takeaways: - Agents should leverage technology and data analytics to streamline their workflows and focus on providing personalized risk advisory services to their customers. - The insurance industry is experiencing an increase in complexity and emerging risks, making it crucial for agents to stay informed and adapt to changing customer needs. - Diversity and inclusion in leadership positions are essential for driving innovation and creating a more welcoming and inclusive industry. Partnerships between insurtech companies like Bold Penguin and Coterie can provide agents with efficient and accurate solutions to meet their customers' needs. - The insurance industry's future lies in the collaboration between technology and human expertise, allowing agents to build strong relationships with their customers and provide tailored coverage options. Timestamps: 00:00 Introduction and Background 02:02 Karneena's Role at Bold Penguin 04:07 The Growth of Bold Penguin 05:53 The Synergy Between Bold Penguin and Coterie 06:33 Empowering Agents Through Technology 09:58 Streamlining the Underwriting Process 13:20 Personalization and Customization for Agents 15:32 Navigating Automation and Personalization 19:46 The Importance of Diversity and Inclusion 23:24 The Next Big Thing for Agents 24:54 Challenges and Advice for Women in the Industry 32:18 Walk-Up Song and Closing Remarks

Connect with Bobbie Collies on LinkedIn:

https://www.linkedin.com/in/bobbiecollies/

Connect with Karnina Szymanski on Linkedin:

https://www.linkedin.com/in/karnina-szymanski-47610312/

Follow Coterie Insurance on Linkedin:

https://www.linkedin.com/company/coterieinsure

Follow Bold Penguin on Linkedin:

https://www.linkedin.com/company/bold-penguin/