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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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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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Navigating the Future of Insurance with Bold Penguin
Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
16 minutes 7 seconds
7 months ago
Navigating the Future of Insurance with Bold Penguin

In this episode, Nicole Farley, VP of Carrier Operations at Bold Penguin, sits down with Chief Insurance Officer at Coterie, Bobbie Collies, to discuss the current landscape of small commercial insurance, the trends shaping the market for independent agents, and how Bold Penguin and Coterie Insurance are innovating to support agents in navigating these changes.


Nicole highlights the importance of technology, market access, and the evolving needs of agents in a hardening market. Nicole also shares success stories of agents leveraging Bold Penguin's platform to expand their reach and improve their operations.


Key Takeaways:

- The hard market continues to impact independent agents significantly.

- E&S products are gaining traction due to market conditions.

- Cross-selling opportunities are crucial for increasing policy counts.

- Agents are expanding their business into new territories



Bold Penguin:

Learn More: https://www.boldpenguin.com/

Follow them on LinkedIn: https://www.linkedin.com/company/bold-penguin

Follow Nicole on LinkedIn: https://www.linkedin.com/in/nicole-farley-a2153730/


Coterie Insurance:

Learn More: https://coterieinsurance.com/

Follow us on LinkedIn: https://www.linkedin.com/company/coterieinsuranceFollow Bobbie Collies on LinkedIn: https://www.linkedin.com/in/bobbiecollies/


Chapters:

00:00 Introduction to Bold Penguin and Nicole Farley

01:49 Current Trends in Small Commercial Insurance

04:17 Navigating Market Changes and Supporting Agents

05:19 Innovations in Technology and Agent Enablement

09:25 Success Stories and Growth Metrics

12:06 Nicole's Journey and Bold Penguin's Evolution

13:50 Engaging with Bold Penguin and Closing Thoughts

15:40 Outro


Keywords for this And I Quote podcast episode brought to you by Coterie Insurance: Bold Penguin, insurance technology, independent agents, commercial insurance, market trends, agent support, technology innovations, success stories, insurance industry, Nicole Farley

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.