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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
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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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Set Your Clients Up for Success: Why Insurance Agents Should Encourage Risk Mitigation Solutions
Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
20 minutes 16 seconds
5 months ago
Set Your Clients Up for Success: Why Insurance Agents Should Encourage Risk Mitigation Solutions

In this episode of the And I Quote podcast, Ashleigh Burden speaks with John Morlan, founder and CEO of Smarter Risk, about the unique challenges small businesses face in risk management. They discuss the importance of having a solid risk management plan, the role of insurance agents, and the partnership between Coterie and Smarter Risk. John shares insights from his journey in the insurance industry and highlights the innovative technology Smarter Risk is developing to simplify risk assessment for small businesses.


Learn more about Coterie's Manage My Risk Program: https://explore.coterieinsurance.com/manage-my-risk-agentsbrokers

Learn More about SmarterRisk:

Follow John Morlan on LinkedIn: https://www.linkedin.com/in/johnbmorlan/

Follow Smarter Risk on LinkedIn: https://www.linkedin.com/company/smarter-risk/

Visit Smarter Risk's website:

https://smarterrisk.com/


Learn more about Coterie Insurance:

Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/

Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsurance

Learn more about Coterie:

https://coterieinsurance.com/



00:00 - 02:30: The Journey of John Morland and Smarter Risk02:30 - 5:04: Understanding Small Business Risks05:04 - 07:19: The Importance of Risk Management for Small Businesses07:19 - 10:22: The Role of Insurance Agents in Risk Management10:22- 13:00: The Partnership Between Coterie and Smarter Risk13:00- 15:42: Future Innovations at Smarter Risk15:42 - 18:18: Actionable Steps for Small Business Owners18:18- 19:40: Conclusion and ResourcesCoterie, Smarter Risk, small business, risk management, insurance, partnerships, technology, insurance agents, startups, business growth

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.