It's Cybersecurity Awareness Month and we invite insurance agents to listen to this episode to get their small business clients prepared.
In this episode, Ashleigh Burden and Eder Ribeiro discuss the critical importance of cybersecurity and cyber insurance for small businesses. They explore common misconceptions about small business security, the impact of cyber incidents, and the necessity of having adequate cyber insurance coverage. Eder shares insights from his extensive experience in incident response and emphasizes the need for small businesses to take cybersecurity seriously. The conversation also touches on the evolving regulatory landscape and the partnership between Coterie and TransUnion to make cyber insurance more accessible for small businesses.
Learn more about TransUnion:
https://www.transunion.com/lp/cyberscout-explainer
linkedin.com/company/transunion
Learn more about Coterie Insurance:
https://coterieinsurance.com/insurance/cyber-insurance-for-small-businesses/
https://coterieinsurance.com/blog/5-reasons-your-clients-need-cyber-insurance/
Timeline:
00:00 - 01:54: Introductions
01:54 - 04:42: The Myth of Small Business Security
04:42 - 06:36: Common Cyber Attack Vectors for Small Businesses
06:36 - 09:59: Impact of Cyber Incidents on Small Businesses
09:59 - 12:06: Trends for Agents and Brokers in Cyber Insurance
12:06 - 13:53: Regulatory Landscape for Small Businesses
13:53 - 16:49: Making Cyber Insurance Accessible
16:49 - 18:59: Understanding Cyber Insurance Coverage
18:59 - 23:03: Key Takeaways for Cybersecurity Awareness Month
cybersecurity, cyber insurance, small business, cyber attacks, incident response, insurance agents, regulatory compliance, risk management, TransUnion, Coterie
In this conversation, Steve Barnard, Principal AI Engineer at Coterie Insurance, shares how the company is leveraging artificial intelligence and machine learning to make insurance faster, simpler, and more accurate for agents, brokers, and policyholders.
Steve discusses the challenges of balancing innovation with compliance, the importance of trust and transparency, and why human expertise will always remain central to Coterie’s approach. He also offers a glimpse into the future of insurance technology, including agentic AI and the role of collaboration across teams in driving smarter, customer-first solutions.Learn more about Coterie Insurance: https://coterieinsurance.com/Follow us on LinkedIn:https://www.linkedin.com/company/coterieinsure/
Follow Steve on LinkedIn:
https://www.linkedin.com/in/steve-barnard/
In this episode of the And I Quote podcast, Ashleigh Burden interviews Laura Gruselski, a bilingual independent insurance agent. They discuss Laura's journey in the insurance industry, her mission-driven agency, and her focus on serving underrepresented communities. Laura shares insights on branding, community engagement, and the importance of education in insurance. The conversation also touches on the use of AI in branding, the significance of referrals, and the challenges of maintaining brand consistency.
Laura emphasizes the importance of authenticity and her desire to mentor others in the industry.
Takeaways:
- Branding should reflect personal authenticity and community values.
- Education is key in helping clients understand their insurance needs.
- AI can be a valuable tool in modern branding strategies.
- Building a community-centric brand fosters strong client relationships.
- Networking and mentorship are crucial for business growth.
Learn more about Laura:
Website: https://lajefalaurag.com/laura-grucelski-insurance-agency
LinkedIn: https://www.linkedin.com/in/lauragrucelski/
Instagram: @lajefalaurag_ins
Discover more about Coterie Insurance:
Website: https://coterieinsurance.com/
LinkedIn: https://www.linkedin.com/company/coterieinsurance
Chapters:
00:00 - 01:02: Introduction and Branding Basics
01:02 - 03:09: Laura's Journey in Insurance
03:09 - 05:53: Establishing a Niche and Community Focus
05:53 - 08:20: Education and Empowerment in Insurance
08:20 - 10:09: Leveraging AI in Branding and Marketing
10:09 - 12:25: Building Community and Networking Initiatives
12:25- 12:35: Referrals and Business Growth Strategies
12:35 - 13:02: Navigating Business Growth During COVID
13:02 - 13:33: The Power of Storytelling in Branding
13:33 - 15:31: Challenges of Maintaining Brand Consistency
15:31- 16:13: Cultural Authenticity in Branding
16:13 - 17:16: Actionable Tips for Building Your Brand
17:16 - 18:52: Rapid Fire Branding Insights
18:52 - 20:36: Future Aspirations and Mentorship in Business
20:36 - 21:04: Outro of season 5
In this episode of the And I Quote podcast, host Ashleigh Burden speaks with Giovanna Plum. Giovanna shares her journey in the insurance industry, the evolution of technology in the field, and how MEA Brokerage is adapting to meet client needs.
Giovanna emphasizes the importance of customer service, the use of technology for efficiency, and the significance of personal relationships in the insurance business. She also discusses the future growth plans for MEA Brokerage and her passion for the industry.
Learn more about MEA Brokerage:
Visit their website: https://www.meainsurance.com/meet-our-team/
Learn more about Ashleigh Burden and Coterie Insurance:
Connect with 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/
00:00-00:39: Introduction and Background
00:39-02:45: Journey into the Insurance Space
02:45-03:47: Impact of Technology on Insurance
03:47- 05:16: Key Advancements at MEA Brokerage
05:16-07:48: Client Engagement Tools and Platforms
07:48-10:31: Utilizing Data for Client Understanding
10:31-12:58: Productivity and Growth through Technology
12:58-13:56: Maintaining Personal Relationships in a Digital Age
13:56-15:39: Future Plans for MEA Brokerage
15:39-15:55: Closing Thoughts and Contact Information
In this episode of the podcast, Ashleigh Burden interviews Alexander Dopazo, Vice President of Dopozo Insurance. They discuss his journey in the insurance industry, the importance of building a network, understanding client needs, community engagement, leveraging technology, measuring success, and the future of the insurance industry.
Alex emphasizes the value of relationships, the role of technology in enhancing client experiences, and the opportunities presented by change in the industry.
Learn more about Alex Dopazo and Dopazo Insurance:
Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexdopazo/
Follow Dopazo Insurance on LinkedIn: https://www.linkedin.com/company/dopazoinsurance/
Visit their website: https://www.dopazoinsurance.com/
Learn more about Ashleigh Burden and Coterie Insurance:
Connect with 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- 3:00 - Introduction and Background
03:10- 06:02 - Building a Network in Insurance
06:02 - 8:45 - Understanding Client Needs
08:45 - 11:57 - Community Engagement and Trust
11:57 - 15:10 - Leveraging Technology for Success
15:10 - 19:47 - Measuring Success and Feedback
19:47 - 22:35- Future of the Insurance Industry
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
In this episode of the And I Quote podcast, Ashleigh Burden of Coterie Insurance speaks with Alexandria Cardoze, the Digital Marketing Manager at Applied Systems. They discuss the evolution of marketing in the insurance industry, emphasizing the importance of data-driven marketing and personalization. Alex shares insights on effective marketing strategies, tools, and the future trends that will shape the industry. The conversation also touches on advice for those looking to enter the marketing field within insurance, highlighting the significance of understanding one's passion in marketing.Learn more about Alex and Applied Systems: Follow Alex on LinkedIn: https://www.linkedin.com/in/aeisenhardt/Find Applied Systems on LinkedIn: https://www.linkedin.com/company/applied-systems/Learn more about Applied Systems: https://www1.appliedsystems.com/en-usLearn more about Ashleigh and Coterie Insurance: Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00-02:58 - Introduction to Marketing in Insurance02:58-05:57 - The Importance of Data-Driven Marketing05:57- 08:48 - Personalization Strategies for Engagement08:48- 11:51- Tools and Tech Stack for Marketing11:51- 13:00 - Future Trends in Marketing and Insurance13:00 - 14:26 - Advice for Aspiring Marketers in Insurance
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
Many insurance agents are missing a huge opportunity in the commercial insurance space, and CEO of London Underwriters, Dan Feigenbaum breaks that down in this episode of Coterie Insurance's podcast, And I Quote.In this episode of the 'And I Quote' podcast, Christine Morrison speaks with Dan Feigenbaum, CEO of London Underwriters, about the evolution of insurtech and its impact on the insurance industry. They discuss the challenges faced by agents in selling small commercial insurance, the role of Coterie in simplifying the process, and the importance of small business insurance. The conversation also touches on the future of technology enabled MGAs and insurtech, and the necessity of maintaining a human element in the technology-driven insurance landscape.
Follow Dan on LinkedIn:
https://www.linkedin.com/in/danielfeigenbaum1/
Follow Christine on LinkedIn:
https://www.linkedin.com/in/christine-morrison-aa753463/
Learn more about London Underwriters:
Website: https://www.londonuw.com/
LinkedIn: https://www.linkedin.com/company/london-underwriters-llc/
Learn more about Coterie Insurance:
LinkedIn: https://www.linkedin.com/company/coterieinsurance
Website: https://coterieinsurance.com/
Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsunite
Chapters:
00:00 Introduction to InsureTech and Its Evolution
04:47 Challenge: Insurance Agents moving from personal lines to commercial lines
06:03 Challenges for Agents in Small Commercial Insurance
09:41 Coterie's Role in Simplifying Commercial Insurance
15:52 The Importance of Small Business Insurance
18:27 Future of InsureTech and LU1 Platform
27:32 The Human Element in Insurance Technology
Keywords:
InsureTech, small commercial insurance, Coterie, London Underwriters, insurance agents, technology adoption, future of insurance, digital transformation, insurance marketplace, small business insurance
In this episode of the And I Quote podcast, brought to you by Coterie Insurance, host Ashleigh Burden interviews Rick Rolfs, president of Rolfs Insurance Services.
They discuss Rick's extensive background in the insurance industry, the evolution of technology in insurance, and the importance of building client relationships.
Rick shares his experiences working with Coterie Insurance and navigating the Southern Florida insurance market. He also offers insights into future trends in the industry and advice for aspiring insurance agents, emphasizing the value of trust and personal connections in the business.
Contact Rick:
https://rolfsinsurance.com/rick-rolfs/
https://www.linkedin.com/in/rick-rolfs-bb540513/
Connect with Coterie:
https://www.linkedin.com/company/coterieinsurance/
Reach out to Ashleigh Burden:
https://www.linkedin.com/in/ashleigh-burden/
Chapters of the episode:
00:00
Introduction of the And I Quote Podcast
02:16
Rick Rolfs Background in Insurance
04:55
The Evolution of Insurance Technology
07:50
Working with Coterie Insurance
10:15
Navigating the Southern Florida Insurance Market
14:10
Building Client Relationships
17:29
Future Trends in the Insurance Industry
21:35
Advice for Aspiring Insurance Agents
_______________________
Keywords:
insurance, technology, client relationships, Coterie Insurance, Rick Rolfs, insurance industry, Southern Florida, insurance market, insurance agents, future trends in the insurance space
He is here! David McFarland, CEO of Coterie joins Coterie's podcast, And I Quote, for the first time! In this episode of the And I Quote Podcast, host Ashleigh Burden interviews David McFarland, co-founder and CEO of Coterie. They discuss various topics, including David's preference for working in the office, his love for hiking in the mountains, his passion for football, his preference for cooking at home, and his love for reading books. They also delve into the founding of Coterie and David's vision for the company, as well as the challenges he faced as a CEO and founder. They highlight the importance of feedback and prioritizing the experience of working with Coterie for agents, partners, and vendors. David shares his excitement for the future of Coterie and the expansion of their product offerings. They conclude the conversation by discussing the culture at Coterie and the company's core values of intelligence, integrity, passion, and humility. To learn more about Coterie, visit our website: https://coterieinsurance.com/
On the latest episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden sits down with Insurance Agent and Coterie Insurance partner, Carl Ruppel, Commercial Account Executive at Remco Insurance Company in Southampton, Pennsylvania.
Key takeaways from this episode:
- Transitioning to the insurance industry can present new opportunities
- Small commercial insurance offers the opportunity to work with a variety of businesses and industries, each with unique risks and challenges.
- Building trust with clients is crucial in the insurance industry, and it can be achieved by following through on commitments and being honest about what you don't know.
- Effective marketing in the insurance industry involves networking, obtaining positive online reviews, and leveraging referrals.
- Having a mentor can be invaluable in learning the ropes of the insurance industry and tailoring your approach to specific industries.
Carl shares his journey into the insurance industry, his transition to small commercial insurance, and the importance of building trustworthy relationships with clients. He also discusses his approach to marketing and networking, as well as his aspirations for growth within the industry.
Learn more about Remco Insurance: https://remcoinsuranceservices.com/home/
Learn more about Coterie Insurance: https://coterieinsurance.com/
Follow Coterie on Linkedin: https://www.linkedin.com/company/coterieinsure
How can Insurance agents make a change? Diving into personal and professional development, using science and Netown’s law. In this conversation, Chris Cline discusses the evolution of technology in the insurance industry and the impact of legacy systems. He introduces his book, 'Inertia of Legacy,' which explores the concept of legacy and reframes its negative connotation. The conversation also touches on the Y2K hype and the uncertainty and anxiety surrounding AI. Cline emphasizes the importance of recognizing the success of established agencies and adapting to the changing industry. In this conversation, Chris Cline discusses the importance of understanding who you are and being clear about your capabilities, talent, and personal beliefs. He also explores the factors contributing to agencies exceeding the industry average and the operational choices necessary for growth. Chris emphasizes the crucial cultural components for organizations to overcome plateaus and achieve success. He introduces a framework for mapping effort and energy to legacy, highlighting the importance of self-awareness and humility. Chris concludes by discussing the legacy he hopes to build and the impact he wants to have on others. Takeaways The insurance industry has seen significant technological advancements, and agencies need to adapt to these changes. The term 'legacy' has often been associated with negative connotations, but it is essential to reframe this perception and recognize the success and value of established agencies. The Y2K hype and the Margot Kidder effect serve as reminders of the uncertainties and anxieties that come with technological advancements. AI and The Matrix provide interesting parallels, highlighting the need to embrace change and navigate the evolving landscape of technology. Understanding who you are and being clear about your capabilities, talent, and personal beliefs is critical for success. Cultural components, such as transparency, standardization, and defining behaviors, are important for overcoming plateaus and empowering growth. Creating a framework and taking action are essential for implementing important principles and driving change. To Chri Cline, building a legacy means championing outliers and underdogs, being a mentor, and making a meaningful impact on others. Learn more about Coterie Insurance: https://coterieinsurance.com/ Learn more about ACT: https://www.independentagent.com/ACT
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/
"Is there a limit to how seamless things can actually be before customers start missing the good old relationship touch within the insurance buying process?"
In this episode of Coterie's Podcast, And I Quote, Bobbie Collies is joined by Megan Kuczynski, the President of Insurtech Insights.
They discuss the excitement and challenges of being at the forefront of this transformation, the buzzwords in the industry, the importance of a seamless customer experience, and the future of insurance technology. They also touch on the intersection of insurance and climate resilience, the use of parametrics in risk mitigation, and the potential of predictive and preventive technologies in life and health insurance. Megan shares insights into the upcoming InsureTech Insights event, highlighting the diverse content offerings and networking opportunities.
Takeaways
Learn more about Insurtech Insights:
Follow Megan on LinkedIn
Get in touch with Coterie Insurance
Stay connected with us on LinkedIn
In this episode, John Barfield, EVP of Braishfield, shares his insights and experiences in the insurance industry. He discusses the importance of getting involved in the insurance community and the various ways to do so, including networking and utilizing social media. John also highlights the partnership between Bracefield and Coterie, emphasizing the ease of use and value provided to agents. He shares his thoughts on potential disruptors in the industry and offers advice for those starting in insurance. John concludes by discussing his goals for the future and the importance of recruiting and mentoring the next generation of insurance professionals.
Takeaways
Follow John on LinkedIn: https://www.linkedin.com/in/therealjohnbarfield/
Follow Brashfield Associates on LinkedIn:
https://www.linkedin.com/company/braishfield/
Learn more about Coterie Insurance:
Follow Coterie on LinkedIn:
https://www.linkedin.com/company/coterieinsure/
Connect with our host, Ashleigh Burden on LinkedIn:
https://www.linkedin.com/in/ashleigh-burden/
In this conversation, Michael Fiedel, co-founder of InsurTech Ohio and PolicyFly, discusses the evolution of the insurance industry and the role of technology in shaping its future. He shares the origins of InsurTech Ohio and how it has become a platform for celebrating innovation and fostering conversation in the industry. Fiedel highlights the impact of COVID-19 on the insurance industry and the importance of specialization and guardrails in InsurTech. He also discusses the role of PolicyFly in helping specialty insurers make their programs digitally accessible and the importance of effective communication and relationship-building in the InsurTech space.
Learn more about InsurTech Ohio:
https://www.insurtechoh.io/
Learn more about PolicyFly:
https://www.policyfly.com/
Insurtech Ohio Spotlight:
https://www.insurtechoh.io/thoughtleadership
Learn more about Coterie Insurance:
https://coterieinsurance.com/
Follow Coterie on Linkedin:
https://www.linkedin.com/company/coterieinsure/
Follow Michael on LinkedIn:
https://www.linkedin.com/in/michaelfiedel/
Follow Bobbie on LinkedIn:
https://www.linkedin.com/in/bobbiecollies/
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/
In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun.
Dustyne also talks about the future of insurance topics, including the rise of micro-learning. She emphasizes the importance of work-life integration.
The conversation concludes with a lighthearted discussion about choosing a walk-up song and the importance of genuine engagement in building authority and presence.
Connect with Dustyne on LinkedIn:
https://www.linkedin.com/in/dustyne-bryant/
Follow and Subscribe to Awkward Insurance:
https://awkward-insurance.simplecast.com/
Connect with Bobbie on LinkedIn:
https://www.linkedin.com/in/bobbiecollies/
Stay up to date on all things Coterie Insurance:
https://www.linkedin.com/company/coterieinsure
Get access to Coterie Resources:
https://coterieinsurance.com/producer-resources/
What if small business insurance could be easy?
Coterie Insurance is making small business insurance effortless.
We are redefining the small business insurance experience for agents, brokers, partners, and small businesses.
In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the industry and how the organization uses the pledge to ensure accountability. Elisa also introduces phoenix, a tool that measures company culture and helps identify areas for improvement. She emphasizes the need for discomfort and listening in order to create meaningful change and include underrepresented voices in the industry. In this conversation, Elisa discusses the importance of listening and speaking up, emphasizing the need to address issues in the moment rather than letting them escalate. They also highlight the human aspect of diversity, equity, and inclusion (DEI) and the significance of being understood and heard. Elisa shares Insure Equality's goals for 2024, including a program for individuals early in their careers and the organization's focus on creating a community for change. They also mention the success of Insure Equality's summit and their plans to expand it in the future. Finally, Elisa reflects on the journey of entrepreneurship and the joy they have found in making a difference in the insurance industry.
Takeaways
Follow us on LinkedIn:
Elisa Stampf: https://www.linkedin.com/in/elisa-stampf-she-her/
Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/
Learn more about Insure Equality: https://www.linkedin.com/company/insure-equality/
Learn more about Coterie Insurance: https://www.linkedin.com/company/coterieinsure
