Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
By Coterie Insurance, Simplifying Small Business Insurance
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Category: Entrepreneurship
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Episodes: 65
Description
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.
| Episode | Date |
|---|---|
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Insurance, Technology, and AI: Embracing Change, Futuristic Thoughts and What's Ahead
|
Nov 18, 2025 |
|
Cyber Insurance for Small Businesses: You're a Bigger Target by Being Small
|
Oct 02, 2025 |
|
How Coterie is Using AI to Simplify Insurance with Human-Centered Innovation
|
Sep 25, 2025 |
|
Branding & Marketing: How Independent Insurance Agents Can Own Their Name, Niche + Narrative
|
Sep 02, 2025 |
|
Leading with Trust: How MEA & Associates Inc Provides a Positive Client Experience
|
Jul 15, 2025 |
|
The Power of Community in Insurance: Lessons from Alexander Dopazo
|
Jun 17, 2025 |
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Set Your Clients Up for Success: Why Insurance Agents Should Encourage Risk Mitigation Solutions
|
May 13, 2025 |
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Top Tips for Insurance Agents to Unlock Their Marketing Potential
|
Apr 15, 2025 |
|
Navigating the Future of Insurance with Bold Penguin
|
Mar 18, 2025 |
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Navigating Challenges in Small Commercial Insurance with London Underwriters
|
Feb 18, 2025 |
|
The Evolution of Insurance: A Conversation with Insurance Agency Owner, Rick Rolfs
|
Jan 21, 2025 |
|
David McFarland, CEO Of Coterie, on Culture, Core Values and Future Plans
|
Aug 26, 2024 |
|
Insurance Agent, Carl Ruppel, Talks About Exploring Career Paths in Insurance and Networking
|
Aug 12, 2024 |
|
Legacy Planning: Securing your Future in the Insurance Industry
|
Jul 25, 2024 |
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Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership
|
Jul 15, 2024 |
|
Predictive and Preventative Technology in the Insurance Industry: How Does Human Interaction Fit into the Transaction
|
May 29, 2024 |
|
Mentoring and Recruiting the Next Generation in the Insurance Industry
|
Apr 24, 2024 |
|
Michael Fiedel on The Evolution of the Insurance Industry and the Future of InsurTech
|
Apr 03, 2024 |
|
How to Build a Happy and Engaged Team in the Insurance Industry
|
Mar 18, 2024 |
|
Work-Life Integration: How to Show Up Authentically and Share Content that Matters
|
Mar 04, 2024 |
|
Being Human: DEI and Accountability in the Insurance Industry with Insure Equality
|
Feb 19, 2024 |
|
Season 4 of Coterie Insurance's And I Quote Podcast
|
Feb 07, 2024 |
|
And that's a Wrap: Bobbie Collies and Ashleigh Burden Wrap up Season 3 of And I Quote
|
Aug 10, 2023 |
|
Making a Career Change From Police Officer to Insurance Agency Owner: Lou Facciponti shares what it's like starting out and building an agency
|
Jul 27, 2023 |
|
Meg McKeen on Creating Space for Women in the Insurance Industry, Overcoming Burnout and Building a Culture That Will Make a Difference
|
Jul 06, 2023 |
|
Building Your Personal Brand and Reaching Your Target Audience on Social Media with Ati Grinspun
|
Jun 22, 2023 |
|
Brandon Schuh on Risk Management and Crafting Insurance Policies that Fit the Unique Needs of New Business
|
Jun 08, 2023 |
|
How To Avoid Burnout Culture in Your Insurance Agency by Following a Method Created Through Working With Athletes and Sports Teams
|
May 25, 2023 |
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Frank Sentner on Data Standardization, Technology, AI, and the Independent Agent
|
May 11, 2023 |
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Tony Cañas on Entering the Insurance Industry, Networking as an Introvert, and Women in Leadership
|
Apr 27, 2023 |
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Finding your Niche in the Small Business Insurance Space with Kelly Spies
|
Apr 13, 2023 |
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Ema Roloff on Company Wide Tech Transitions, Using Short form Video Content for Communication and 'Circus' by Britney Spears
|
Mar 30, 2023 |
|
Monica Adwani on Creating a Community for Women in Insurance, Building a Virtual Assistant Business and Setting Goals
|
Mar 16, 2023 |
|
Nick Berry on Advice for Insurance Agents on Email Marketing Subject Lines, ChatGPT, and Best Used Cases for AI
|
Mar 02, 2023 |
|
Jessica Fukuchi on Marketing and Development of a Referral Only Built Insurance Agency and Team
|
Feb 16, 2023 |
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Chris Cline on How Implementing a Technology Strategy in Your Insurance Agency Will Add Value to Your Agents and the Customer
|
Feb 02, 2023 |
|
Coterie Insurance Launches Season 3 of the And I Quote Podcast
|
Jan 26, 2023 |
|
Coterie Insurance Wraps up Season 2 of And I Quote Podcast
|
Nov 03, 2022 |
|
Rob Galbraith on Providing a "That was Easy" Button Experience for the Insurance Industry
|
Oct 20, 2022 |
|
The Best Marketing Tips and Strategies for Insurance Agencies
|
Oct 06, 2022 |
|
How do Independent Agents Add Value to Small Business, a Conversation with Coterie Insurance & Semsee
|
Sep 15, 2022 |
|
Bonus Episode: Meet Richard Deal and Troy Crow
|
Sep 13, 2022 |
|
Creating an Authentic and Transparent Brand Online is the Key to Building Trust as an Insurance Agent
|
Sep 01, 2022 |
|
From Firefighter to Insurance Agent: Summer Lloyd's Passion is Helping and Connecting with People in her Community
|
Aug 25, 2022 |
|
And I Quote Bonus Episode with Christina Lehman & Becky Monfre of Coterie Insurance
|
Aug 22, 2022 |
|
Rachelle Cobarriubias Shares How Technology Helps her Insurnace Agency Allocate Time and Energy to Building Relationships with Clients
|
Aug 11, 2022 |
|
Cody Eddings Discusses the Rising Need for Instant & Digital Transactions in the Insurance Space
|
Aug 04, 2022 |
|
Changing the Game of Commercial Insurance with James Riviezzo, Executive VP at Briza
|
Jul 28, 2022 |
|
And I Quote Bonus Episode: Ali Essien and Jason Johnson
|
Jul 26, 2022 |
|
The SimplyBind Experience: What was it Like Building and Developing Automated Digital Underwriting for Small Business Insurance
|
Jul 21, 2022 |
|
And I Quote Podcast Returns for Season 2
|
Jul 14, 2022 |
|
Thanks for Listening to Season 1 of the And I Quote Podcast Brought to you by Coterie Insurance
|
Jun 02, 2022 |
|
Duncan Crystal Shares How to Utilize Your Business’s Core Competency & Find Partners for the Rest
|
May 26, 2022 |
|
Katy Kelly Shares Why Online Reputation Management is Imperative to your Business
|
May 19, 2022 |
|
Bailey Preusse on Developing Partnerships by Networking and Providing Value
|
May 12, 2022 |
|
Melanie Deziel on Advising Insurance Agents on How to Craft a Content Strategy that Works
|
May 05, 2022 |
|
Alex Dopazo Shares Insights on How He is Using Video to Up Level Dopazo Insurance' Social Media Strategy
|
Apr 28, 2022 |
|
Jann Robinson on How She Caters Her Insurance Agency's Approach to Meet Her Clients Where They Are
|
Apr 21, 2022 |
|
Rob Bowen Discusses His Passion for Community Service & Building an Authentic Connection as an Insurance Agent
|
Apr 14, 2022 |
|
David Brisco Talks Subrogation, Insurance Claims & How he Builds a Case through Relationships & Connections
|
Apr 07, 2022 |
|
Brett Fulmer & Trevor Hayes on Community and Building a Professional Network within the Insurance Industry
|
Mar 31, 2022 |
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Cassidy Arbeli on Standing Out in the Insurance Industry and Providing Value to Your Clients
|
Mar 24, 2022 |
|
Roger Hayek & Christopher Depalma on the Importance of the Insurance Agent & Small Business Owner Partnership
|
Mar 17, 2022 |
|
Nicole A Simpson on Establishing a Strong Brand for her Insurance Agency on Social Media and Reaching Her Ideal Small Business Owner Client
|
Mar 10, 2022 |
|
Meet Our Hosts, Ann Boger, VP of Scaling & Brian Thomas, Director of Claims Experience at Coterie Insurance
|
Mar 03, 2022 |