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

Coterie Insurance, Simplifying Small Business Insurance
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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.

  1. Insurance, Technology, and AI: Embracing Change, Futuristic Thoughts and What's Ahead

    11/18/2025

    Insurance, Technology, and AI: Embracing Change, Futuristic Thoughts and What's Ahead

    Frank Sentner joins the Coterie Insurance podcast for the second time. Speaking with Bobbie Collies, Frank dives into discussing his thoughts on data standardization, innovation and change in the industry. Frank has extensive experience in the insurance technology sector, and brings a lot of background and knowledge to this episode. He highlights the importance of technology, particularly APIs and data standardization, in transforming the insurance landscape. Frank also explores the future of insurance, where data becomes a commodity and the role of AI in enhancing customer experiences. He advocates for a collective approach to data rights and the necessity for the industry to adapt to new technologies and practices. Thank you to Frank for his thoughts on data and where the insurance industry is today. Follow Coterie Insurance on LinkedIn.

    22 min

  2. 10/02/2025

    Cyber Insurance for Small Businesses: You're a Bigger Target by Being Small

    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

    24 min

  3. 09/25/2025 · BONUS

    How Coterie is Using AI to Simplify Insurance with Human-Centered Innovation

    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/

    5 min

  4. 09/02/2025

    Branding & Marketing: How Independent Insurance Agents Can Own Their Name, Niche + Narrative

    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

    21 min
  5. Leading with Trust: How MEA & Associates Inc Provides a Positive Client Experience

    07/15/2025

    Leading with Trust: How MEA & Associates Inc Provides a Positive Client Experience

    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

    17 min
  6. The Power of Community in Insurance: Lessons from Alexander Dopazo

    06/17/2025

    The Power of Community in Insurance: Lessons from Alexander Dopazo

    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

    27 min

  7. 05/13/2025

    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

    20 min
  8. Top Tips for Insurance Agents to Unlock Their Marketing Potential

    04/15/2025

    Top Tips for Insurance Agents to Unlock Their Marketing Potential

    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

    15 min
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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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