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Set Your Clients Up for Success: Why Insurance Agents Should Encourage Risk Mitigation Solutions
Manage episode 482611767 series 3453049
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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
59 episodes
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