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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. Discuss ...
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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 sig…
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Hosts James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Dean Fadel from Ohio Insurance Institute. Dean shares his expertise in connecting policy, people, and progress in the insurance industry. Discover why he believes insurance is in everything, everywhere, all the time, and how that perspective should influence…
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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 emphasiz…
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Hosts James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Frank A. Schmid from Gen Re. Frank shares his expertise on the intuition behind generative AI. Discover how this emerging technology continues to reshape insurance decision-making, why narrative still matters, and what insurers can do to prepare for an AI-dr…
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Hosts James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Denise Olson from K2 Insurance Services, LLC. Denise shares her expertise on how analytics is rewriting underwriting. Discover how data is transforming risk evaluation, streamlining claims forecasting, and shaping the future role of the underwriter across di…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Brett Fulmer from Newport Beach Insurance Center LLC and Skyway Underwriters. Brett shares his expertise on how tech is powering the modern agent in licensing, launching and leveling up. Discover how digital tools are helping accelerate early …
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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 share…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Chris Griffith from American Coastal and Skyway Underwriters. Chris shares his expertise on going from the help desk to the executives desk. Discover how strong execution, smart frameworks, and leadership drive innovation without compromising …
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Host ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Jason Gross from TruStage. Jason shares his expertise on rethinking enrollment from the strategy seat. Discover how emerging technologies are reducing friction in the enrollment process, and how those improvements connect to larger goals like access, equity, and long-term customer value. T…
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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 str…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Preetha Sekharan from Unum. Preetha shares her expertise on why identifying the right pain points is key to AI success. Discover how to pinpoint the most impactful AI use cases, gain buy-in from stakeholders, and navigate the challenges of imp…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Bobbie Collies from Coterie Insurance. Bobbie shares her expertise on intrapreneurship and disrupting insurance from within. Discover how to turn innovation into real change, leverage technology and data, and drive meaningful impact in the fut…
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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 t…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ &⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Matthew Monson from The Monson Law Firm, LLC. Matthew shares his expertise and insights on the unethical practices threatening insurance claims. Discover the emerging legal trends, regulatory challenges, and technological advancements shaping t…
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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 evoluti…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Dr. Daniel Carlin from JobSiteCare. Dr. Carlin shares his expertise and insights on telemedicine, technology, and the future of care. Discover how his innovative concierge telemedicine model is transforming workers’ compensation, improving inj…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Ramona Tanabe from Workers Compensation Research Institute (WCRI). Ramona shares his expertise and insights from the nation’s largest workers’ comp research database. Discover how WCRI’s innovative research is shaping the future of workers’ co…
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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 experie…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Rohan Malhotra from Roadzen. Rohan shares his expertise and insights on building the next generation of auto insurance with AI. Learn how Roadzen is leveraging advanced AI to make auto insurance fairer, safer, and more accessible for all drive…
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In this Year-In-Review episode, hosts ⁠James Benham⁠ & ⁠Rob Galbraith⁠ go back to everything discussed, learned and the most important innovations and insights discovered with our guests during 2024. This Episode is sponsored by ⁠⁠⁠⁠⁠⁠Terra⁠⁠, the Next Generation Claims and Policy Software for Workers’ Comp. Find us on social media! We're on ⁠⁠⁠⁠⁠⁠…
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Hosts James Benham & Rob Galbraith are joined by Porter Leslie from Ametros. Porter shares his expertise and insights on revolutionizing insurance fund management and the healthcare experience. Learn how innovative solutions are transforming post-settlement care, simplifying compliance, and improving outcomes for injured individuals and insurers al…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Josh Butler from CompScience. Josh shares his expertise and insights on identifying and predicting risks before they become claims with computer vision and data science. Learn how AI-driven workers’ comp can transform workplace safety, strengt…
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Hosts James Benham & Rob Galbraith are joined by Greg Nichols from SPNet Clinical Solutions. Greg joins the podcast to dive on how technology helps drive better rehabilitation outcomes for injured workers. Learn how data-driven approaches and innovative service models are transforming the delivery of physical medicine and improving efficiency. This…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Basilios Manousogiannakis from AMERISAFE. Basilios joins the podcast to explore leading digital development and distribution in high-hazard workers' comp. Learn tips and tricks on exploring alternative distribution channels and adapting strate…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠Chris Greene from American Global. Chris shares his expertise and insights on navigating IoT & AI adoption in construction insurance. Learn tips and tricks for overcoming common challenges, implementing technology effectively, and maximizing …
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Skip Brechtel⁠ from ⁠⁠⁠CCMSI. Skip joins the podcast to explore the delicate balance between efficiency and ethics in workers’ compensation. As automation, AI, and machine learning transform the industry, Skip and James Benham dive into how profes…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Bob Wilson from ⁠WorkCompCollege.com. Bob shares his expertise and insights on educating the future of workers’ comp. Learn tips and tricks on how to positively impact the industry through the integration of technology and essential "soft skills" for …
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Pete Miller from The Institutes. Pete shares his expertise and insights on the critical shift towards a predict and prevent strategy. Learn tips and tricks on how emerging technologies and resilience efforts can help transform this vision into reality. Th…
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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, h…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Dan Savage from MassMutual. Dan shares his insights on achieving efficiency through Robotic Process Automation. Learn how this technology optimizes processes, saving valuable time and resources while streamlining operations. This Episode is sponsored by ⁠JBKn…
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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 -…
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Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Vidur Nayyar from McKinsey & Company. Vidur shares his insights on leading AI transformations and global teams in high-stakes environments. Learn how he collaborates with teams to devise and implement cutting-edge technology solutions and operating frameworks while ensuring sustainable growth and value realizat…
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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 …
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Yann Barbarroux from ⁠Otonomi⁠. Yann shares his insights on bridging supply chain gaps with cargo delay insurance. Learn how innovative solutions can mitigate supply chain risks and provide peace of mind during global disruptions. This Episode is sponsored by JBK…
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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 h…
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠Niki Kouri-Maglaras from Prudential Financial. Niki shares her insights on navigating the tech overload and prioritizing what’s next. Learn how to effectively prioritize technological advancements that drive growth and innovation and prioritize your next move in the…
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This week's episode features our most popular conversations in the last six months. Tune in for a very special episode full of insights on insurtech and the insurance industry. Find us on social media! We're on ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠; or follow James on ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠! Subscribe, rate, and comment. As alwa…
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Host ⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by ⁠Rudi Pino, Founder & CEO of LUNA Insurance⁠. Rudi shares his expertise and insights on disrupting the broken status quo. Learn tips and tricks on leveraging tech to provide unparalleled customer experiences and redefining industry standards that are changing the face of insurance. This Episo…
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"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 …
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Hosts ⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Tom Robinson⁠⁠, Content Associate at Insurtech Insights. Tom shares his expertise and insights on the world’s largest insurtech community. Learn about the latest industry developments and trends, and exclusive opportunities that are driving innovation and growth within t…
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Hosts ⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠Hanno Mijer⁠⁠, InsurTech Advisor and Former Founding CEO of Multiple Global Insurance Businesses. Hanno shares his expertise and insights on building insurance companies from within. Learn tips and tricks on leveraging innovation to drive growth and tackling the key challen…
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Hosts ⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠ are joined by Diane Delaney⁠ from ⁠⁠Private Risk Management Association⁠. Diane shares her expertise and insights on the impact of tech on private agents. Learn tips and tricks on effectively integrating tech into practices to deepen client relationships, drive value-driven service and streng…
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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…
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Hosts ⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠ & ⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠ are joined by ⁠⁠⁠⁠Albert Betts, Executive Director of the ⁠Insurance Council of Texas. Albert shares his expertise and insights on trends, tech and initiatives in Texas Insurance. Learn about industry initiatives in Texas and explore the key factors and technologies influencing rates and ratios i…
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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 im…
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Hosts ⁠⁠⁠⁠James Benham⁠⁠⁠ & ⁠⁠⁠Rob Galbraith⁠⁠⁠⁠ are joined by ⁠Kobi Bendelak from InsurTech Israel. Kobi shares his insights on leading the Israeli insurtech ecosystem through crisis. Learn tips and tricks on navigating difficult times, fostering innovation, and steering your organization toward success amongst adversity. This Episode is sponsored…
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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 appro…
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Hosts ⁠⁠⁠James Benham⁠⁠ & ⁠⁠Rob Galbraith⁠⁠⁠ are joined by Peter O'Brien from ⁠⁠Procore Risk Advisors⁠⁠⁠. Peter shares his expertise and insights on leveraging user data to transform construction risk management. Learn tips and tricks for bringing greater efficiency to construction insurance and navigating the data-driven future of construction ris…
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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 insuran…
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Hosts ⁠⁠James Benham⁠ & ⁠Rob Galbraith⁠⁠ are joined by ⁠Mark Goodstein from ⁠Streetscope⁠⁠. Mark shares his expertise and insights on redefining safety and risk management in road transportation. Learn tips and tricks on how innovative strategies and technologies are enhancing safety and risk management practices. This Episode is sponsored by ⁠⁠⁠Te…
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