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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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Around Our Community

Community Insurance Partners

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Discussing all matters that are relevant to our community in Mobile, Alabama, Baldwin County, Mississippi Gulf Coast, and Florida Panhandle areas. We will frequently have relevant guests such as local politicians, government officials, community leaders, health care providers, and more. Hosted by Jason Jones & John Wagner with Community Insurance Partners - Medicare Benefits Store.
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Coso Capital

Denny Troncoso

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Welcome to the Coso Capital Show! Thanks for stopping by! Coso Capital is a show dedicated to wealth building and private investing, but at its core, it’s really about designing the life you truly want. Whether you’re here to learn about personal finance, real estate, business, or personal development, we’ve got plenty of topics to explore. Who are we? We’re Denny and Dessiree (or just Dessi). Like many, we once wished for more—more freedom, more time, more financial security. Eventually, we ...
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Metcalf Money Moment the Podcast

Jeb Graham, Ethan Hutcheson, & Eric Wymore

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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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“Health Systems Pathways” is a podcast designed to share insights that inform, inspire, and invite discussion about what should be done to make it easier for people to navigate complex health systems. Expert hosts bring you this podcast to share insights from PSI programs and other health partners related to Health Systems Strengthening (HSS). Health Systems Pathways is produced by the SCL Agency Ltd.
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Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, education ...
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DEO’S Growth Secrets Podcast for Dental Organizations is for dental leaders who are seeking to build thriving dental organizations and have more profit, time, and impact. DEO Partner Emmet Scott hosts successful dental entrepreneurs, DSO leaders, and subject matter experts, from across the dental industry. Though the industry has more opportunities than ever, organizations and leaders have more questions than ever. DEO’S Growth Secrets Podcast is a space where dental industry leaders discuss ...
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Rampver Radio

Rampver Financials

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The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Weekly Impact by Lay of The Land

Jim Haviland and Kris Snyder

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Weekly Impact by Lay of The Land is Jim Haviland and Kris Snyder's deep dive into the timeless lessons from Cleveland's most inspiring founders, CEOs, and leaders, alongside timely updates on community developments throughout Northeast Ohio. Join us each week as we uncover the insights and stories that shape our region's professional landscape.
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The Cyber Sentinel Podcast with host Alan Adcock CEO, Automated Solutions Consulting Group, Inc. Alan founded ASC Group as a technology services provider for the small-to-midsize business community. Over time, they have evolved to specialize in data reliability and security for schools, medical practices, and remote workforces. Their clients can rely on their infrastructure to provide business continuity and rely on his team of network experts to uphold ethical business practices and standar ...
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Carl Self is first and foremost a proud father to Jordan and Alexis, but he is also a Senior Mortgage Originator licensed in the state of Washington since 1989. He started out part-time while working as an insurance agent for Pacific Cliffs Financial, and soon learned that he’s truly passionate about helping people to purchase a home. Having fallen in love with the mortgage industry quite quickly, Carl spent time reading and obtaining all of the information available to better serve his clie ...
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Grantvanzyl.com

Grantvanzyl.com

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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of the Legacy Letter—a heartfelt parent-child letter filled with meaningful words that stand the test of time. Blake shares his deeply personal story of …
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Want to grow your money with the US and international stock markets? 🌍📈If you're in the Philippines, your investment options might seem limited—but there’s a way to join! You can invest in mutual funds that tap into global markets, and some even pay regular dividends for extra cash flow. 💵 Discover how mutual funds can help you: https://rampver.com…
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In this episode of the Insurance for Insurance Perspectives podcast, host Kenny Hendricks discusses the impact of LeO in Donigan Insurance with Steve Donigan and Camille. The conversation explores the agency's niche focus on landlords and investors, the challenges they faced before adopting LeO, and how the platform has transformed their lead gener…
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Want to invest in Stocks and REITs but not sure where to start? With this video, discover how easy it is to get started with MyTrade and why it’s the ultimate partner for your stock trading journey. Don’t just invest—invest smarter with MyTrade! 💵 Get started with @MyTradePH today: https://rampver.mytrade.com.ph/ 🌱 Sign up for FREE in Rampver Onlin…
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How do you scale health insurance access across 13,000 islands? In this episode, host Alex Ergo speaks with Trisna Sari of BPJS Kesehatan about Mobile JKN — Indonesia’s digital gateway to its national health insurance scheme. Trisna shares how the innovation was born out of a need to ease administrative bottlenecks as the JKN program rapidly expand…
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Struggling to say NO when family or friends ask to borrow money? You’re not alone. In this video, we’ll show you how to politely decline these requests without feeling guilty or damaging your relationships. Learn practical tips and respectful strategies to set clear boundaries while keeping your connections strong. Watch now and take control of you…
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In this episode of the Insurance Perspectives podcast, host Kenny Hendricks discusses the role of LeO in an independent insurance agency with Scott Angell. The conversation explores how an agency utilizes LeO as a prospecting tool, the evolution of LeO, the importance of data ownership, and the challenges and rewards of working with insurance agenc…
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In this episode of the Coastal Capital Podcast, we take a deep dive into Rich Dad Poor Dad by Robert Kiyosaki—the book that sparked my real estate investing journey! 📘💰 We’ll break down key lessons, mindset shifts, and how the "rich dad" philosophy can help you build wealth through assets, not just paychecks. Plus, I’ll share updates on my latest r…
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Struggling to stick to your financial goals? In this video, we’ll share practical tips and strategies to help you stay on track and achieve your money milestones. Whether you’re saving for a dream home, paying off debt, or building an emergency fund, these actionable insights will empower you to stay focused and motivated. Don’t let setbacks derail…
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Ever wonder why everyone seems to be making money except the dentist? In this episode, Emmet sits down with Dr. Vajahat Yar Khan, DEO Elite Member and CEO of DentTracks & USA Dental Solutions, to unpack how he scaled from 3 to 11 practices by solving one of the biggest headaches in dentistry: revenue cycle management. They dive into insurance verif…
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Are you feeling uncertain about your investments in today’s turbulent market? You’re not alone. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric break down the psychology of investing and how to navigate the ups and downs of the stock market with confidence. From understanding the emotional rollercoaster of fear and greed, to exp…
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Do you know that 91% of portfolio success comes from asset allocation? Wondering why it’s important to spread out your investments? In this video, we’ll show you an easy way to diversify your portfolio and explain why having a solid plan for where to invest your money is key to reaching your financial goals. 💵 Discover how mutual funds can help you…
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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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In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks discusses the importance of community engagement and volunteering with Dawn Bijou Janes-Bartley and Mark Sacay from Maverick Risk Partners. They share their experiences and insights on how their agency supports local communities, the challenges and joys of volunteering, and…
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Paul Prine, former Chief of Police for Mobile Police Department, and current mayoral candidate for the City of Mobile, joins us in studio to discuss his life growing up in Mobile, what lead him to a career in law enforcement, and what his 3-Point Plan is for the future of Mobile if elected as the next mayor. To learn more about Paul Prine's campaig…
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Feeling frustrated that your Google Business Profile still isn’t ranking—even after optimizing everything? In this episode, Emmet sits down with James Kuck, SEO Lead at HIP Creative, to unpack what’s really working in local SEO for dental practices. They dive into Google Business Profile hacks, the power of proximity, how reviews impact your rankin…
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In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Stephen Turnbull of T5 Insurance Services to discuss the importance of community engagement and volunteering. Stephen shares his journey in the insurance industry and how he actively participates in community service through various organizations like Rotary and the …
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How much money do you need to retire comfortably, and when is the best time to take Social Security? In this episode of the Metcalf Money Moment, hosts Jeb, Ethan, and Eric dive into the key components of retirement planning. They discuss the early retirement dichotomy, how much money you need to retire comfortably, and the complexities of managing…
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Disclaimer: This is an April Fool's joke podcast. We will return to insurance-related content next week. Thank you! In this episode of the Pizza Perspectives presented by Wild Mike’s Ultimate Pizza, hosts Kenny Hendricks and Jeff White discuss their love for pizza, share stories about local pizzerias, the history of frozen pizza, and draft their pe…
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What if the key to associate retention isn’t equity—but leadership? In this episode, Dr. Samson Liu, Founder of SOHDental, shares how he scaled to 40+ locations by focusing on people-first leadership, trust-building, and operational clarity. He breaks down his method for mentoring associates, tightening schedules without burnout, and boosting case …
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Spring is here, and after being MIA for a bit (thanks to the flu), I’m back with a major market update! 🚀 In this episode, I break down the latest Federal Reserve meeting, interest rates, inflation, and what it all means for real estate investors and homebuyers. Plus, I share updates on: 🏡 My real estate development project 📊 The latest trends in t…
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In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with Torry Wilcox to discuss the role of ClaimSetter in his agency. The conversation explores the challenges faced by agencies in the claims process, the importance of customer experience, and how ClaimSetter serves as a valuable partner in improving client satisf…
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Navigating the complexities of health insurance when retiring can be overwhelming, but having the correct information makes all the difference. In this episode of Metcalf Money Moment, host Jeb, Ethan, and Eric sit down with Matt Sturgeon, CEO of LNI Insurance Solutions, and Phil Walters, Director of Medicare at LNI Insurance Solutions, to break it…
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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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In this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Elnor Rozenrot of ClaimSetter and Torry Wilcox from Insure Pro. They discuss the challenges of the insurance claims process, the importance of trust between parties, and how ClaimSetter aims to streamline claims for a better customer experience. The conversat…
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Gust Fisch, with Shell Health, joins us in studio. SHELL Health is dedicated to delivering vital sexual health and prevention services with a commitment to inclusivity and compassion for all communities. To learn more about Shell Health, please visit: https://www.shellhealth.org/ ------------ Learn more about Community Insurance Partners and how we…
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In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with members of the HawkSoft sales team, Paul Moyes and Linda Anderson, to explore the unique sales approach of HawkSoft. The conversation delves into the consultative sales philosophy that prioritizes building relationships over meeting quotas, the characteristic…
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Dr. Anthony Nguyen, Doctor of Osteopathic Medicine with VIPcare, joins us in studio to discuss what motivated him to become a doctor, why he chose the D.O. route, and his philosophy for treating patients. VIPcare has been serving the medical needs of Medicare and Medicare Advantage beneficiaries since 2006. VIPcare's focus is: "We believe that each…
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What happens when a founder realizes their best role isn’t as CEO? In this episode, we break down a major transition at the DEO—Jake Puhl moves into a Chief Growth Officer role while Emmet Scott steps in as CEO. But this isn’t just about titles. It’s about recognizing where you thrive, aligning your role with your strengths, and making bold moves f…
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Navigating the complexities of inheritance can be overwhelming, especially regarding tax implications and estate settlement. In this episode of Metcalf Money Moment, Jeb Graham, Ethan Hutcheson, and Eric Wymore break down key strategies for maximizing inheritance planning, ensuring tax efficiency, and streamlining the estate settlement process. Fro…
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In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Gail Crozier, Chief Operations Officer of Woodland Park Insurance Services, and Dominic Piccirillo from Elevate Teams. They discuss the transition of Woodland Park to a fully remote agency, the integration of virtual assistants, and the significant impact Elevat…
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Attorney Travis Johns joined us in studio this week. Travis's slogan is, "Saraland based; known statewide. Fight for your rights, and don't fight alone." The law offices of Travis Johns handles areas of practice such as Estate Planning, Custody & Support, Accident & Injury, and many others. They also offer a flat-fee pricing option for retainer cas…
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Are you losing patients before they even walk through your door? Even with a great front desk team, calls go unanswered, details get missed, and new patients move on. In this episode of DEO’s Growth Secrets, Jake Puhl talks with Abdul Jamjoom, CEO & Co-Founder of Arini AI, about a simple solution: an AI phone assistant that answers every call, coll…
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Getting a vehicle is a big decision. Whether going to the office, school, or out-of-town with your family, a new ride comes with a huge responsibility – your safety and protection. Ensure that you and your vehicle are protected with comprehensive car insurance. _____ Protect the fruits of your labor - property, car, etc - with Non-life Insurance!➡️…
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In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Dominic Piccirillo, co-founder of Elevate Teams, and Gail Crozier from Woodland Park Insurance Services. They discuss the role of virtual assistants in the insurance industry, the importance of data ownership and security, and the challenges and successes of int…
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Coso Capital Podcast | Wealth Building, Market Insights & Real Estate Investing Welcome to the Coso Capital Podcast, where we dive deep into wealth building, real estate investing, and personal development. We are real estate investors and lenders, sharing market insights, financial strategies, book takeaways, and more! Today’s Episode: February 18…
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Welcome to Metcalf Money Moment, where hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore welcome Erik Rome from Sage Law to discuss the ins and outs of estate planning. In this episode, Erik dives into key aspects of managing an estate, from avoiding probate and understanding the role of wills to the complexities of trusts, durable power of attorn…
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In this video, we’ll share easy tips and games to help kids learn how to save, spend, and budget their money. Whether you’re a parent teaching your little ones or a kid ready to handle your allowance, this video is for you! Let’s get started on the path to smart money choices! _ _ _ Do you know that for as low ₱1,000, you can INVEST and GROW with 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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In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Jim Dahoney from Marshall+Sterling about how they use Rhodian Group in their agency. Jim discusses the importance of technology in the insurance industry, the unique employee ownership model at Marshall+Sterling, and how partnering with Rhodian Group has transformed t…
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Are you overpaying for dental sensors and getting stuck in a cycle of costly repairs? In this episode, we sit down with Aaron DeCorte, VP of Sales & Marketing at JAZZ Imaging, to uncover why traditional sensor purchasing is outdated—and what smarter, cost-saving alternatives exist. We dive into the frustrations of managing equipment across multiple…
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Welcome to the Coso Capital Podcast! 📈 Join us as we discuss wealth building and personal development. We are real estate investors and lenders sharing our experiences, market updates, and book recommendations. Today's Highlights (Feb 5, 2025): Market Update: Zillow reports 30-year mortgage interest rates at 6.57%. The Fed keeps rates steady at 4.2…
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