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 insurance topics, including the rise of micro-learning. She emphasizes the importance of work-life integration.

The conversation concludes with a lighthearted discussion about choosing a walk-up song and the importance of genuine engagement in building authority and presence.

Connect with Dustyne on LinkedIn:

https://www.linkedin.com/in/dustyne-bryant/

Follow and Subscribe to Awkward Insurance:

https://awkward-insurance.simplecast.com/

Connect with Bobbie on LinkedIn:

https://www.linkedin.com/in/bobbiecollies/

Stay up to date on all things Coterie Insurance:

https://www.linkedin.com/company/coterieinsure

Get access to Coterie Resources:

https://coterieinsurance.com/producer-resources/

What if small business insurance could be easy?

Coterie Insurance is making small business insurance effortless.

We are redefining the small business insurance experience for agents, brokers, partners, and small businesses.

In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the industry and how the organization uses the pledge to ensure accountability. Elisa also introduces phoenix, a tool that measures company culture and helps identify areas for improvement. She emphasizes the need for discomfort and listening in order to create meaningful change and include underrepresented voices in the industry. In this conversation, Elisa discusses the importance of listening and speaking up, emphasizing the need to address issues in the moment rather than letting them escalate. They also highlight the human aspect of diversity, equity, and inclusion (DEI) and the significance of being understood and heard. Elisa shares Insure Equality's goals for 2024, including a program for individuals early in their careers and the organization's focus on creating a community for change. They also mention the success of Insure Equality's summit and their plans to expand it in the future. Finally, Elisa reflects on the journey of entrepreneurship and the joy they have found in making a difference in the insurance industry.

Takeaways

Follow us on LinkedIn:

Elisa Stampf: https://www.linkedin.com/in/elisa-stampf-she-her/

Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/

Learn more about Insure Equality: ⁠https://www.linkedin.com/company/insure-equality/⁠

Learn more about Coterie Insurance: https://www.linkedin.com/company/coterieinsure⁠

Season four of the And I Quote Podcast kicks off with exciting conversations and thought-provoking insights.

The hosts, Ashley Burden and Bobbie Collies, discuss the evolving landscape of insurtech and the integration of digital transformation in the insurance industry.

They also express their anticipation for upcoming events and the growth of Coterie Insurance.

The hosts highlight the progress and transformation happening in the industry and express their excitement for the guests and conversations in season four.

Stay tuned for more episodes.

Want to know when a new episode is released? Follow us on the platform you listen to your podcasts.

You can also follow us LinkedIn for more insurance content:

https://www.linkedin.com/company/coterieinsure

Find out more about Coterie Insurance:

https://coterieinsurance.com/agents-brokers/

Coterie Insurance wraps up season 3 of our podcast, And I Quote.

This season we had 2 incredible hosts, Bobbie Collies and Ashleigh Burden.

They each spoke to incredible guests who all shared really significant insights and stories.

You can listen to all the episodes on Spotify, Apple Podcasts, or YouTube.

Learn more about Coterie Insurance:

https://coterieinsurance.com/

Follow Coterie on LinkedIn:

https://www.linkedin.com/company/coterieinsure

Lou Facciponti is President of Commercial Lines & Owner of Blue Coat Insurance Group in Maryland.

He joins our host, Ashleigh Burden as a guest on our podcast, And I Quote, to discuss how he turned his 14-year career of Police work into a completely new path of becoming an Insurance Agency Owner.

After 3 years of learning the industry, getting licensed, and learning from others, Lou took a leap into creating his own successful agency.

Depending on who you as 7 years in the insurance space still may be considered "fresh & new" but others may say he's already a veteran. Either way, Lou has plenty of advice he shares on what it was like changing careers, starting out in the industry, opening his own agency, creating genuine relationships with clients, and networking with agents online.

Follow Lou on LinkedIn:

https://www.linkedin.com/in/loufaccipontibluecoatinsurancegroup/

Learn more about Bluecoat Insurance Group:

https://www.bluecoatinsurancegroup.com/about-us.html

Connect with Ashleigh Burden on LinkedIn:

https://www.linkedin.com/in/ashleigh-burden/

Follow Coterie on LinkedIn:

https://www.linkedin.com/company/coterieinsure/

Get more information about Coterie Insurance on our website:

https://coterieinsurance.com/

Meg McKeen joins Coterie Insurance on our podcast, And I Quote for a very insightful episode on discovering your strengths, overcoming burnout, lifting women in the insurance space up, and helping insurance companies reach their fullest potential by empowering their teams.

Meg has an extensive background and resume within the insurance space starting as an underwriting and exploring the sales side, too. Working for major companies and climbing her way up the ladder, Meg made a change in her career five years ago.

Burnout is all too common in the insurance industry, but it's not discussed as openly as it should be. Burnout doesn't just mean you are feeling overworked, it can be that you don't feel you are reaching your fullest potential and may just be on a professional hamster wheel.

Meg took a leap of faith and decided that she was going to start her own business so she could flex all her muscles that give her purpose and showcase her talents.

In this episode, Meg and our 'And I Quote' podcast co-host, Bobbie Collies, talk about breaking down walls to make room for women and minorities in the insurance space. Meg dives deeps into this passion of hers and how important it is for her to make sure women are represented in this industry, up on stage at events and within leadership positions at companies.

Follow and connect with Meg on LinkedIn:

https://www.linkedin.com/in/megmckeen/

Visit her website:

https://www.adjunctadvisors.com/

Follow and connect with Bobbie on Linkedin:

https://www.linkedin.com/in/bobbiecollies/

Learn more about Coterie Insurance:

https://coterieinsurance.com/

Episode Breakdown:

0:00-7:28: Introduction- Who is Meg?

7:48-8:43: "The market wasn't ready for it."

8:44-10:43: Working with human-side of tech- engaging with team members, clients and your network

10:45-17:45: Burnout in the insurance industry- doing "more with less"

17:50-20:52: Personal Burnout (change in relationships)

21:30-26:45: Women in the insurance industry: 'How can we fundamentally change traditional styles and stereotypes in Insurance'

26:48-30:05: Women supporting women

30:07-31:49: Teaching leaders on DEI & change management

31:52-33:20: Employees want transparency- decisions are being made based on culture and values

33:21-34:32: "It's all about the people." Employee experience ultimately leads to a better customer experience

34:35-37:48: Learn more about Meg and how you can connect with her

38:46-40:57: What would your walk-up song be?

Ati Grinspun joins Ashleigh Burden as a guest on Coterie Insurance's podcast, And I Quote to discuss personal branding for insurance agents.

Ati is a personal branding coach and photographer working with women who are the face of their businesses. She helps them build profitable personal brands that attract dream clients and make a massive impact on the world.

In this episode, Ati breaks down personal branding into 4 important pieces:

Purpose- Who are you?

Expertise

Story

Conviction- Why?

How can you apply these to your insurance agency?

Listen to the full episode.

Get access to all the content Ati referenced in the podcast:

Free download: https://view.flodesk.com/pages/63127c732812b898e99a980d

Register for Bootcamp: https://atigrinspun.com/brandingbootcamp/

Website: https://atigrinspun.com/

Follow Ati-

Instagram: https://www.instagram.com/ati.g.branding/

LinkedIn: https://www.linkedin.com/in/ati-grinspun-38b144165/

Facebook Group: https://www.facebook.com/groups/personalbrandingforwomenpreneurs

Learn more about Coterie Insurance:

Follow Coterie on LinkedIn:

Follow Coterie on Instagram:

Subscribe to our YouTube Channel:

Episode Breakdown:

0:00-1:45: And I Quote Introduction

1:45-6:15: Ati Introduction- What is your story and how did you start your business?

6:25-8:01: How did you get started working with women in insurance?

9:05-12:01 What are the basics of personal branding and what advice would you have for someone just starting in the industry?

12:05-15:15: Diving into 'Expertise' (4 rules of personal branding)

15:40-16:38: Diving into 'Why'

16:50-17:25: Referral leads- stay active on social media, network, attend events

17:30-18:20: Diving into 'Expertise'

18:28-19:28: Diving into 'Conviction'

19:55-21:00: Create a plan, write it down, and create an action

21:20-22:55: How does personal branding influence the client relationship?

22:20-22:55: Educating is what will position you as an expert

22:55-24:10: Social Media is the glue. Building a personal brand is all about 'know', 'like' and 'trust'

24:29-25:45: Longevity in Business

25:55-26:59: When do you know you need to update your personal brand?

27:01-30:12: How can owners stick to guidelines for their brand and business?

30:20-33:53: Mindset work and Imposter syndrome. Being fearful of showing up or showing your face

34:25-36:01: How to get in touch with Ati

Brandon Schuh joins Bobbie Collies on Coterie Insurnace's podcast, And I Quote.

If you have been listening to Bobbie's podcasts, she loves to ask our guests what their walk-up song would be if they were an MLB Player. Here is Brandon's song: https://www.youtube.com/watch?v=54NWWRGLPA4

Cheree Sauer is the CEO of Success Without Sacrifice, a coaching business that works directly with Women Owned Insurance Agencies to help “stop the hustle and scale with harmony”.
She recognized a need to help female business owners, so she brought her knowledge of business, sports psychology, sports training, and team performance into the entrepreneurial world to help female Insurance Agency Owners continue their success without sacrificing themselves. Cheree is passionate about helping women in insurance succeed and providing a tried and true method that will keep their team aligned to avoid burnout.

In this episode Cheree shares her story, history, and how she is helping her clients resolve conflict, grow their businesses and thrive without sacrificing boundaries.

Some of the most important advice that she provides is to REST. Not just get a good night's sleep, but to allow your boundaries to make it possible for you to have the mental, physical, and emotional rest that you need.

Breakdown of the episode:

0:00-1:11- Podcast Introductions

1:12-3:58: Cheree introduces herself and provides background on why she started Success without Sacrifice

3:59-4:58: How the idea of Success without Sacrifice and the RAMP Method started

5:23-7:36: What sparked the interest in focus on Women-Owned Insurance Agencies?

7:37-8:21: Independent insurance agents are passionate and have a love for their community

9:08-14:04: Building connections and relationships across the industry

15:02-16:02: Official trainer of the Women of Insurance organization

16:54-21:43: Advice to business owners or women in insurance

22:30-23:20: Where can you connect with Cheree (also in the show notes below)

23:25-24:07: Podcast wrap-up and ending

Thanks for listening to this episode! If you liked it, share it with a friend, leave a review, or subscribe.

Learn more about Cheree & Success without Sacrifice Business Coaching:

Follow Cheree on Linkedin:

https://www.linkedin.com/in/cheree-sauer-a2a152192/

Follow Success without Sacrifice:

LinkedIn: https://www.linkedin.com/company/success-without-sacrifice/

Facebook: https://www.facebook.com/successwithoutsacrificecoaching

Website: https://successwithoutsacrificecoaching.com/

Learn more about Coterie Insurance:

Follow Coterie Insurance on LinkedIn:

Visit our Website:

Follow us on Twitter:

Coterie Insurance is simplifying small business insurance through insurance agents, brokers, and partners. By providing a quick solution for quoting small businesses, you can spend less time providing a new client a quote and more time being the risk advisor they need. Start spending your time the way it matters.

Frank Sentner joins Bobbie Collies on Coterie Insurance's podcast, And I Quote.

Frank Sentner is an Advisor & Board Member for InsurTech Startups. Since the 1970's though, Frank has worked with many notable companies and he recently started working with startups to help them build successful business models.

Throughout his time in the industry, Frank has seen many pivotal changes and is continuing to put himself at the center of the future of insurance by establishing relationships with companies that are doing something big.

In this episode, Bobbie and Frank discuss how insurtechs are making big strides forward toward creating revolutionizing solutions for the industry. Data is an important factor that Frank and Bobbie talk about during this episode.

Connect with Frank on LinkedIn:

https://www.linkedin.com/in/franksentner/

Connect with Coterie Insurance:

https://www.linkedin.com/company/coterieinsure/

Learn more about Coterie:

https://coterieinsurance.com/

Like this episode? Subscribe and write a review on any platform where you get your podcasts.