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Insurance Agents Talk Shop

Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA

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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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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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Medicare Insurance Agents Podcast

Vista Mutual Insurance Service

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The Owners of Vista Mutual Insurance Services talk everything Medicare Insurance. From Lead Generation, How to run an Appointment, to how you should pick your Medicare insurance and agent. We will talk how we run our business in every facet.
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Insurance headlines from the property and casualty insurance agency business in 2024. Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market. Do your clients know what's going on in insurance? Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent …
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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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In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent social events at: https://insurancesocials.c…
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In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up …
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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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Do you spend a lot of your time trying answer the same questions over and over? Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over. Insurance agents already work so hard, so why …
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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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In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency. We're joined by Michael…
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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 …
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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 Cote…
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Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which…
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Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies. We're joined by Michael Streit, General Manager of EZLynx, wh…
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2023 was a challenging year for the insurance industry and insurance agents, to say the least. In this episode of IATS, Doug Coombs invites listeners to take stock of their current situation and discusses items to consider as we head into the new year. The approach is not to provide a series of recommendations, but to ask, “Have you considered this…
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In today's business landscape, keeping existing clients is crucial. Cross-selling, or offering your current clientele complementary products and services, is an important strategy that can significantly boost client retention. Dive with us into this episode of IATS, as we discuss effective cross-selling and its role in maintaining client loyalty. W…
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Are you ready to master the art of selling commercial lines insurance? Join us as we dive into this complex sphere with guest, Jerry Thacker, Agency Growth Coach at AHA Insurance Network. In this episode, you will learn how agents can cater to the diverse needs of businesses, explore the profound differences between personal and commercial lines, a…
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Join us as we explore the insights and ideas that came to life at IAEvolve! In this episode, our guests, Brendan Mulcahy, Vice President of Technology and Innovation Partnerships at SIAA, Jillian Wolley, Marketing Manager, Partnerships at SIAA, and Lisa Grover, Vice President of Marketing at SIAA, share their unique perspectives and reflections on …
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I love P&C insurance agent and insurance agency owner, then you probably have a a lot of tasks to manage convention. In this episode, I will discus my recent experience at the insurance convention and why I appreciate what I can gain from a convention. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com…
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Get ready for a riveting journey into the world of insurance! We're ecstatic to have with us Jeff Bair, head of IA Marketing and National Accounts at Foremost Insurance, who shines a spotlight on the delicate dance between insurance agents and carriers. Market complexities abound, and maintaining customer trust while navigating premium increases is…
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In the latest episode of Insurance Agents Talk Shop, host Doug Coombs and Cara Nagy Schoettes from Code & Color talk about why a solid online game plan is key today. They touch on must-haves like a good website, being social media savvy, and getting noticed online. Cara gives some tips on tools and platforms and advice for those feeling a bit lost …
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In this episode of Insurance Agents Talk Shop, host Doug Coombs is joined by Lisa Grover, Vice President of Marketing at SIAA, to discuss the upcoming IA Evolve 2023 conference. IA Evolve is a must-attend event for independent agents interested in innovation in the insurance industry, from tools to best practices and methodologies. Tune in for Lisa…
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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:…
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If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM,…
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In this episode of Insurance Agents Talk Shop, listeners are taken on a deep dive into the world of insurance aggregators, clusters, and networks. Don't miss this insightful conversation with Jack Calabrese, SIAA’s Senior Vice President of National Recruiting & Sales, as he shares his take on the differences between the three, providing valuable in…
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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 lice…
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In this episode, "What's in a Brand? Part 2," we delve into SIAA’s own rebranding journey. Our guest, Matt Masiello, the Chief Executive Officer of SIAA, shares valuable insights on why SIAA decided to embark on this rebranding process and what it means for the Alliance. Join us as we explore how the new brand aligns with SIAA's mission, values, an…
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With 19 years in the insurance industry, I have learned some valuable lessons about working in P&C insurance. I've spent time as a retail agent and wholesaler, so I have my share of stories an experiences. I also share my big takeaway from my experiences. Sign up for planetoftheagents.com today to get my newsletter…
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Join host Doug Coombs, Chief Marketing Officer at SIAA, in this episode of Insurance Agents Talk Shop as he and Josh Kelly, Managing Partner and Chief Strategist at FINE, A Brand Agency, discuss branding for independent insurance agencies. Learn about the key elements of a strong brand, gain valuable insights on avoiding common branding mistakes, a…
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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 starti…
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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 o…
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Brandon Schuh joins Bobbie Collies on Coterie Insurnace's podcast, And I Quote. Brandon Schuh is the Head of Speciality Insurance Practice at Christensen Group. As a product liability expert, Brandon talks about how he got started in the insurance space and built a career in risk management. From his background of working at Gorilla Ladder, network…
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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 entrepre…
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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, Fra…
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In this episode of Coterie Insurance’s podcast, And I Quote, Ashleigh Burden, Marketing Manager at Coterie, speaks with Tony Cañas, Senior Recruiting Partner at Goodwin Recruiting, Co-Founder, Chief Motivational Officer at Insurance Nerds. As a full-time recruiter, Tony understands how the industry works and how individuals can grow from a unique p…
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Kelly Spies, Insurance Broker and Agency Owner of K.S. Pacific Insurance Agency in California joins Coterie Insurance's podcast, 'And I Quote', for a great episode on finding your niche within the insurance space, mentorship, and work/life balance. Ashleigh Burden, Marketing Manager at Coterie Insurance, hosts this episode and they dive into all th…
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On this episode of Coterie Insurance’s podcast, And I Quote, Bobbie Collies, Chief Growth Officer, sits down to speak with Ema Roloff, Director of North American Property and Casualty Sales at EIS. Ema discusses creating and cross-posting engaging video content on TikTok vs LinkedIn, how to implement technology smoothly by starting with the company…
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Monica Adwani joins Coterie Insurance's podcast host, Ashleigh Burden for an insightful episode on entrepreneurship, work/life balance, serving communities and people, and setting goals. Our podcast theme is "because relationships matter", and this episode truly highlights that from the start. Monica and Ashleigh both attended Cassidy Arbeli's Unbu…
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Nick Berry is the Marketing Operations Manager at Better Agency He joins Bobbie Collies on Coterie Insurance's podcast, And I Quote to discuss his expertise in creating email sequences and of course the hot topic of AI. How is Better Agency using AI and educating insurance agents on best practices for their content? Essential parts of this episode:…
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We cannot predict the future, but there is a lot of talk about a tough economy. What does a bad economy mean for P&C insurance agents? Does it hurt them or does it present them with new opportunities if they are flexible and can adapt. Sign up for planetoftheagents.com today for free to get access to additional resources.…
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Jessica Fukuchi has been in the insurance industry since 2008 and is the President of PCRG Insurance located in Washington. Jessica is a mother, travel enthusiast, community helper, and social butterfly. In this episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden, Marketing Manager at Coterie, gets to interview Jessica about her su…
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You are listening to Coterie Insurance's podcast, And I Quote. In this episode, Bobbie Collies, Chief Growth Officer at Coterie, speaks with Chris Cline, Executive Director Agents Council for Technology at IIABA. In this episode we discuss: - the relationships between people and technology - how agencies can build strong relationships using technol…
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It's hard to believe that we are seeing such commission cuts, but they are here and now, an an insurance agency, that you can do to help your business continue. I also include my prediction for the future of commissions for insurance agents. Sign up for planetoftheagents.com today for free to get access to additional resources.…
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Meet your new hosts, Ashleigh Burden, Marketing Manager, and Bobbie Collies, Chief Growth Officer. These two incredible women will be having conversations with agents, brokers, partners, and insurance industry experts around relevant and trending topics. In this opening episode, you get to hear more about Ashleigh and Bobbie and learn more about th…
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Sure, things are always changing in the insurance agency business, but with all of the new technology and other things going on in the world, there could be any more changes coming for insurance agents. With that in mind, it's also a great time to subscribe to the newsletter so that you'll be ready for things to come: https://planetoftheagents.com/…
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🟢🟢🟢 Subscribe to the newsletter to get more info at https://planetoftheagents.com 👉👉👉 Subscribe to the channel here: https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbA?sub_confirmation=1 Disclaimer: Any information provided in this video is purely information and educational and not to be considered advice. By watching or listening to this vi…
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Can a personal lines insurance agent and commercial lines agent find niches and create a pipeline of business? Marketing insurance is one thing, but marketing and insurance agency is different. 🟢🟢🟢 Subscribe to the newsletter to get more info at https://planetoftheagents.com 👉👉👉 Subscribe to the channel here: https://www.youtube.com/channel/UCEdVOL…
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Property and casualty insurance agents have so many tasks. Some are very important, some are very urgent, some are always pending in the background and put on the back burner. It's not easy being a P&C insurance agent, but it is worth it, especially if you love it. The next step in running your insurance agency is trying to operate it smoothly and …
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