Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
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Coterie Insurance's And I Quote: Building Relationships with Independent Insurance Agents
Coterie Insurance, Simplifying Small Business Insurance
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 SecureNow Radio we interview senior executives from the insurance ecosystem. The podcast is brought to you by SecureNow, an award-winning, technology-focused insurance broker, distributing pure-risk, commercial insurances to small businesses. Through these interviews, you get a ringside view of the insurance industry, its issues and opportunities. Stay tuned!
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Three hilarious and thoughtful finance professionals reflect on the terrible advice people are given and share good ideas instead. Want to learn what not to do with your money? Listen to Ca$hholes.
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So here is the real question: How do Dentists like you, who aren’t willing to let insurances dictate how you will run your practice, who want to create incredibly profitable practices without sacrificing your time or sanity; how do you create the strategies to ensure your practice not only survives but thrives in the 21st century? That’s the blaring question and Dr. Steve Schluentz is here to provide the answers. Welcome to Dental Practice Freedom Radio!
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Uncomplicating Workers Comp with the NCCI
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In this episode of Agency Nation Radio, host Nancy Germond, Big “I" executive director of risk management and education, dives deep into the world of workers compensation with Lisa Alea, senior product manager at the National Council on Compensation Insurance (NCCI). The NCCI recently marked its 100th anniversary. During this time, it has supported…
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David McFarland, CEO Of Coterie, on Culture, Core Values and Future Plans
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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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Insurance Agent, Carl Ruppel, Talks About Exploring Career Paths in Insurance and Networking
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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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AN Radio: Putting Service in the Spotlight with Ashley Stafford
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On this episode of Agency Nation Radio, we meet Ashley Stafford, insurance advisor, Williams Insurance Agency in Rehoboth Beach, Delaware. Stafford was laid off from a logistics company during the coronavirus pandemic. After a friend posted a vacancy at Williams Insurance Agency, she jumped headfirst into all the opportunities an insurance career h…
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Legacy Planning: Securing your Future in the Insurance Industry
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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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On this episode of Agency Nation Radio, we learn about independent insurance agency alliances, a model that has grown in popularity in recent years, and one that the Big “I” has harnessed with the launch of the Big “I” Alliance. Jared Blackwood, owner and partner at BridgeMark Insurance Solutions in Bismark, North Dakota, chats with Tiffany Overlea…
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Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership
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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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On this episode of Agency Nation Radio, we meet Emmanuel Osuyah, CEO, owner, and principal of Alpha Direct Agency. His first significant move in the industry was when he bought his mother-in-law's Allstate agency. However, he realized that this path was not for him and decided to pursue the independent agency route. Fast forward 20 years, Alpha Dir…
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Young Agents Take on the Hard Market: Prioritizing Risk Management
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The Big “I” National Young Agents Committee (YAC) partnered with Trusted Choice to create a special bonus series of content related to the hard market on Agency Nation Radio. This week’s episode features Jack Griffith, Partner at TWIA Insurance Agency in Summerville, South Carolina and was hosted by Daschle Larsen, a member of the National Young Ag…
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On this episode of Agency Nation Radio, Erika Matthews, program manager at Invest, hosts a conversation with Samantha Snider, assistant account manager at Abbott and Fillmore Agency and Joanna Dresden, an experienced Insurance Agent at Hartland Insurance Agency. Dresden is Snider’s mentor, and the two Michiganders discuss the inspiring dynamic betw…
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From Combat to Coverage with Army Veteran Adam Wirthlin
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On this episode of Agency Nation Radio, Adam Wirthlin, commercial lines producer at Turner Agency in Greenville, South Carolina, shares how his time in the U.S. Army has given him skills to be a better producer. “It seems like a complete 180 from serving, but the skills I learned in the military set me up for success in this field, like attention t…
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Young Agents Take on the Hard Market: Marketing & Communication Tactics
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The Big “I” National Young Agents Committee (YAC) partnered with Trusted Choice to create a special bonus series of content related to the hard market on Agency Nation Radio. This week’s episode features Allyson Hearring-Padilla, an agent at Blank’s Insurance Agency in Olney, Illinois, and was hosted by Taylor Hendrickson, a member of the National …
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Preparing for the Storm: Flood Insurance Strategies for Agents
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On this episode of Agency Nation Radio, host Brian Chapman, agent and owner of Chapman Insurance in Florida, sits down with Cassie Masone, vice president of flood operations at Selective Insurance. Masone, an authority on the National Flood Insurance Program (NFIP), shares insights and experiences from her decade-long involvement with FEMA and her …
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Predictive and Preventative Technology in the Insurance Industry: How Does Human Interaction Fit into the Transaction
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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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Preparing for Hurricane Season with Owen Thomas
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On this episode of Agency Nation Radio, Owen Thomas, senior account executive, Dial Insurance Agency, Pembroke, North Carolina, shares his experiences from past hurricane seasons and how his agency is applying what they learned this year. When Hurricane Florence made landfall in North Carolina in 2018, it stalled, dropping unprecedented amounts of …
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Young Agents Take on the Hard Market: Navigating Underwriting
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The Big “I” National Young Agents Committee (YAC) partnered with Trusted Choice to create a special bonus series of content related to the hard market on Agency Nation Radio. This week’s episode features Bryan Clinkscales, Owner of Boone Ritter Insurance and Big “I” Executive Committee Member, and Trey Sinclair, Owner of Wells Insurance Agency and …
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Sometimes an insurance niche finds you. Other times, you pave your way based on your passion. On today’s edition of Agency Nation Radio Podcast host Toni Jones, Senior Vice President of Transportation Marketing, at Palomar Insurance Corporation, talks with three independent agents about curating a niche business. Our guests include Ryan Teubner, Pr…
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Mentoring and Recruiting the Next Generation in the Insurance Industry
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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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The Power of Advocacy in Insurance with Kevin Ownby
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On this edition of Agency Nation Radio, we hear from Kevin Ownby, owner of Ownby Insurance Services, Inc. from Sevierville, Tennessee. Ownby has been a Big “I" member for as long as he's been an independent agent. However, it wasn't until the Affordable Care Act was proposed and ultimately passed into law that he became more aware of the importance…
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Michael Fiedel on The Evolution of the Insurance Industry and the Future of InsurTech
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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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Insurance Women in Leadership: Growth Happens Outside of Your Comfort Zone
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On this special Women’s History Month edition of Agency Nation, host Avery Moore, President ECI Insurance in Edmonton, Oklahoma, and a member the Big “I” national Young Agents Committee, leads a discussion with remarkable leaders who’ve carved their own paths in the independent agency system. Joining the conversation are Michelle Middleton, preside…
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How to Build a Happy and Engaged Team in the Insurance Industry
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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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Vision for 'Violet' and Women in Leadership with Sarah Cooke
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On this episode of Agency nation Radio, Sarah Cooke, director of personal lines at WalkerHughes Insurance in Indianapolis, Indiana, shares how the agency took technology into their own hands to overcome challenges in the hard market. Named as the Outstanding Large Agency in the 2023 Liberty Mutual and Safeco Agent for the Future Awards, WalkerHughe…
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Young Agents Take On Hard Market: Working With Carriers
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21:29
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Members of the Big “I” National Young Agents Committee partners with Trusted Choice to share information about the hard market as part of a special bonus series on Agency Nation radio. Guests Adam Risman, Commercial Risk Advisor at Risman Insurance, and Haley Meisner, SVP of Independent Agency Distribution Strategy at Liberty Mutual, went behind th…
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Work-Life Integration: How to Show Up Authentically and Share Content that Matters
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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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Winning Talent Acquisition Strategies for Independent Insurance Agencies
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On this episode of Agency Nation Radio, Will Jones, editor-in-chief of Independent Agent magazine, is joined by an expert panel to discuss the intricacies and challenges of hiring at independent insurance agencies, as well as some much-needed winning solutions. As the insurance industry marks Insurance Careers Month, Claudia St. John, president of …
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Being Human: DEI and Accountability in the Insurance Industry with Insure Equality
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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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DOI: From R&B to P&C and Benefits with Jarrard ‘Rod’ Powell Sr.
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19:18
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On this episode of Agency Nation Radio, Jarrard “Rod” Powell Sr., agency principal at Encore Insurance Group Chesterfield, Virginia, shares his unique experience in insurance. Powell grew up cutting records and touring as an R&B artist, but by the time he reached his 30s, he was looking for a more stable career. After breaking into insurance throug…
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Season 4 of Coterie Insurance's And I Quote Podcast
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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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Young Agents Take On The Hard Market: Operation Mentorship
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The Big “I” Young Agents partnered with Trusted Choice to deliver information on the importance of mentorship as part of a special hard market bonus series on Agency Nation Radio. Guests Krista Kautz, Producer at Berrong Insurance, and Stewart Berrong, Owner of Berrong Insurance, were interviewed by Cash McMillen, National Young Agents Committee me…
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2024 Middle Market Risk Management Landscape with Nancy Germond and Sandra Little
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27:06
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In this episode of Agency Nation Radio, host Nancy Germond, Big “I” executive director, of risk management and education, explores the evolving landscape of middle market insurance in 2024. Featuring an in-depth interview with Sandra Little, CEO of CEO, SKL Risk Consultants, Pheonix, Arizona the episode offers insights into the challenges and oppor…
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DOI: Building a Niche in Real Estate with Jonathan Lugo
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On this episode of Agency Nation Radio, Jonathan Lugo, producer at FirmSecured powered by Veritas Risk Management in Johnson City, Tennessee, shares his remarkable journey from intern to specializing in real estate insurance. Discover how he carved out a niche within an established agency, bringing entrepreneurial spirit and expertise to a speciali…
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Young Agents Take on the Hard Market: Building Staff Morale
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During this episode of Agency Nation Radio, the Big “I” Young Agents and Trusted Choice share their insights on building staff morale as part of a special hard market bonus series. Guests Brock Elliott, National Young Agents Committee (YAC) Chair and Producer at Elliott Insurance Group, and Lisa Lemanski, Operations Manager at Meiers Lombardini Lem…
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Young Agents Take On the Hard Market: Talking Renewal Tactics
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56:14
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On this episode of Agency Nation radio podcast, the Big “I” Young Agents and Trusted Choice are teaming up to bring you the first episode in a special hard market bonus series. Guests Cash McMillen, National Young Agents Committee member and Vice President at the Cashion Company, and Patricia Clawson, CEO of Clawson Insurance and member of the Flor…
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100 Days at the Helm with Charles Symington, Big "I" President & CEO
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On this episode of Agency Nation Radio, Will Jones, editor-in-chief, Independent Agent magazine, is joined by Charles Symington, the new Big "I" president & CEO. Amid the hardest market in a generation, a technological revolution and consolidation within the independent agent and broker channel, Charles joins Agency Nation Radio today to discuss hi…
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Leveraging Legacy and Learning with Erin Dop
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On this episode of Agency Nation Radio, meet Erin Dop, an independent agent at Fullenkamp Insurance in West Point, Iowa. She did not join the family agency immediately after graduating from the University of Iowa. Instead, she was encouraged to build a foundation elsewhere, which she did by working as a commercial underwriter for a carrier. However…
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Mindful Matters: Navigating Parenting and Workplace Success with Lori Mihalich-Levin
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On this episode of Agency Nation Radio Podcast, we explore the intersection of parenthood and professional growth with Lori Mihalich-Levin, the founder of Mindful Return. Lori shares insights, challenging stereotypes and offering practical strategies for both working parents and leaders seeking to foster a more supportive work environment for emplo…
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One of One: A Conversation with David Garcia
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Join us for an inspiring conversation with David Garcia, the President of Rancho Mesa Insurance Services Inc. in San Diego, California. Discover how David transitioned from a career in professional baseball to founding a Best Practices agency with a unique approach to specialization. Learn about the agency's commitment to giving back, their innovat…
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In this episdoe, I am going to reveal a very common pitfall of Life Insurance policies and the mindset people have regarding them. Ready to set up your insurance system? Book a call here: go.oncehub.com/steveschluentzBy Steve Schluentz, DDS
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Ep. 241- Personal Finances... What's Old Is New Again
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In this episode, I am going to discuss why books that were written 60 + years ago are probably more relevant to you than new books when it comes to money and finance in and out of your dental practice. Book a coaching call with me: https://go.oncehub.com/steveschluentzBy Steven Schluentz, DDS
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Cold Calls Today, Warm Calls Tomorrow with Max Revenue and Micah Salas
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36:34
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On this episode of Agency Nation Radio, Cassandra Keogel, sales executive with Eastern Insurance Group in Massachusetts and member of the Big “I” national Young Agents Committee, is joined by two very special guests: Max Revenue, half man, half meme, 100% producer, and Micah Salas, senior vice president at the Christensen Group Insurance. Together,…
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Celebrating an SEO Milestone: An Employee Takeover Podcast
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15:03
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TrustedChoice.com employees have taken over the IA Advantage podcast once again with breaking news! Listen as Steve Gomez, Director of SEO, and Viviana Buzo, Director of Marketing, look back at TrustedChoice.com over the last decade and share the SEO strategies the company has employed leading to a major SEO event.…
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Counting on Community in Kentucky With Ray Robertson
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On this episode of Agency Nation Radio, Ray Robertson, principal of Limestone Agency in Mount Sterling, Kentucky, sits down with Olivia Overman, content editor of Independent Agent magazine, to discuss his agency’s 175-year-old roots in Kentucky, community involvement and more. Robertson joined the agency in 1996 after spending several years workin…
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Ep. 240- What exactly can you simplify in your practice and life?
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Everyhing is all about simplifying, but is that really true? In this episode, we are going to break down ultimately what can and should be simplifed. Book your complimentary coaching call here: https://go.oncehub.com/steveschluentzBy Steven Schluentz, DDS
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Ep. 239- All Practices need to do this first!
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In this episode, I am going to talk about something I hear all the time and why it simply isn't true when it comes to Profit in your practice. Book a coaching call here: https://go.oncehub.com/steveschluentzBy Dr. Steven Schluentz
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A Conversation Among Friends with Mike McBride
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Grab your favorite beverage and settle in for a conversation among friends on this edition of Agency Nation Radio podcast. Mike McBride your new Big “I” chairman and president of Mason-McBride, Will Lemanski owner of Meiers Lombardini Lemanski Insurance and Lisa Lemanski, agency operation manager of Meiers Lombardini Lemanski Insurance explore the …
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I know that a lot of people say they know 80/20 principle but are they really practicing it in their dental office and life? I am going to go further into exactly where a comprehensive dentist should focus first to increase their practice success! Book a coaching call here: go.oncehub.com/steveschluentz…
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Ep. 237- Motivation videos making you feel.... ashamed?
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In this episode, I am going to describe a phenomenon I experience if watching too many motivational videos and what to do about it! Book your complimentary practice coaching call here: https://go.oncehub.com/SteveSchluentz
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TrustedChoice.com Referrals on Demand: The Answer to the Producer Availability Problem
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IA Advantage Presented by TrustedChoice.com Chip and team announce major product news, revealing more options and greater control over prospecting for individual producers.
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Teaching the Language of Insurance with Osiris Maldonado
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In this episode of Declaration of Independence on Agency Nation Radio Podcast, Osiris Maldonado, the co-founder of Pronto Insurance located in Schaumburg, Illinois sits down with Will Jones, Independent Agent magazine editor-in-chief. Osiris shares her journey from car sales into agency ownership and how educating her staff and the community create…
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