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How do Independent Agents Add Value to Small Business, a Conversation with Coterie Insurance & Semsee
Manage episode 356594690 series 3453049
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Semsee and Coterie Insurance recently recorded a live webinar that we wanted to share on the And I Quote podcast. In this conversation with Zack Yurch, Head of Revenue at Semsee and Becky Monfre, Director of Digital Accounts at Coterie Insurnace, we dive in to learn about independent agents add value and expertise to small businesses. This conversation is hosted by Ashleigh Burden, Marketing Manager at Coterie Insurance and she leads the conversation by asking questions like:
- How are IAs positioned as experts on the unique coverage needs for small businesses?
- What types of information should agents share with their small biz clients & prospects?
- As each small business is unique in structure and operations, how can agents ensure that they are continually assessing that their clients have the right coverage?
- How can IAs use technology to save small business owners’ time and money?
- How do Semsee and Coterie enable IAs to serve their small business clients more efficiently?
Thanks for listening to the And I Quote podcast and keeping up with everything independent agents, industry experts and influencers have to say about specific topics within the insurance industry. Our podcast is built off the theme "because relationships matter" so each episode will provide insights into how others are building trusting relationships with their small business prospects and clients.
The And I Quote podcast is brought to you by Coterie Insurance.
Let's connect on LinkedIn:
Becky Monfre: https://www.linkedin.com/in/becky-monfre-2a525120/
Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/
Zack Yurch: https://www.linkedin.com/in/zack-yurch-1069685b/
Learn more about Semsee: https://semsee.com/coterie
Learn more about Coterie Insurance: https://coterieinsurance.com/
Join Coterie's Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsunite
Follow Coterie Insurance on LinkedIn to keep up with the latest news: https://www.linkedin.com/company/coterieinsure
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