“Spring forward” with your agency’s relationships and partnerships! Coterie Insurance shares how.Let’s dive in…
Coterie Connection
By Coterie ● Mar 17, 2022
Smart Brevity™ count: 1.5 mins... 382 words
“Spring forward” with your agency’s relationships and partnerships! Coterie Insurance shares how.
Let’s dive in…
One big thing - Check out the latest episode of “And I Quote”
Our thought bubble: In this episode, hear from Roger Hayek, agency owner at Hayek Agency and Christopher Depalma, a small business owner in Newbury Park, CA. They discuss their relationship as agent and small business owner while diving into their own stories emphasizing how they individually build trusting connections with their customers.
New to working with Coterie or need a refresher course on our Agent Dashboard?
Go deeper:Sign up and join our weekly demo held every Thursday at 1pm ET. There you can learn more about Coterie’s products and ask our team any questions you might have. If you can’t make the demo, you can always visit our Producer Resources page for updates and FAQs.
3. Events are back and Coterie is ready! 🗓️
What's next: The team at Coterie is hitting the road this spring! Here are upcoming events where you can stop by and say hello 👋
IACON 2022 in Columbus, OH on April 4th and 5th: Find Coterie at booth #52.
4. Coterie believes agents like you matter
Small business owners need a trusted advisor to help manage their professional risk.
The bottom line: In our latest blog, we share five reasons why independent insurance agents are key to small business success.
5. Learn about building trustworthy relationships
What's next: Coterie Insurance and Bold Penguin are teaming up to provide you with insights regarding technology and relationship building.
John Poucher, VP of Agency Growth at Coterie, and Chris Cheatham, Product Evangelist at Bold Penguin, will be speaking about the partnership between both companies while highlighting the necessity of providing speed, simplicity, and service to your clients.
