))
Rachelle Cobarriubias Shares How Technology Helps her Insurnace Agency Allocate Time and Energy to Building Relationships with Clients
Manage episode 356594695 series 3453049
Kandungan disediakan oleh Coterie Insurance, Simplifying Small Business Insurance, Coterie Insurance, and Simplifying Small Business Insurance. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Coterie Insurance, Simplifying Small Business Insurance, Coterie Insurance, and Simplifying Small Business Insurance atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Rachelle Cobarriubias, Insurance Broker at MEA & Associates Inc, shares how she continues to uplevel her agency and her clients experience through technology.
Rachelle works closely with Coterie Insurance and shares her experience being an agent and beta tester of launches, like our SimplyBind Experience. As a positive advocate, Rachelle shares her honest thoughts about the speed, simplicity and service that Coterie is providing for her, her team and her agency.
Rachelle recalls when she first started working in the insurance industry and was being mentored by her mom. She laughs about the long tedious process and all the steps you used to take before mailing out the policy to the company. From typewriters to paper applications to triplicate paper, the insurance industry has come a long way.
It is important to meet your clients needs and expectations by continuing to stay up to date with the latest insurance technology. Making this move will help you better serve the businesses that come to your agency.
The And I Quote podcast is brought to you by Coterie Insurance. Coterie is simplifying small business insurance. With just a business name and address, Coterie's digital underwriting will pre-fill the answers to the questions to help you get to a bindable quote, faster.
The intro and outro music was created and produced by Coterie Insurance's very own, Brad Schnittger.
This episode was hosted by Ann Boger. You can connect with her on LinkedIn:
https://www.linkedin.com/in/ann-boger-5b267349/
Want to learn more about Rachelle and MEA & Associates Inc:
Connect with Rachelle on LinkedIn:
https://www.linkedin.com/in/rachelle-cobarrubias-25424a155/
Visit MEA & Associates Inc:
https://www.meainsurance.com/
Want to learn more about Coterie Insurance:
https://coterieinsurance.com/
Want to hear more about the SimplyBind Experience and the Coterie Insurance Dashboard. You can listen to this podcast episode with our VP of Insurance and VP of Data Analytics:
https://www.youtube.com/watch?v=_oC-zpR9znQ
Follow Coterie Insurance on LinkedIn to stay up to date on everything going on:
https://www.linkedin.com/company/coterieinsure
54 episod
Kongsi
