Agency Intelligence

In this episode of the Agency Freedom Podcast, James talks with Jason Johnson and Katherine Jones from Coterie Insurance. Episode Highlights: Katherine discusses her role as Director of Communications for Coterie. (4:49) Katherine and Jason explain that Coterie is a managing general agency and that they do not want to be a direct to consumer company. (7:56) Jason explains his role as the Director of Agency Experience as well as his philosophy within the company. (10:50) Katherine and Jason share their experience of letting go of talented people in order to balance the financial stability of the company. (15:04) Jason shares about their new products and services that are about to come out, like the technology they call "Simply Bind". (21:42) Katherine shares how grateful they are to agents and brokers, and opens up about their company's podcast. (28:15) Jason explains that Coterie is helping agents by focusing on speed, simplicity, and finding new ways to make sure that agents are capitalizing on