Agency Intelligence

In this episode of Agents Influence podcast, Jason Cass and Jeff Shi interview Tim Metzner, Co-Founder and Chief Strategy Officer of Coterie. Tim talks about what Coterie does to help small agencies and startups provide great service at a reasonable investment cost. 

Episode Highlights:

• Tim starts the episode by sharing that he is an iPhone user. (3:21)
• Tim shares that he hates to lose more than he loves to win. (3:49)
• Tim tells us that luck has been a bigger factor in his life. (4:22)
• Tim shares his background and how he got to where he is now. (5:12)
• Tim talks about being a Chief Strategy Officer and still hiring a CEO for his company. (9:37)
• Tim talks about how Coterie started and what the company is all about. (11:46)
• Tims shares that they use API integrations with most of InsurTech globally. (16:41)
• Tim explains the mechanics of Series A, B, C, D, and C rounds. (23:58)
• Tim talks about how Coterie works with partners and investors. (28:17)
• Tim shares about other InsurTech vendors that he knows of. (36:44)
• Tim talks about the genius model that’s behind the scenes, that allows companies to still be connected. (41:53)

Key Quotes:

• “We just believe that the fact that 40% of small businesses don’t have insurance is a big problem.” – Tim Metzner
• “We’ve said from the beginning, we want to build a great company that can last for a long time. And we’ve got patient investors who have bought into our vision, and that’s exciting.” – Tim Metzner
• “We want an agent to have a super easy button for a customer to quote and bind right on their website, we want them to make it easier to service a policy for their customers.” – Tim Metzner

Resources Mentioned:

Resources Mentioned:

• Tim Metzner LinkedIn
• Coterie
• Reach out to Jason Cass
• Jeff Shi Linkedin
• Agency Intelligence