Agency Intelligence

Agency Intelligence

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Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

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: