In this conversation, Bobbie Collies Chief Insurance Officer at Coterie Insurance, and Karnina Szymanski, Chief Customer Officer at Bold Penguin discuss their experiences in the insurance industry and the role of technology in empowering agents. They also touch on the importance of diversity and inclusion in leadership positions. The conversation highlights the need for agents to leverage technology and data analytics to better serve their customers and navigate the evolving landscape of emerging risks. They also discuss the partnership between Bold Penguin and Coterie and the value of collaboration in driving innovation in the industry.
Takeaways:
- Agents should leverage technology and data analytics to streamline their workflows and focus on providing personalized risk advisory services to their customers.
- The insurance industry is experiencing an increase in complexity and emerging risks, making it crucial for agents to stay informed and adapt to changing customer needs.
- Diversity and inclusion in leadership positions are essential for driving innovation and creating a more welcoming and inclusive industry.
Partnerships between insurtech companies like Bold Penguin and Coterie can provide agents with efficient and accurate solutions to meet their customers' needs.
- The insurance industry's future lies in the collaboration between technology and human expertise, allowing agents to build strong relationships with their customers and provide tailored coverage options.
Timestamps:
00:00
Introduction and Background
02:02
Karneena's Role at Bold Penguin
04:07
The Growth of Bold Penguin
05:53
The Synergy Between Bold Penguin and Coterie
06:33
Empowering Agents Through Technology
09:58
Streamlining the Underwriting Process
13:20
Personalization and Customization for Agents
15:32
Navigating Automation and Personalization
19:46
The Importance of Diversity and Inclusion
23:24
The Next Big Thing for Agents
24:54
Challenges and Advice for Women in the Industry
32:18
Walk-Up Song and Closing Remarks
Connect with Bobbie Collies on LinkedIn:
https://www.linkedin.com/in/bobbiecollies/
Connect with Karnina Szymanski on Linkedin:
https://www.linkedin.com/in/karnina-szymanski-47610312/
Follow Coterie Insurance on Linkedin:
https://www.linkedin.com/company/coterieinsure
Follow Bold Penguin on Linkedin:
https://www.linkedin.com/company/bold-penguin/
