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Community Insurance Partners Podcasts

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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

Coterie Insurance, Simplifying Small Business Insurance

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Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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Around Our Community

Community Insurance Partners

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Discussing all matters that are relevant to our community in Mobile, Alabama, Baldwin County, Mississippi Gulf Coast, and Florida Panhandle areas. We will frequently have relevant guests such as local politicians, government officials, community leaders, health care providers, and more. Hosted by Jason Jones & John Wagner with Community Insurance Partners - Medicare Benefits Store.
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CACM CHAT - HOA LIFE

Tom Freeley, California Association of Community Managers

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CACM Chat – HOA Life where no HOA topic is off the table. We’ll bring you stories, trends, legislative matters and best practices in HOA management straight from the day-to-day professionals who work in the California community association management industry and the expert Industry Partners that serve HOAs. CACM was founded in 1991 to elevate professionalism in community management through California specific education and certification. Rapidly changing laws, new advanced technology, and a ...
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Between Two Doors

Nathan Carver

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Between Two Doors is a unique exploration of the real estate world through the eyes of its most fascinating professionals. Hosted by Nate Carver, a seasoned mortgage expert, and proud veteran, this podcast dives deep into the personal journeys of realtors, offering listeners insider perspectives on the challenges, successes, and the little-known stories behind the sale signs. From first-time buyers to seasoned investors, Between Two Doors provides valuable insights, tips, and tales that illu ...
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🎙️ The Driven to Succeed Real Estate Podcast Hosted by Brandon Olson Welcome to The Driven to Succeed Real Estate Podcast — the go-to show for real estate professionals, mortgage experts, and high-performance entrepreneurs who are hungry for growth. Whether you're a seasoned agent, a rising loan officer, or just getting started in the industry, this podcast delivers actionable strategies, real-world insights, and powerful conversations that will take your business to the next level. Hosted b ...
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Coso Capital

Denny Troncoso

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Welcome to the Coso Capital Show! Thanks for stopping by! Coso Capital is a show dedicated to wealth building and private investing, but at its core, it’s really about designing the life you truly want. Whether you’re here to learn about personal finance, real estate, business, or personal development, we’ve got plenty of topics to explore. Who are we? We’re Denny and Dessiree (or just Dessi). Like many, we once wished for more—more freedom, more time, more financial security. Eventually, we ...
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“Health Systems Pathways” is a podcast designed to share insights that inform, inspire, and invite discussion about what should be done to make it easier for people to navigate complex health systems. Expert hosts bring you this podcast to share insights from PSI programs and other health partners related to Health Systems Strengthening (HSS). Health Systems Pathways is produced by the SCL Agency Ltd.
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Weekly Impact by Lay of The Land

Jim Haviland and Kris Snyder

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Weekly Impact by Lay of The Land is Jim Haviland and Kris Snyder's deep dive into the timeless lessons from Cleveland's most inspiring founders, CEOs, and leaders, alongside timely updates on community developments throughout Northeast Ohio. Join us each week as we uncover the insights and stories that shape our region's professional landscape.
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The Cyber Sentinel Podcast with host Alan Adcock CEO, Automated Solutions Consulting Group, Inc. Alan founded ASC Group as a technology services provider for the small-to-midsize business community. Over time, they have evolved to specialize in data reliability and security for schools, medical practices, and remote workforces. Their clients can rely on their infrastructure to provide business continuity and rely on his team of network experts to uphold ethical business practices and standar ...
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Carl Self is first and foremost a proud father to Jordan and Alexis, but he is also a Senior Mortgage Originator licensed in the state of Washington since 1989. He started out part-time while working as an insurance agent for Pacific Cliffs Financial, and soon learned that he’s truly passionate about helping people to purchase a home. Having fallen in love with the mortgage industry quite quickly, Carl spent time reading and obtaining all of the information available to better serve his clie ...
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Grantvanzyl.com

Grantvanzyl.com

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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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Georgia Baker, Interim CEO of YMCA South Alabama, joins us to discuss all of the wonderful programs offered by the YMCA for all age ranges, from infants to seniors. If you're interested in partnering with the YMCA to sponsor a child or some of their community programs, contact Georgia at 251-432-4768 To learn more about YMCA of South Alabama and th…
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It's Cybersecurity Awareness Month and we invite insurance agents to listen to this episode to get their small business clients prepared. In this episode, Ashleigh Burden and Eder Ribeiro discuss the critical importance of cybersecurity and cyber insurance for small businesses. They explore common misconceptions about small business security, the i…
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In Episode 43 of Between Two Doors, Nate Carver welcomes Shannon Conradi of Propy to explore how cryptocurrency and blockchain are reshaping the real estate industry. Realtors and buyers alike will learn how digital earnest money deposits, KYC verification, and in-house crypto-to-USD conversions make transactions faster, safer, and more transparent…
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In this conversation, Steve Barnard, Principal AI Engineer at Coterie Insurance, shares how the company is leveraging artificial intelligence and machine learning to make insurance faster, simpler, and more accurate for agents, brokers, and policyholders. Steve discusses the challenges of balancing innovation with compliance, the importance of trus…
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In this episode, host Celeste Huecias of CACM sits down with Pauline Madduma, CACM’s Director of Education & Credentialing, to share an exciting new opportunity in the world of community management education. CACM has partnered with Santiago Canyon College to launch a Community Management Program designed to prepare the next generation of indus…
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Episode 89 of the Driven to Succeed Real Estate Podcast features Realtor Mallory Johnson with Engel & Völkers, who shares practical insights for first-time homebuyers: How Minnesota Housing down payment assistance works Other options like NeighborWorks and local programs Myths that hold buyers back (20% down, perfect credit) Negotiating seller-paid…
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This week’s episode of CACMChat: The HOA Life, guest host Alia Saouli of CACM dives deep into the world of leadership, mentorship, the importance of setting healthy boundaries in our industry and more. Joining the conversation are Robin Romo, CAMEx, MCAM-HR, and Robert L. Smith, MBA, CCAM-HR, who bring their insight, experience and practical advice…
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Jay Stubbs, CLU, Sr. Partner and Risk Management Specialist with Providence Partners joins us in studio! Jay Stubbs has been a student and leader of the insurance business since 1999. With extensive risk management knowledge, he can easily communicate the opportunities for planning and problem solving in life insurance, disability, and long-term ca…
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In Episode 42 of Between Two Doors, Devin Dubuc becomes the host and interviews his close friend and our favorite mortgage guy, Nate Carver. It is a powerful conversation that bridges service, sacrifice, and success. Nate shares his remarkable journey from military service to mortgage lending, highlighting how his passion for helping others has car…
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In this episode of the And I Quote podcast, Ashleigh Burden interviews Laura Gruselski, a bilingual independent insurance agent. They discuss Laura's journey in the insurance industry, her mission-driven agency, and her focus on serving underrepresented communities. Laura shares insights on branding, community engagement, and the importance of educ…
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Join guest host and CACM Communications Manager, Celeste Huecias, for a quick roundup of all the latest news and happenings at CACM! From upcoming Fall Forums and our High Rise & Large-Scale Summit to Golf Trick-or-Tee events, legislative updates on AB 130 and a warm welcome to our newest team members—Celeste covers it all and more. Stay in the…
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In this episode of Between Two Doors, Nate Carver sits down with Jim Henderson & Jodi Foster of Sleep in Heavenly Peace TX-Melissa, a nonprofit dedicated to ensuring no child sleeps on the floor. Jim shares how he and his wife, Jodi, brought this life-changing mission to our community, turning rough lumber into handcrafted beds complete with mattre…
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Buying a home is one of the biggest investments of your life—but without a proper inspection, it can also be one of the riskiest. In this episode of Between Two Doors, host Nate Carver sits down with Jim Henderson and his wife Jodi Foster of Henderson Home Inspection to demystify the process and explain why every buyer—yes, even those purchasing ne…
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Buying a home? One of the most critical steps you’ll face is the appraisal—and knowing how it works can save you stress, money, and surprises. In this episode of Between Two Doors, Nate Carver sits down with Emma Henderson, Vice President of Client Relations at AMC Encore, to unpack what appraisals really mean for first-time buyers. Emma explains h…
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Buying a home is exciting—but what happens when your AC breaks two weeks after moving in? In this episode of Between Two Doors, host Nate Carver sits down with David Alan Cox, Senior Account Executive at Old Republic Home Protection, to unpack why a home warranty is one of the smartest investments a homebuyer can make. With nearly two decades in re…
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In this episode of Between Two Doors, Nate Carver sits down with Dustin Paine, a seasoned entrepreneur, rancher, and insurance expert based in Van Alstyne, Texas. Dustin shares his journey from college baseball to building a thriving insurance agency, coaching business owners, and serving on the local Chamber of Commerce. He offers valuable insight…
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Buying a home in Alabama is exciting, but protecting that investment starts before you move in. In this episode of *Between Two Doors*, host Nate Carver talks with Marcus Parson, founder of Parsons Pest Detectives, about the hidden risks pests pose to homeowners. From costly termite damage to unexpected rodent infestations, Marcus shares real stori…
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In this episode of CACMChat: The HOA Life, CEO Tom Freeley welcomes Charlotte Allen of Socher Insurance Agency, a HUB International Company, for a myth-busting conversation about the California FAIR Plan. Drawing on over 20 years in the HOA insurance industry and on her recent article on the topic, Charlotte breaks down what’s changed, what’s misun…
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In this episode of Between Two Doors, host Nate Carver sits down with Lisa Mann, a Broker Associate with eXp Realty in Cypress, TX, who has made it her mission to serve military and veteran families. Lisa shares her inspiring journey in real estate, her dedication to giving back through charity events, and how she blends professionalism with a true…
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Kendell Young, Homeless Outreach Coordinator with the City of Mobile, joins us in studio with special guest host, Eric Lindmark from Waterfront Rescue Mission. Homeless individuals needing assistance can reach out by dialing 2-1-1, or by calling Kendell at 251-406-1910. ------------ This episode is guest hosted by Eric Lindmark, Director of Develop…
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Buying your first home is exciting—but navigating insurance can feel overwhelming. On this episode of Between Two Doors, Nate Carver sits down with Blayke Breeding, Account Executive at Goosehead Insurance, to break down everything first-time homebuyers need to know about protecting their biggest investment. Blayke shares how she shops over 60 carr…
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In this episode, guest host Celeste Huecias sits down with Karen Kokowicz, CCAM, President and Owner of Coro Community Management & Consulting, to explore the heartfelt journey behind the creation of Happy Minds Network, a peer-to-peer support group built by and for CID managers. With nearly 30 years in the industry, Karen shares how personal loss,…
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Thinking about building wealth through real estate but unsure where to start? On this episode of Between Two Doors, Nate Carver sits down with Damon Boudreaux, a seasoned creative real estate investor from Lafayette, Louisiana. Since 2003, Damon has built a thriving business helping people break free from the 9-to-5 grind by using innovative strate…
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Struggling to buy a home because your credit score is holding you back? In this episode of Between Two Doors, Chelsea Price, Director of Operations at Mortgage Ready LLC, shares how her team helps homebuyers nationwide reach a mortgage-ready credit score quickly—often in just 3–6 months. With over 14 years of experience, Chelsea explains how Mortga…
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Travis Toth, Area Director with CBMC (Christian Business Men's Connection) joins us in studio. Travis previously served as the Senior Associate Athletic Director for External Affairs with the University of South Alabama, as well as the General Manager of the Mobile BayBears. If you have questions or want more information about CBMC, Travis can be r…
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In this episode of the And I Quote podcast, host Ashleigh Burden speaks with Giovanna Plum. Giovanna shares her journey in the insurance industry, the evolution of technology in the field, and how MEA Brokerage is adapting to meet client needs. Giovanna emphasizes the importance of customer service, the use of technology for efficiency, and the sig…
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We’re back with another round of you’ve-got-to-be-kidding-me HOA stories! From emotional support chickens and elephant birthday requests to a homeowner who thought the HOA was a scam, these real-life manager submissions prove that truth is definitely stranger than fiction. CACM’s Celeste Huecias shares some of your wildest stories of community mana…
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Why wait until you save 20% down? In this episode of Driven to Succeed, Brandon Olson sits down with Kama Johnson — a 27-year industry expert from Arch MI — to explain how mortgage insurance actually empowers buyers to keep more cash on hand, move faster, and invest smarter. Topics include: ✅ The truth behind the 20% myth ✅ How to decide between up…
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Kevin Lazarus, found of First Step Ministry, joins us in studio, along with Eric Lindmark from Waterfront Mission, to discuss his organization's work in the community to serve the unhoused & downtrodden, including helping them to get started with basic needs like proper identification and qualifying for assistance programs to get them back on their…
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James Lynum joins us in studio to discuss his vision for a new startup mission, Destined For Greatness. James talks about the struggles he had growing up, and how they gave him a desire to reach troubled youth in our communities. ------------ Learn more about Community Insurance Partners and how we help our clients with Medicare, at: www.cipmedicar…
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In this episode, CACM’s Celeste Huecias chats with Maria Hernandez, MCAM, CCAM- PM, about her 20+ year journey in community management and the launch of her company, Tailored Management Solutions (TMS). Maria shares what inspired her to start TMS, the importance of honesty and humility in leadership, and why taking chances can open new doors in the…
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In this episode of The Driven to Succeed Real Estate Podcast, host Brandon Olson sits down with Tracy Shalander, Realtor with Realty Group and LPT Realty, to break down one of the most powerful but underused strategies in today's real estate market: using seller-paid discount points to buy down the interest rate. 👉 What’s better for the buyer — a p…
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In this episode of the podcast, Ashleigh Burden interviews Alexander Dopazo, Vice President of Dopozo Insurance. They discuss his journey in the insurance industry, the importance of building a network, understanding client needs, community engagement, leveraging technology, measuring success, and the future of the insurance industry. Alex emphasiz…
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What does it really mean to serve on the CACM Board of Directors? In this episode, host Tom Freeley sits down with Jeremy S. Wilson, CAMEx, CCAM, Vice Chair of CACM’s 2025 Board of Directors, for a candid conversation about board service, leadership and professional growth. From what inspired him to get involved to the day-to-day responsibilities o…
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In this episode, Brandon Olson interviews Minnesota-based realtor Trib Balbhadr. Known for his passion, initiative, and relentless focus on relationship-building, Trib reveals how he guides first-time buyers through the real estate journey and earns lifelong trust. A must-listen for agents who want to deepen client loyalty and level up their game.…
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Real Estate Investing, Personal Finance, and Wealth Building Education Helping People Build Prosperity with Real Estate and Smart Financial Strategies 🚀 Welcome to the Coso Capital Podcast, your go-to channel for real estate investments, mortgage loans, and financial education—designed to help YOU achieve financial freedom in the U.S. and worldwide…
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In this episode of CACMChat: The HOA Life, guest host Celeste Huecias is joined by Kathryn Henricksen, CAMEx, CCAM, for an insightful conversation on ethics and professional standards in the community management industry. Kathryn shares her journey in the HOA world, her role within CACM’s Professional Standards Committee and why ethics are the foun…
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Eric Lindmark (Regional Director of PR & Development) and Mark Isbell (Executive Director of PR & Development) with Waterfront Rescue Mission join us in studio! Eric & Mark discuss their paths in life that lead them to the Waterfront team, as well as all of the great things WRM does in our communities for the Mobile & Pensacola areas, including a n…
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🚨 REAL ESTATE AGENTS — Don’t Let Your Clients Slip Away! 🧠💼 In Episode 85 of The Driven to Succeed Real Estate Podcast, Brandon Olson sits down with mortgage expert Steve Furlong to break down what every agent needs to know right now: ✅ How to protect your database from client poaching ✅ The secret to fanatical prospecting that actually brings in r…
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In this episode of the Driven to Succeed Real Estate Podcast, Brandon sits down with Laura Sauer, a seasoned insurance agent from The Insurance Shop, to break down the insurance challenges hitting Minnesota homeowners in 2025. 🎯 Key topics include: Why Minnesota premiums are skyrocketing due to hail storms and severe weather The hidden risks of con…
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Guest host Celeste Huecias from CACM sits down with CACM’s Educational Events Coordinator Korinna Peterson to talk about all things education. From current and upcoming events to ways to get involved, this quick episode has everything you need to stay in the know. Whether you're a manager or industry partner, tune in for a fast track to what’s happ…
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In this episode of the Driven to Succeed Real Estate Podcast, host Brandon Olson sits down with Minnesota-based real estate professional Cortney Tschida to explore her remarkable journey into real estate—starting during the chaos of COVID, fueled by courage, client commitment, and an unmatched work ethic. From reeling in big bass at fishing tournam…
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In this episode of the And I Quote podcast, Ashleigh Burden speaks with John Morlan, founder and CEO of Smarter Risk, about the unique challenges small businesses face in risk management. They discuss the importance of having a solid risk management plan, the role of insurance agents, and the partnership between Coterie and Smarter Risk. John share…
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Lieutenant Colonel (Ret.) Robert Barrow, with South Alabama Veterans Council, joins us in studio to discuss how they support the local veterans in our community, as well as upcoming events honoring veterans. To learn more about South Alabama Veterans Council (SAVC), please visit: https://savc.info/ ------------ Learn more about Community Insurance …
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In this episode of CACMChat: The HOA Life, guest host Alia Saouli of CACM sits down with Tera Willis, CCAM, of Vintage Group Management and Amy Hawkins, CCAM, of Menas Realty Group for an honest, manager-to-manager discussion. With different levels of experience and working in separate regions, Tera and Amy bring diverse perspectives to shared indu…
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Episode 82 – Featuring Jessica Lowe In this inspiring episode of the Driven to Succeed Real Estate Podcast, Brandon Olson sits down with award-winning Minnesota Realtor, Jessica Lowe, to talk about her incredible transition from marketing into the world of real estate. Jessica opens up about: Her early career in marketing and how it shaped her real…
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How do you scale health insurance access across 13,000 islands? In this episode, host Alex Ergo speaks with Trisna Sari of BPJS Kesehatan about Mobile JKN — Indonesia’s digital gateway to its national health insurance scheme. Trisna shares how the innovation was born out of a need to ease administrative bottlenecks as the JKN program rapidly expand…
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In this week’s episode of CACMChat: The HOA Life, Alia Saouli and Celeste Huecias of CACM sit down and have a candid conversation about community management. This crash course episode dives into what the industry is all about, the kind of person it takes to thrive and how to find your place in this unique and rewarding field. With reflection on the…
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In this episode of the Coastal Capital Podcast, we take a deep dive into Rich Dad Poor Dad by Robert Kiyosaki—the book that sparked my real estate investing journey! 📘💰 We’ll break down key lessons, mindset shifts, and how the "rich dad" philosophy can help you build wealth through assets, not just paychecks. Plus, I’ll share updates on my latest r…
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Discover the charm of Baldwin County with Tracey Goens, a top 1% realtor in the area, in this episode of Between Two Doors. Tracey, a lifelong resident and dedicated real estate professional since 2005, shares her insights on the unique real estate landscape of Baldwin County. From the beautiful bayfront parks to the vibrant local music scene, Trac…
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