Best Simplifying Small Business Insurance Podcasts (2025)

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Go-to-Market Plays #9: Turning Customer Feedback into Strategy 10:25

3m ago10:25

10:25

Customer interviews are a goldmine for information and strategy ideas. But how do you turn their words into action? Daniel and Tamara talk about how customer feedback is great, but turning their insights into actual change is even better. First, you have to make sure you’re asking the right questions to get the information you need. Next, there’s t…

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Reverse Engineering Your Competition | Bathroom Break #57 🚽 10:26

1h ago10:26

10:26

How do you reverse engineer stuff in marketing? Should you copy your competitors? Daniel and Jay point out it’s not about copying your competition, but seeing what they’re doing and tweaking it to your brand. From category competitors to potential audiences for podcasts and newsletters, it’s a good idea to check them out and analyze. Who’s competin…

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How to Align Copy and Content with Creative Director of Sharma Brands, Carly Lieberman 32:08

5h ago32:08

32:08

What does it mean to be a creative director? Carly Lieberman, Creative Director at Sharma Brands, drops by the studio to chat about her experience merging copy, content, and design together to form cohesive ad campaigns. She imparts some of the wisdom she’s learned about making great ads, including the importance of knowing your audience, distingui…

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Go-to-Market Plays #8: How to Improve Your Website Messaging Today 12:11

3h ago12:11

12:11

Ever opened up a blank doc and spit out copy filled with buzzwords, vague benefits, or even nothing at all? Tamara and Daniel are here to help fix messaging woes. Good messaging can be hard to find—it’s important to remember that the best messaging is a middle ground: it’s not too fluffy, not too emotional, and not too technical or dry. Tamara walk…

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Marketing Strategies for Uncertain Times | Bathroom Break #56 🚽 11:37

9h ago11:37

11:37

There’s a TON of uncertainty in today’s climate: tariffs, regulations, etc. How should you deal with it when it comes to marketing efforts? Enter: transparency. Being clear about pricing and how it’ll affect your customers’ carts helps save you (and your team) from varying questions. Putting this notice on a landing page is a way to address it. Plu…

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324 - How to Navigate Social Media in 2025 with Nick Tran, ex-TikTok & FARFETCH Head of Marketing 52:32

12d ago52:32

52:32

It seems like social media changes a LOT. That’s because it’s changing everyday and as Marketers, we gotta stay ahead of the curve. This episode’s guest is Nick Tran, current CMO at FARFETCH and former TikTok, Hulu, and Samsung marketer. Here’s a truth some marketers don’t want to hear: most brands are playing it too safe and it can trap you in a c…

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Go-to-Market Plays #7: How to Reposition Your Product 16:33

5d ago16:33

16:33

Repositioning sounds scary. How do you do it the right way? Daniel and Tamara break down how an untapped audience and aligning your branding, messaging, and more may be the key to success…all without changing anything about the actual product. If your growth is stalling, if the market has shifted, it may be time to rethink your positioning. Tamara …

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Set Your Clients Up for Success: Why Insurance Agents Should Encourage Risk Mitigation Solutions 20:16

15d ago20:16

20:16

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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Why This Is Killing Your Marketing Strategy | Bathroom Break #55 🚽 10:28

16d ago10:28

10:28

Most marketers assume that more content ➡️more impact. But what if you're actually turning people off? Daniel and Jay talk about how negative signal is a silent killer. Stale automations, irrelevant emails, and lazy content are all included. Marketers have to make sure messages are balanced but still effective. And, things in the world have changed…

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323 - Principles of Effective Social Media Marketing with JS Stansel 36:34

10d ago36:34

36:34

We all know social media is important. But what’s the difference between those who DO social media and those who are social media managers? This episode’s guest, Jon-Stephen “JS” Stansel, breaks down what it really means to be a social media manager. Just because you have a car doesn’t make you a mechanic, and just because you have social media acc…

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Go-to-Market Plays #6: A Launch Channel That Most Marketers Totally Overlook 15:58

13d ago15:58

15:58

Daniel and Tamara have a channel that’s underutilized… There are a TON of different distribution tools at our fingertips. Product Hunt is the product marketer’s best friend. It’s basically free distribution, you can get ahead, and it's not used as much as it should be. BUT, you need the right prep and strategy to maximize your time using it. How do…

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Why Social Media is More Important Than Ever | Bathroom Break #54 🚽 13:01

15d ago13:01

13:01

To a lot of social media users, the intent algorithm is a mystery. To marketers, it’s a game you have to figure out. Daniel and Jay break down what’s changing with social media: the algorithms on your favorite platforms are showing you what they’d like to show you. They’re prioritizing users who are going to stick around longer. Marketers have to m…

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322 - How to Market AI Properly with Kylee Peña, Product Marketing Manager at Adobe 37:50

18d ago37:50

37:50

Show of hands, how many of us have used an Adobe tool in our careers? Chances are, that’s most of us. This week’s guest, Kylee Peña, is working on marrying AI into our beloved tools, including Premiere and Photoshop. Not only can these integrations make tools easier to learn for new learners, they can also help with ideation and creativity. What so…

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Go-to-Market Plays #5: How the IKEA Effect Affects Us 12:31

28d ago12:31

12:31

Truth: people love things more when they build it themselves. Called the IKEA effect, it’s a concept that impacts retention strategy, product satisfaction, and lifetime value. Building something gives people a sense of pride and accomplishment. We feel it’s a worthwhile investment, even if the bookshelf comes out slightly lopsided. Plus, what do Sp…

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SPECIAL SERIES: The Power of Building in Public | Bathroom Break #53 🚽 12:48

30d ago12:48

12:48

What’s the newest format that’s going viral? It’s building, behind-the-scenes, and sharing what goes into making something. Think about some things brands are posting about their products: the wins, the fails, how it all came together. Audiences eat this up. Building in public like this generates engagement. Jay gives an example of how huge compani…

1
How to Utilize Psychological Biases in Marketing with Sarah Levinger 40:06

1M ago40:06

40:06

Today's episode was recorded last year, but the insights are timeless. Burger King and McDonald's. Pepsi and Coca-Cola. Apple and Samsung. Sometimes, the best way to get users to buy your product is to anchor your image to another brand. In this episode from the vault, Sarah Levinger chats with me about how anchoring is an invaluable tool to build …

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Go-to-Market Plays #4: How to Execute a Comeback Campaign 10:59

1M ago10:59

10:59

Your best opportunities have already used your product before. How can you get them back before they disappear forever? Enter: the Comeback Campaign. Tamara says the point of the campaign is to remind people why they signed up in the first place and what they’re missing out on. Creating this type of FOMO can urge people to check you out again. From…

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SPECIAL SERIES: This Is How You Should Audit | Bathroom Break #52 🚽 11:47

1M ago11:47

11:47

We’re heading into a bumpy economy. So, it’s time to audit what we’re doing in marketing. How do we do that? Auditing is all about alignment. Are your brand’s efforts in line with what’s going on in the world? Are you wasting any money, time, resources, etc.? One of the first things to change is KPIs and really figure out what matters. Plus, it’s t…

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7 Deadly Sins of Websites with Sam Dunning 36:52

1M ago36:52

36:52

Today's episode was recorded last year but is still relevant today. Are you making these deadly sins in your marketing strategy? In this episode of the Marketing Millennials, Daniel sits down with Sam Dunning to discuss some of the biggest mistakes marketers make and how to avoid them. From hiding pricing to designing for ego, Sam shares his insigh…

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Go-to-Market Plays #3: How to Make Your Marketing Stick 13:05

1M ago13:05

13:05

There are three things guaranteed in life: death, taxes, and people forgetting about your campaign. How can you make your marketing and comms efforts memorable? Tamara mentions that most marketing fails to stick when marketers focus too much on the product features and not the emotional connection between the brand and the customer. People remember…

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Top Tips for Insurance Agents to Unlock Their Marketing Potential 14:53

1M ago14:53

14:53

In this episode of the And I Quote podcast, Ashleigh Burden of Coterie Insurance speaks with Alexandria Cardoze, the Digital Marketing Manager at Applied Systems. They discuss the evolution of marketing in the insurance industry, emphasizing the importance of data-driven marketing and personalization. Alex shares insights on effective marketing str…

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SPECIAL SERIES: The 7 Deadly Sins of Marketing | Bathroom Break #51 🚽 10:58

1M ago10:58

10:58

What should you NOT do in marketing? There’s lots, but Daniel and Jay are breaking it down in seven parts. First, when you market to everybody, you’re actually marketing to nobody. You’re gonna be more successful with a specific customer set in mind. Plus, narrowing it down makes positioning and messaging way easier. Also, are “best practices” actu…

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321 - How to Think Long Term in Marketing with Andrew LeRay, Director of Brand Marketing at National Women’s Soccer League 35:23

2M ago35:23

35:23

Have you noticed more and more people are watching women’s sports? This episode’s guest, Andrew LeRay of the National Women’s Soccer League, is on a mission to grow the league through brand, product, and more. How do you sell tickets and merchandise to people who may not know the league exists? Andrew suggests that education and brand awareness are…

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Go-to-Market Plays #2: How To Out Position Your Competitors 11:20

2M ago11:20

11:20

Small brands are up against bigger ones all the time. So, how can you be small but mighty? It’s easy to get swept up in competition and copy what other brands are doing, like using similar words and taglines. BUT, if you do this, you risk being a cookie-cutter product. The best brands don’t try to copy. They try to be unique. Enter: contrast market…

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How To Repurpose and Repost Content | Bathroom Break #50 🚽 11:37

2M ago11:37

11:37

Reposting vs Remixing: What’s better? In this special 50th episode of Bathroom Breaks, Daniel Murray is joined by the birthday boy, Jay Schwedelson, to discuss how to properly repost across different social channels. And why reposting without context could be killing your reach on LinkedIn and how to remix instead. If you’re a marketer who wants to…

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6 Quick Fixes to Improve Your Landing Page Conversions Today (Solo Edition) 7:26

2M ago7:26

7:26

Is your landing page quietly killing your conversions? If you’re spending money to send people to your landing page and they’re not converting, then you’re pouring water into a bucket filled with holes. This week, we go solo and dig into six high-impact landing page tweaks that don’t require a redesign, a dev sprint, or a full-blown overhaul. Just …

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Go-to-Market Plays #1: When To Do a Launch 13:53

2M ago13:53

13:53

A lot of marketers think launch starts on launch day…and they’re very wrong. In this new miniseries called Go To Market Plays, Daniel and Tamara break down go to market strategies in ten minutes or less. Tamara insists the best launches start months in advance, not just when you hit publish. Plus, Daniel and Tamara talk about launch seeding. People…

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SPECIAL SERIES: Steal These Rapid Email Tips | Bathroom Break #49 🚽 15:27

2M ago15:27

15:27

How do you get people to actually open emails AND engage with you? Daniel and Jay have some tips for you to take. First, you have to treat every email like it’s the receiver’s first email ever. Unlike social, you can’t just phone it in, so you HAVE to make it good right off the bat. Should you kick the non-engaged people off? Jay says that you shou…

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5 ChatGPT Prompts Marketers Need to Use (Solo Edition) 8:15

2M ago8:15

8:15

AI isn’t just a search engine and it isn’t just for research. It can be your secret weapon. Daniel’s sharing five prompts that can help YOU with generative AI. It’s more than just typing in a request and waiting for it to spit something out. Start building on your original request with questions like, “What emotional triggers are popping up?” or, “…

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320 - Creating a Market Category with Kari Hanson, CMO at Robin 38:02

2M ago38:02

38:02

Why create a new category instead of competing in an already existing one? This episode’s guest, Kari Hanson of Robin, is no stranger to creating, building, and scaling new things. Creating a new category is a great way to reframe the competitive landscape and requisition the status quo. There’s more than one way to solve problems, and your product…

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SPECIAL SERIES: Marketing Tactics for Small Budgets | Bathroom Break #48 🚽 9:09

2M ago9:09

9:09

Money doesn’t grow on trees, we all know that. But, you don’t need to break the bank to see results. Daniel says that if you start boosting Instagram posts with $10 to $20 a week, you can still see meaningful results. Lots of people are under the impression that Instagram and Meta costs a ton of money, and that’s just not the case. Plus, you can ev…

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319 - Guide to Marketing Complicated Products with Trey Ferro, CEO of Spot Pet Insurance 29:19

2M ago29:19

29:19

Have a dog? If you’re a Millennial or Gen Z, there’s a good chance you’re already owning your first pet. But do you have pet insurance? According to statistics, you probably don’t. This episode’s guest, Trey Ferro, is in the business of making sure you and your pet are insured. From unexpected vet visits to making sure your pup is fully vaccinated,…

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318 - How to Grow to 250k Followers in Under 3 Years with Bart Szaniewski of Dad Gang 35:07

2M ago35:07

35:07

What do you get when you mix hats, social media channels, and a bunch of dads? Bart Szaniewski and his buddies created Dad Gang with the mission of bringing dads together with cool hats. At first, it was all about creativity. And then it blossomed into multiple channels and multiple dads sharing their stories. Copy and captions became even more imp…

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Navigating the Future of Insurance with Bold Penguin 16:07

2M ago16:07

16:07

In this episode, Nicole Farley, VP of Carrier Operations at Bold Penguin, sits down with Chief Insurance Officer at Coterie, Bobbie Collies, to discuss the current landscape of small commercial insurance, the trends shaping the market for independent agents, and how Bold Penguin and Coterie Insurance are innovating to support agents in navigating t…

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SPECIAL SERIES: Keeping It Simple | Bathroom Break #47 🚽 11:44

2M ago11:44

11:44

Think about all the acronyms you use as a Marketer: BOFU, TTM, CAC, the list goes on. You and your coworkers might know what they mean, but the general population doesn’t. So, this episode is all about the importance of keeping things simple and easy to understand. Daniel mentions his general rule: make sure your copy is written so simply that a fi…

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6 Tactical Tips and Tricks for Writing (Solo Edition) 6:41

3M ago6:41

6:41

Daniel’s solo and he’s gonna teach you how to write better. You need a hook or something that’s going to really capture attention. (Most people decide if they’re gonna read something within the first two seconds.) Then, cut the fluff. You don’t need flowery language or fancy writing to get the job done. Plus, do you really need a stronger opinion, …

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317 - How to Stand Out In A Regulated Space with Andrea Becker 42:43

3M ago42:43

42:43

Healthcare is a HUGE industry. Marketing it is even bigger. How do you make sure it's effective? This episode’s guest, Andrea Becker, has seen it all during her 25 years in the healthcare marketing industry. And the KEY that hasn’t changed is trust. People’s health is no joke, and neither is access to care, information about symptoms, and tips and …

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SPECIAL SERIES: You’re Doing Merch and Swag Wrong | Bathroom Break #46 🚽 12:12

3M ago12:12

12:12

Think about your company’s merch and swag bags. They could use a refresh, right? Who wants another mug with your logo or a battery pack that won’t charge anything? Jay reveals the biggest mistake when it comes to merch: contests. Why? You need to give people the perception that they actually have a chance to win the item. Plus, Daniel talks about h…

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316 - 4 Pillars of a Known & Trusted Brand with Marcus Sheridan 41:15

3M ago41:15

41:15

How do you create trust between your brand and its audience? How do you get people to truly know what you’re all about? Google something right now. What’s the first thing that pops up on the page? In the past, you’d say a website link or shopping suggestions. But now, you get AI summaries, suggestions, and more. We’ve got Marcus Sheridan to break d…

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315 - The Inside Scoop on LinkedIn Marketing with Alex Rynne, Senior Content Marketing Manager at LinkedIn 39:46

3M ago39:46

39:46

We have an “in.” And she’s giving us the deets on everyone’s favorite platform, LinkedIn. Unlike other platforms, LinkedIn is all about businesses, professionals, and industry information. So when all of these things come together, there’s so much to talk about. Alex Rynne, Senior Content Marketing Manager at LinkedIn, has seen it all in her 10+ ye…

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SPECIAL SERIES: LinkedIn’s Latest Changes | Bathroom Break #45 🚽 11:17

3M ago11:17

11:17

LinkedIn made some changes. Have you noticed? Daniel and Jay are tackling Marketers’ favorite platform, LinkedIn. From new features on their newsletter capabilities to going deeper in email, there are little nooks and crannies to keep note of. How are these changes going to impact comment strategy? Are newsletter invitations to every connection act…

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314 - Why You Should Attend Events in Your Community with Aya Robinson, Opry Entertainment Group 20:59

3M ago20:59

20:59

Now that events are back in-person, are you going to them? This episode’s guest, Aya Robinson of Opry Entertainment Group, shares why going to events in your community is more than just about showing up. It’s a way to interact with and learn from the people near you. For example, when Aya moved to Nashville, she was able to attend events with assoc…

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313 - The Evolution of Influencer Marketing with Ryan Roth, from Peter Thomas Roth 32:31

3M ago32:31

32:31

It feels like influencers have been around forever: from QVC presenters to modern TikTok UGC creators, we’re surrounded by them all the time. But there’s still lots to learn about where influencer marketing could go in the future. Ryan Roth is the Assistant Manager of Social Media and Influencer Marketing at Peter Thomas Roth Clinical Skincare, a b…

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SPECIAL SERIES: Ridiculous Things People Say | Bathroom Break #44 🚽 11:18

3M ago11:18

11:18

Do you really have to love what you do, so it won’t feel like working? Are you overthinking everything in your life? Does anyone actually care about the Oscars or are we all just pretending to care? This week, Jay and Daniel discuss ridiculous (and even downright stupid) sayings about life and work—and how living your life by them may actually be u…

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How to Simplify Your Tech Stack (Solo Edition) 9:38

3M ago9:38

9:38

Take a look at your tech stack. It needs some cleaning, right? Spring is weeks away, but Daniel’s already thinking about spring cleaning: decluttering your tech stack should be at the top of your list. It cuts dead weight, makes things more efficient, and saves money in general. What are you using? What are you NOT using? Take some inventory of wha…

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312 - The Online Marketing Secrets You Need to Know with Amy Porterfield 39:11

3M ago39:11

39:11

Online marketing is changing every day. Are you keeping up with it? Amy Porterfield is an online marketing expert, consultant, and podcast host. Dedicated to helping people scale through email marketing, content creation, and even entrepreneurship, Amy has been in the biz for almost two decades... It’s changed a LOT. The key to keeping up? Personal…

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Navigating Challenges in Small Commercial Insurance with London Underwriters 32:10

3M ago32:10

32:10

Many insurance agents are missing a huge opportunity in the commercial insurance space, and CEO of London Underwriters, Dan Feigenbaum breaks that down in this episode of Coterie Insurance's podcast, And I Quote.In this episode of the 'And I Quote' podcast, Christine Morrison speaks with Dan Feigenbaum, CEO of London Underwriters, about the evoluti…

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SPECIAL SERIES: Little Ideas for Landing Pages | Bathroom Break #43 🚽 10:46

3M ago10:46

10:46

Are your landing pages GOOD? Probably. Are they converting? Well… Jay and Daniel are talking pages: landing pages, destination pages, pages people click on after seeing your ad, etc. You may get attention, but are users turning that attention into intention? You may be missing just a simple CTA or personalized element. Jay also adds that these page…

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311 - How To Make Merch That People Actually Want with Savannah Dmytriw, aka Merch Girly 35:41

3M ago35:41

35:41

Merch is still a valuable marketing tool in 2025, BUT it’s gotten way past pens and mugs with your branding on it. How can you level up your merch game and still be authentic? This episode’s guest is Savannah Dmytriw, aka Merch Girly. From new hire kits to awards and recognition items, Savannah believes merch doesn’t just celebrate but adds to ever…

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310 - How Food Brands Create Menu Hits with Jessica Serrano, CMO at Dig 26:51

4M ago26:51

26:51

The secret ingredient to success in the food industry isn’t a secret... it actually lies with your customers. In this episode, Daniel chats with Jessica Serrano, the mastermind behind the New York chain of locally farmed and fresh, fast-casual restaurants. From using in-season ingredients to making items from scratch, it’s proved to be a hit. Jessi…

Podcasts Worth a Listen

Simplifying Small Business Insurance Podcasts

Podcasts Worth a Listen