Duncan Crystal Shares How to Utilize Your Business’s Core Competency & Find Partners for the Rest

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

In this episode of And I Quote, Duncan Crystal, Co-founder of Herald, joins our host, Ann Boger, VP of Scaling at Coterie Insurance to discuss finding and focusing on your business’s core competency.
Knowing what your business excels in will help determine how you position and market your brand to your potential niche audience. Also, understanding what distinguishes you from your competitors will help you find the best partners that can complement and enhance your business.
It is easy to get distracted from the big picture or to be pulled in many different directions when you are starting out or even when industries are changing or evolving. As an owner or stake holder at your business, it is your responsibility to remember what your “core competency” is so you can stay on track.
Utilizing partners to build your business isn’t you taking the “easy” way, it is you taking the best way. Automation is good for your business. It isn’t eliminating you or any other human that works at your office, all it is doing is making it easier for you all to do your jobs more efficiently.
As an insurance agent, agency owner or broker, your focus should be on relationship building, connecting with clients, creating content that resonates with your audience and many other things that “can’t be automated”. This way, when it comes to providing a quote your potential client will already feel like they can trust you…plus it will help when you get them that quote quickly using technology like Coterie Insurance.
Listen to this full episode to learn more about Duncan’s story at Herald and how his story can help your business.
More about Herald:
Herald is building digital infrastructure for commercial insurance making it easier to quote and bind insurance from multiple carriers through a single API.
Learn more about Herald: https://www.heraldapi.com/
More about Coterie Insurance:
Coterie Insurance is simplifying small business insurance through speed, simplicity and service. Coterie is providing our partners and agents with the best solution for their clients.
Listen and subscribe to the And I Quote podcast on Apple Podcast, Spotify or YouTube.
Learn more about Coterie Insurance:
https://coterieinsurance.com/agents-brokers/
Become a Coterie Insurance Producer:
https://explore.coterieinsurance.com/become-a-producer