DiscoverAgency Intelligence: The Insurance Podcast NetworkThe Executive Sessions: Dana Coates, CEO And Director Of Strategic Partnerships At UWIB Risk & Insurance Solutions
The Executive Sessions: Dana Coates, CEO And Director Of Strategic Partnerships At UWIB Risk & Insurance Solutions

The Executive Sessions: Dana Coates, CEO And Director Of Strategic Partnerships At UWIB Risk & Insurance Solutions

Update: 2025-11-11
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Jason Cass sits down with Dana Coates, CEO and Director of Strategic Partnerships at UWIB Risk & Insurance Solutions, for an Executive Session recorded live at Accelerate to discuss mentorship, generational leadership, and the importance of letting new leaders grow through experience. Together, they explore how patience, trust, and lifelong learning shape success in the insurance industry.




Key Topics:




  • Transitioning agency ownership and leadership to the next generation




  • Mentoring younger leaders through patience, trust, and restraint




  • Lessons from building UWIB across multiple states and generations




  • The importance of allowing others to learn through mistakes and challenges




  • Balancing family, faith, and professional growth through leadership change




  • The evolving role of mentorship in shaping agency culture and vision




  • How resilience and lived experience create lasting impact in leadership




  • Maintaining a lifelong learning mindset through every stage of a career




  • Humanizing executives and preserving authenticity in leadership transitions




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Produced by PodSquad.fm

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The Executive Sessions: Dana Coates, CEO And Director Of Strategic Partnerships At UWIB Risk & Insurance Solutions

The Executive Sessions: Dana Coates, CEO And Director Of Strategic Partnerships At UWIB Risk & Insurance Solutions

Agency Intelligence