Getting Started with Coterie Insurance

Quote and issue small business insurance in minutes!

Step 1:

Log in to Coterie Insurance and see if a business is within appetite in 1-2 minutes!
Coterie Step 1

Step 2:

Add a few more details about the business & see the quote.
Coterie Step 2

Step 3:

At any point, you can make changes to the application and immediately see the price difference.
Coterie Step 3

Step 4:

Provide a quote to your business client & issue a policy in 4-5 minutes!
Coterie Step 4

Full Coterie Insurance Dashboard Demo

Coterie Dashboard Demo with Greg Cohen
Login to Coterie Insurance Now!

Get started quoting and writing policies today!

  • Access and Login to Coterie's Agent Dashboard:

    • Please go to dashboard.coterieinsurance.com/login
    • On the screen you will find a section for existing users
    • Select "Login" and you will get the following screen
    • Select "Forgot password?" and on the next screen input your email address
    • Check your inbox, and potentially spam folder, for the email that will allow you to reset your password
    • Once complete you will be all set!

Not yet affiliated with Coterie Insurance? No problem.

Become a Coterie Insurance Producer:

We help simplify your operations, enabling you to better serve small business clients with higher profits. Coterie offers unique BOP, GL and PL insurance products in 48 states (more coming soon!) and is backed by our A-(Excellent) rated insurance carrier partners. 

Register for our Weekly Demo and Q&A Session

We've set-up weekly platform demos and Q&A sessions that we encourage you to attend.

You can sign-up using the form linked below! We'll follow-up with a meeting invite and log-in credentials. 

Sign Up Here!