Producer Resources 

Everything you need to get started with Coterie Insurance!

Log into Your 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!
Questions? Concerns? Log in issues?
Email producers@coterieinsurance.com.
Login To Agent Dashboard
Get Started With Coterie

Not yet affiliated with Coterie Insurance? No problem.

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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. 

Become a Coterie Producer

Resources & Downloadable Documents

Let us know if you have any document suggestions by emailing support@coterieinsurance.com

Need to update an existing policy? Use this form.

Open Policy Change Form

The following documents are for your use. If you don't see something that you think would be beneficial to supporting you or your small business clients, please reach out to support@coterieinsurance.com.

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Coterie Overview

What is Coterie and why you should be interested in checking us out.   

Download now. 

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Why Work With Us

Help your clients understand Coterie Insurance.

Download now. 

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The Top 100

The Top 100 business classes where Coterie writes 100% of the businesses with under 50 employees.

Download now. 

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Why Choose Us for

Your Restaurant Business

Help your clients understand Coterie Insurance.

Download now. 

 

The following documents are for your use. If you don't see something that you think would be beneficial to supporting you or your small business clients, please reach out to support@coterieinsurance.com.

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BOP Overview

Our BOP bundles property and liability coverages
for a broad number of small businesses.

Download now. 

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General Liability Overview

Our GL policies give your clients the peace of mind in knowing they have the right coverage, at an affordable price.

Download now. 

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PL Overview

Our PL policies, also known as Errors and Omissions, gives small business clients peace of mind. 

Download now. 

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Coterie Appetite Guide 

What and where businesses can rely on our seamless quotes and coverage.

Download now. 

The following documents are for your use. If you don't see something that you think would be beneficial to supporting you or your small business clients, please reach out to support@coterieinsurance.com.

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Sample Liquor Liability Endorsement

Sample of our Liquor Liability Endorsement.

Download now. 

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BOP Endorsement Comparison

Details for our optional BOP endorsements.

Download now. 

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Restaurant Program Details

Eligible classes and summary of optional Restaurant endorsement

Download now.

 

The following documents are for your use. If you don't see something that you think would be beneficial to supporting you or your small business clients, please reach out to support@coterieinsurance.com.

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Sample GL Base Policy

Sample of our GL Base Policy.  

Download now. 

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Sample BOP Base 

Sample of our BOP Base Policy.

Download now.

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Sample PL Base Policy

Sample of our PL Base Policy.  

Download now. 

 

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Sample Restaurant Endorsement

Sample of our Restaurant endorsement.  

Download now. 

 

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Sample Hired Auto and Non-Owned Auto Liability 

Sample of our Hired Auto and Non-Owned Auto Liability.

Download now. 

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Benchmark Credit Report

AM Best Benchmark Insurance Group credit report August 18, 2020.

Download now.

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Spinnaker Credit Report

AM Best Spinnaker Insurance Company credit report September 24, 2020.

Download now.

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Clear Spring Credit Report

AM Best Clear Spring Property and Casualty Company credit report September 1, 2020.

Download now.

 

 

Curious if we can cover your business?

Instantly see if an industry is in our appetite.

Availability

General Liability and Business Owner Policy Availability

BOP Map - All @300x

Professional Liability Policy Availability

PL Map - All @300x

Click here for the Coastal Property Restrictions Map

We do not currently have a wind/hail exclusion. Instead we have closed coastal zip codes which will only offer GL, no property coverage. If you only see GL as a policy selection your risk likely falls in one of those zip codes. Please use the link to search by zip code to see if your risk is eligible for a BOP. 


Get Your CISR Designation On US!

 

Scholarships-1

Coterie is giving back to our agent community!

Click the button below to learn more about why we created this program and how you can qualify for a scholarship to earn your CISR designation on US!

Learn more!

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 below! We'll follow-up with a meeting invite and log-in credentials. 

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

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

 

Know someone who would like Coterie? Refer them!

For every referral received that signs up with Coterie and issues their first policy within 30 days, we will give you BOTH $50!
Simply fill out the form below, and we will take it from there.

Know an agent that could benefit from Coterie?

Refer them today.

For every referral received that signs up with Coterie and issues their first policy within 30 days, we will give you BOTH $50!
Simply fill out the form below, and we will take it from there.

Coterie Insurance News

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The Coterie Insurance Blog

Great content that is geared toward you.