Producer Resources

Everything you need to get 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


Coterie Insurance Digital Appetite Guide

Coterie Insurance News

Coterie Highlights:

Copy of Copy of Copy of Copy of Coterie Connection

Stay up-to-date on all things Coterie Insurance with Coterie's weekly newsletter.

The Coterie Insurance Blog

Great content that is geared toward you.


Access and Login to Coterie's Agent Dashboard:

  • Please go to
  • 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. 

A Small Business Toolbox:

New Brochure for Your Home-Based Business Clients! Download this brochure for your home-based business clients here or email to add your own logo & company information!

Please use the following links to our content to help simplify insurance options for your small business clients.

Policy Change Form:

When an insured, producer, or other associated party requests a change to be made on a policy, please update using this form--conveniently located in a variety of spaces for your ease of use.

Downloadable Documents:

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

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Coterie Appetite Guide 2021

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

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Coterie Overview

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

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The Top 100

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

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BOP Overview

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

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General Liability Product Highlights

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

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PL Overview

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

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Sample BOP Base Policy

Sample of our BOP Base Policy.

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Sample PL Base Policy

Sample of our PL Base Policy.

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Sample GL Base Policy

Sample of our BOP Base Policy.

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Sample Restaurant Policy

Sample of our Restaurant Policy.

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Sample Hired Auto and Non-Owned Auto Liability 

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

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BOP Endorsement Comparison

Our current and proposed mandatory BOP endorsements as of March 2021.

Restaurant Endorsement to BOP

Our endorsements to BOP for a restaurant policy.

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Benchmark Credit Report

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

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Spinnaker Credit Report

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

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Clear Spring Credit Report

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


General Liability and Business Owner Policy Availability

BOP Map - All @300x

Professional Liability Policy Availability

PL Map - All @300x

Workers Compensation Policy Availability

WC Map - All @300x

Coastal Property Restrictions - Click here or the map below to go to link to a live view

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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. 

Producer Referral

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.