Coterie Insurance Producer Resources

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 marketing@coterieinsurance.com.

The Coterie Difference

Meet the company agents and brokers are asking for!

Coterie Overview

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

Why Work With Us

Help your clients understand Coterie Insurance.

The Top 100

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

The SimplyBind Experience Fact Sheet

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Why Work with Us For Your Restaurant Business

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Coterie Insurance Claims Resource

Ivans Download FAQsInterested in integrating your Agency Management System with Coterie Insurance? Now, with Ivans Download it's easier than ever! Learn more here.

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.

Business Owners Policy Overview

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

General Liability Overview

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

Professional Liability Overview

PL insurance, also known as Errors & Omissions or E&O insurance, helps protect your small business from failure to uphold contractual promises in mostly service-based professions.

Coterie Appetite Guide

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

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.

Sample Liquor Liability Endorsement

Sample of our Liquor Liability Endorsement.

Sample Hired Auto and Non-Owned Auto Liability

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

Sample Restaurant Endorsement

Sample of our Restaurant endorsement.

Restaurant Program Details

Eligible classes and summary of optional Restaurant endorsement

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.

Sample GL Base Policy

Sample of our GL Base Policy.

Sample BOP Base

Sample of our BOP Base Policy.

Sample PL Base Policy

Sample of our PL Base 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.

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Owners, Lessees or Contractors

With Additional Insured Requirement In Construction Contract

Managers or Lessors of Premises

Primary and Noncontributory

Other Insurance Condition

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Lessor of Leased Equipment

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Transfer of Rights of Recovery

Against Others to Us

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Cannabis Liability Exclusion

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Unmanned Aircraft Exclusion

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Access or Disclosure of Confidential or Personal Information and Data-Related Liability – with Limited Bodily Injury Exception

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Amendment of Personal and Advertising Injury Definition

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Communicable Disease Exclusion

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Damage to Work Performed by Subcontractors on Your Behalf Exclusion

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Exterior Insulation and Finish Systems Exclusions

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Amendment of Insured Contract Definition

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Fungi or Bacteria Exclusion (Liability)

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Cap on Losses From Certified Acts of Terrorism

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Silica or Silica-Related Dust Exclusion

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Disclosure Pursuant to Terrorism Risk Insurance Act

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Calculation of Premium

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Total Pollution Exclusion

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Exclusion Volunteer Workers

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Abuse or Molestation Exclusion

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Employment-Related Practices Exclusion

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Business Owners Coverage Form

Contractors

Contractors Installation, Tools, and Equipment Coverage

Pest

Pesticide or Herbicide Applicator - Limited Pollution Coverage