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 support@coterieinsurance.com.

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.

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Why Choose Us for

Your Restaurant Business

Help your clients understand Coterie Insurance.

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.

BOP 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 an affordable price.

PL Overview

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

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.

BOP Endorsement Comparison

Details for our optional BOP endorsements.

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.

Sample Restaurant Endorsement

Sample of our Restaurant endorsement.

Sample Hired Auto and Non-Owned Auto Liability

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

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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 (for contractor classes only)

Managers of 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