Quote and issue small business insurance in minutes!
Log in to Coterie Insurance and see if a business is within appetite in 1-2 minutes!
Add a few more details about the business & see the quote.
At any point, you can make changes to the application and immediately see the price difference.
Provide a quote to your business client & issue a policy in 4-5 minutes!
Full Coterie Insurance Dashboard Demo
Coterie Insurance Digital Appetite Guide
Coterie Insurance News
- New Brochure for Your Home-Based Business Clients! Download this brochure for your home-based business clients here or email firstname.lastname@example.org to add your own logo & company information!
- Quick Quote is now available nationally! Learn how you can provide a 24/7 presence and earn commission while you sleep.
- 7 Digital Marketing Tips for Your Insurance Agency in 2021 - Discover how to leverage digital marketing to drive agency growth.
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.
A Small Business Toolbox:
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.
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 email@example.com.
General Liability and Business Owner Policy Availability
Professional Liability Policy Availability
Workers Compensation Policy Availability
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.
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.