We’re excited to announce that we’ve rolled out the new Quote Snapshot. Agents and brokers can use the Quote Snapshot to give their small business clients an easier way to understand their small business insurance quotes.
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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? No problem.
Become a Coterie 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.
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 support@coterieinsurance.com.
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.
