Producer Resources

Everything you need to get started with Coterie!


Quote and issue small business insurance in minutes!

Step 1:

Login to Coterie and see if a business is within appetite in 1-2 minutes!

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Step 2: 

Add a few more details about the business & see the quote.

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Step 3: 

At any point, you can make changes to the application and immediately see what the difference in price will be.

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Step 4: 

Provide a quote to your business & issue a policy in 4-5 minutes!

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Full Coterie Dashboard Demo

Coterie Dashboard Demo with Greg Cohen

 

Coterie Digital Appetite Guide

Coterie News

Coterie Highlights:

  • 7 Digital Marketing Tips for Your Insurance Agency in 2021 - A fantastic article that outlines how to leverage digital marketing to drive agency growth.
  • 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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Stay up-to-date on all things Coterie with Coterie's weekly newsletter.

The Coterie Blog

Great content that is geared toward you.

Resources

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? 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. 

A Small Business Toolbox:

Please utilize the following links to send to your small business clients to help explain insurance.

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 support@coterieinsurance.com.

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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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BOP Endorsements

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

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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.

Availability

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.