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!

Coterie Step 1

Step 2: 

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

Coterie Step 2

Step 3: 

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

Coterie Step 3

Step 4: 

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

Coterie Step 4

Coterie Digital Appetite Guide

Coterie News

Coterie Highlight:

Now in appetite:

  • Businesses in New Jersey
  • Mobile food trucks
  • Bed and breakfasts
  • Gyms and fitness studios
  • HR consultants
  • Expanded bakeries and baked goods
  • Instructional schools and specialty training classes
  • Mortgage brokers
  • Small grocery stores (less than 4,000 square feet)
  • Expanded bakeries and baked goods
  • HR Consultants

Resources

A Small Business Toolbox:

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


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.

Screen Shot 2021-03-16 at 11.51.48 AM

Coterie Appetite Guide 2021

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

Screen Shot 2021-03-16 at 11.54.18 AM

Coterie Overview

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

Screen Shot 2021-04-13 at 2.07.36 PM

The Top 100

THE TOP 100 business classes where Coterie writes 100% of the businesses in the under 50 employees category.

Screen Shot 2021-03-16 at 11.59.20 AM

BOP Overview

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

Screen Shot 2021-03-19 at 2.49.33 PM

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.

Screen Shot 2021-04-05 at 1.38.19 PM

PL Overview

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

Screen Shot 2021-03-16 at 12.02.08 PM

Sample BOP Base Policy

Sample of our BOP Base Policy.

Screen Shot 2021-03-16 at 12.04.05 PM

Sample PL Base Policy

Sample of our PL Base Policy.

Screen Shot 2021-03-26 at 12.48.36 PM

BOP Endorsements

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

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

Screen Shot 2021-04-14 at 11.19.25 AM

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.