Agent Resources
Everything you need to get started with Coterie Insurance!
Curious if we can cover your business?
Instantly see if an industry is in our appetite Resources & Downloadable Documents
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 OverviewWhat is Coterie and why you should be interested in checking us out. |
Why Work With UsHelp your clients understand Coterie Insurance. |
The Top 100The Top 100 business classes where Coterie writes 100% of the businesses with under 50 employees. |
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.
Business Owners Policy OverviewOur BOP bundles property and liability coverages |
General Liability OverviewOur GL policies give your clients the peace of mind in knowing they have the right coverage, at the right time. |
Professional Liability OverviewPL insurance, also known as Errors & Omissions or E&O insurance, helps protect your small business from failure to uphold contractual promises in mostly service-based professions. |
Coterie Appetite GuideWhat 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 EndorsementSample of our Liquor Liability Endorsement. |
Sample Hired Auto and Non-Owned Auto LiabilitySample of our Hired Auto and Non-Owned Auto Liability. |
Sample Restaurant EndorsementSample of our Restaurant endorsement. |
Restaurant Program DetailsEligible 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 PolicySample of our GL Base Policy. |
Sample BOP BaseSample of our BOP Base Policy. |
Sample PL Base PolicySample of our PL Base Policy.
|
|
Benchmark Credit ReportAM Best Benchmark Insurance Group credit report August 18, 2020. |
Spinnaker Credit ReportAM Best Spinnaker Insurance Company credit report September 24, 2020. |
Clear Spring Credit ReportAM Best Clear Spring Property and Casualty Company credit report September 1, 2020. |
![]() Owners, Lessees or ContractorsWith Additional Insured Requirement In Construction Contract (for contractor classes only) |
Managers or Lessors of Premises
|
Primary and NoncontributoryOther Insurance Condition |
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 49 states (more coming soon!) and is backed by our A-(Excellent) rated insurance carrier partners.
Availability
General Liability and Business Owner Policy Availability
Professional Liability Policy Availability
Click here for the Coastal Property Restrictions Map*
Register for our Weekly Demo
We encourage you to attend our weekly demo and Q&A session every Thursday at 1pm ET.
You can sign-up using the form below! We'll follow-up with a meeting invite and log-in credentials.
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 someone who would like Coterie? Refer them!
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.
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.
Coterie Insurance News
The Coterie Insurance Blog
Great content that is geared toward you.