Quote and issue small business insurance in minutes!
Login to Coterie 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 what the difference in price will be.
Provide a quote to your business & issue a policy in 4-5 minutes!
Full Coterie Dashboard Demo
Coterie Digital Appetite Guide
- 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.
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.
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.