Make it easy for clients to purchase commercial insurance from you-anytime!

Get Your Quick Quote Link:

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To access your unique Quick Quote link as an agency owner:

  • Login to Dashboard
  • Go to “My Account” (1)
  • Select the “Agency” Tab (2)
  • Copy your unique Quick Quote Link URL (3)
  • Use the link on your website, email, or social media
Note: If you are not the agency owner, you will not have access to your agency's Quick Quote link from dashboard.

Add Quick Quote to Your Website:

Quick Quote Demo

Add a 24/7 online quick quoting experience.

Check out the Quick Quote demo on Coterie's Website.

To add Quick Quote to a website, you can simply make any text link to it. If you are a bit more savvy, you can include it via buttons or a wide variety of other features. If you need help doing this, please reach out to quickquote@coterieinsurance.com.

Add Quick Quote to Your Email:

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Instructions to add Quick Quote to your Gmail signature.

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Instructions to add Quick Quote to your Gmail signature.

How does Quick Quote help?

Connect with more businesses online!

  • Enable a 24/7 digital online presence - Gain a competitive advantage by providing your customers with a flexible, easy and online insurance purchasing experience
  • Clients will get the coverage they need from you in less than 5 minutes - Give customers an online small business insurance purchasing experience - right from your website or email signature
  • Does the work for you - Policies will be quoted and issued without any action from you and will be attributed to you at the agency level (later this year, Quick Quote will enable you to review policies prior to being issued - this will not be available in beta)

What does Quick Quote look like to my customers?

 

Coterie Quick Quote Demo

What does Quick Quote look like to me?

 

QQ Side by Side Demo

Frequently Asked Questions:

Please find instructions and screenshots here.

Quick Quote is on an agency level; therefore, your agency owner will have access to Quick Quote. They can share their agency specific link with their producers.

To add Quick Quote to a website, you can simply make any text link to it. If you are a bit more savvy, you can include it via buttons or a wide variety of other features. If you need help doing this, please reach out to quickquote@coterieinsurance.com.

To add Quick Quote to Gmail, please follow the instructions listed here.

To add Quick Quote to Outlook, please follow the instructions listed here.

Yes! This link can be added to social media profiles or individual posts.

There is a quick demonstration video of what it looks like here.

There is a quick demonstration video of what it looks like here.

No. While it is planned for this functionality to be an option for producers in future iterations of Quick Quote, this is not a function of the current offering.

When you login to Coterie Dashboard, you will see new quotes and bound policies for any leads that come through Quick Quote. In the initial offering, you will not be given a notification of a new policy. However, this is planned for future iterations of Quick Quote and will be done through an autogenerated email.

Coterie will honor backdating to inception of any Quick Quote endorsement that is non-premium baring and clerical in nature (ie. Name changes, address fixes, or selected AIs). This will be available for 14 days after the policy is bound; no No Known Loss letter required. So, be sure to check policies bound through Quick Quote for accuracy.

You will be able to see the quote in dashboard. Any information that the customer has entered will be viewable.