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CROSSWAY FINANCIAL & INSURANCE SERVICES

Crossway Financial & Insurance Services

Crossway Financial & Insurance Services

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Address

4695 Macarthur Court
Newport Beach, California 92660

Office Hours

  • Monday-Friday 9:00AM-6:00PM

Why our clients choose us

“Sam truly worked on our behalf, showing us the best best protection vs cost and the hidden “gotch-ya’s” in the fine print which made our choice really easy. We feel we got the best policy and the best price. And we confirmed that later when another reputable AAA told us we had made the right choice and couldn’t beat what Sam had done for us!! We would recommend Sam for anyone looking for either asset protection or protection for their family.”
“Sam is very knowledgeable, helpful and professional. He knows exactly how to give the best price without sacrificing my protection. Thank you for your honesty.”
“Mr. Gerges was fantastic. I was in the process of moving and needed to secure homeowners insurance. Not only was he able to secure me first rate coverage for less than I was able to find, he was able to communicate with my mortgage lender in a clear and efficient way. Additionally, Mr. Gerges was able to bundle my auto insurance policy with my homeowners and save me well over two thousand dollars this calendar year. Mr. Gerges was professional, responsive, friendly and courteous. I would recommend his services to anyone.”

We offer the following coverages for small businesses

General Liability (GL) Insurance

General Liability is the most common form of insurance for small businesses, as every single professional is required to have some form of general liability coverage. Coterie offers both standard, year-long policies, as well as flexible duration, project-based coverage through our partners.

Business Owners Policy (BOP)

A Business Owners Policy (BOP) is more versatile, and protects both a business owner’s business and property – all in one package (typically combining General Liability and Property Insurance). This type of insurance for small businesses can reimburse the policyholder for damaged personal property.

Professional Liability Policy (PL)

Professional Liability (PL), also known as Errors and Omissions, a type of liability insurance that covers you for failure to uphold contractual promises in mostly service-based professions.

General Liability Insurance
Business Owners Policy
Professional Liability Insurance

Why we trust Coterie Insurance

Coterie Insurance was built from the ground up to empower small businesses and insurance agents with:
  • Affordable and competitive pricing
  • Streamlined insurance quotes reducing the lengthy, time-consuming application process
  • Flexible coverage options designed for today’s small & micro businesses
  • Coverage backed by A+ rated (excellent) licensed insurers and reinsurers
  • Professional claims handling – when the unexpected occurs, Coterie is there to help
Construction Insurance: Why It's Important for Your Business
You have better things to think about than insurance

Through our partnership with Coterie Insurance, invest your time where it matters most — running your business — and enjoy the peace of mind that your hard work is protected by an insurance policy that meets your needs.

Agents & Brokers

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Small Businesses

Policyholder Help Center

At Coterie, we are putting relationships at the forefront of small business insurance.

If you have any questions, Contact Us Today!