How It Works
Step 1
Step 2
Step 3
Step 4
Step 1: Login to Coterie and see if a business is within appetite in less than 1 minute.
Step 2: Add a few more details about the business & review the quote.
Step 3: Any detail changes will immediately be reflected in the pricing.
Step 4: Provide a quote to your business & issue a policy in 4-5 minutes.
Explore Coterie’s expansive appetite for around 80% of the small business market (including home-based, pre-revenue, and startup businesses) with our digital appetite guide.
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Transforming small business insurance from an obligation to an opportunity
- Most carriers copy & paste their middle market underwriting for small businesses
- Agents (and clients) spend too much time entering data
- Small business insurance is more time-consuming and complicated than it is profitable
- Now, more than ever, new businesses need their agent’s help selecting the right coverage
Small business insurance made easy
Quotes in minutes
Know if a business is in-appetite in 1-2 minutes and issue a policy in 4-5 minutes. Gain immediate access to policy documents, certificates, renewals, billing & claims – all in one dashboard.
Built for small businesses and the agents that serve them
BOP, GL & PL with Workers Comp & Cyber coming soon. Admitted products writing on EXCELLENT A or A- Paper. Broad geographic reach (48 states & counting).
Always online
Integrated into your existing workflows. Enable a 24/7 digital presence on your website. Quote right away using our robust agent portal. Competitive commissions.
Why producers love Coterie
With Coterie, I can deliver a policy to a small business client within 20 minutes vs. 20 days. That’s a HUGE difference.
I had a client who needed small business insurance for his food truck, and big carriers couldn’t write the policy. Coterie was able to write it in a matter of 20 minutes, and he was able to go out that evening to open his truck and conduct business.
With Coterie, it is easy to quote, easy to issue, easy to get documents, and easy to service. Why would I not do that?
Coterie makes things simple. It literally takes just a couple of minutes to quote and I can set up a client in less than 10 minutes from start to finish.
With Coterie, as soon as you put the industry in, it tells me if you can write it. It’s a really easy platform to help insureds! I’ve found great products for my clients based on their businesses.
The Coterie platform is great for ease of doing business. I’m able to find out what I need within 5 minutes
I’ve asked several Goosehead Insurance agents if they have Coterie. I tell them when they get it, it’s so easy to quote and issue policies. It just takes a few minutes. All you need is the customer name and address, and poof! You’re done.
Coterie’s customer service is responsive and provided me with everything I needed in less than 24 hours. You can’t ask for anything better.
I’m really pressed for time and Coterie helps make things easy and simple. Rating could not be easier!
Coterie for digital platforms
- Coterie can also be integrated right into the software tools and workflows that agents leverage today to help manage their business.
- Through our simple, easy to use APIs, we are able to integrate with digital insurance platforms to deliver a simple quoting experience and unlock the power of data to provide instant, bindable quotes.
Schedule a meeting with a member of our Digital Agency & Broker team to learn how Coterie can benefit the agencies & brokerages on your platform.
Need more information?
Contact us or check out FAQs.