Insurance agent Julio Castro has run his own agency, Castro Property & Commercial Insurance Agency, in West Sacramento, CA for 17 years. As a seasoned agent with a diverse client base, Julio is always looking for innovative tools to help better serve clients with the easiest small business insurance experience around.
Julio first came to Coterie through his affiliation with First Connect, an insurtech platform offering diverse market access for independent agents. As a partnership-focused company, Coterie has several partnerships with insurance platforms like First Connect which gives agents like Julio access to various markets. In this case, Julio was able to easily access Coterie through First Connect.*
“Coterie is the future of insurance, it’s faster than anything else out there,” Julio said. “When the industry fits, using Coterie is unbeatable.”
Since the launch of Coterie’s new Dashboard which uses two pieces of information to rate, quote and bind in minutes, Julio has been using Coterie whenever he can. He finds it as easy as 1, 2, 3 which is why Coterie designed the experience to quote and bind based off of business name and address.
“We don’t have to see 10 screens of stuff and then still not know if the client’s business will be covered or not,” he added. “The ease of doing business with Coterie is the best.”
In addition to being the easiest small business insurance provider to Julio, the team welcomes his suggestions to improve the process even more. He’s suggested project-based policies and increased functionality. The team is taking his feedback to heart as we seek to make our experience the best it can be for our agents and brokers.
Julio also recently went through his first claims experience with Coterie Insurance. His client experienced a loss, reported the claim, and was made whole in a very short amount of time. Julio noted that the team communicated and resolved the claim quickly, thus increasing his trust when it comes to placing his small business clients with Coterie.
For agents hesitant to try Coterie, Julio suggests they take some time out of their day, quote a risk themself and experience the easy process. He truly believes it works, agents just have to learn it, have faith in it, figure out hot spots and go after it.
After all, he says, “Take it from someone who has business with Coterie and has gone through the claims process and Coterie was there to fix it. Figure out the hot spots and go after them. I wish I could sell more and am waiting for you guys to open up more with your appetite.”
Reach out to Coterie Insurance to start writing the easiest small business insurance in the market today.
* If you’re an agent who currently is affiliated with First Connect, you can get access to Coterie through them. Likewise, if you are a member of an insurance platform and want to start writing with Coterie, we recommend you check if you already have access to Coterie through another platform.
