Finally, small business insurance is catching up to the ease of personal lines with Coterie Insurance. We now use publicly available data to evaluate and rate risks. Provide the business name and address, then we pull data related to property and liability exposures, the premises, and other records that our underwriting engine analyzes and rates. Over 1200 known […]

Independent agents can now prospect, quote, and sell small business insurance like never before. Coterie Insurance unveiled our new Dashboard experience, revolutionizing digital underwriting for small business insurance.  Provide a name and address, the data does the rest  Fill in just two fields, the business name and address, and we instantly pull and verify publicly […]

Coterie Insurance recently launched our newest Dashboard, which uses a data-powered underwriting engine to intelligently analyze risk and generate coverage recommendations to provide an instant business insurance experience. By providing just the business name and address, Coterie pulls from publicly available data sources to answer our own underwriting questions. You validate or edit and get […]

Coterie Insurance is proud to offer business owners policies (BOP) and general liability (GL) policies in New York state. Now, agents and brokers looking to serve their small business insureds in the Empire State with an efficient and delightful insurance experience should check out Coterie Insurance’s BOP and GL products. New York BOP & GL  […]

Thank you to everyone who joined in to listen to the first season of our podcast, And I Quote. Starting a podcast is always an adventure and we want to give a huge thank you to everyone who joined us for the first season of Coterie’s podcast. Catch up on our first season and learn […]

Your reputation precedes you. Agents’ online reputations are more important than ever. This week’s “And I Quote” guest, Katy Kelly, Marketing Director at Talage, guides us through the sometimes rocky landscape of online reviews and review sites, and offers pointed advice about actively managing your online reputation. “What shows up when someone searches for you on […]

Across the board, crime tops the list for the most frequent small business insurance claims. Some is vandalism, but most is theft from people inside and outside the business. Helping your small business insurance client manage crime and other risks is how you set yourself apart, help your customers grow, and develop a high-quality book […]

Independent agents face extraordinary challenges as the traditional insurance industry is being turned on its head. This week, “And I Quote” welcomes Bailey Preusse, Business Development Manager at Alignable, to talk about the difference between networking and networking for growth. Bailey shared the results of a recent survey that Alignable conducted to discover the top […]

Content guru and co-founder of The Convoy, Melanie Deziel, joins “And I Quote” this week to discuss how sharing expertise opens the digital door to new business. From web copy, blogs, and videos to your logo, sell sheets, and even a quip on your marquee, content is anything you use you to communicate with your audience. […]

Small commercial is the next frontier for independent insurance agents. Below are 10 small business insurance categories, along with a glimpse into their risks, that agents are experiencing tremendous success writing today with Coterie Insurance.  1. Administration and Support Services Often servicing multiple organizations, prospective insurance customers in this category may be exposed to numerous […]

Alex Dopazo has been driving ROI with online content since joining his father at Dopazo & Associates in 1997. This week on “And I Quote,” Alex shares what happened when, in 2016, he made the leap from hoping people would find his website to drawing clients to his agency through a YouTube channel.  Gifted a […]