Generating leads is a challenge for any insurance agency. Technology has introduced new and effective approaches to generating and converting leads. By making use of proven digital marketing tips, your insurance agency can increase its customer base and keep its revenue stream in the black Direct mail, cold calls, and information booths all have their […]
2023 LinkedIn Tips for Insurance Agents and Brokers
While LinkedIn has been around for several years, it may not be the first social media platform you think about for helping grow your agency. Today we’re sharing LinkedIn tips for insurance agents and brokers that you can leverage the platform to boost leads and expand your network. Jump In LinkedIn, like all social media […]
How Can You Help Restaurant Insurance Clients Maintain Safety Standards?
Running a restaurant is a complex and challenging task that requires careful attention to detail. One of the most critical aspects of operating a successful restaurant is maintaining safety for both customers and employees. That’s why Coterie Insurance recommends sharing our Restaurant Safety Checklist with your restaurant insurance clients. The comprehensive checklist covers several factors […]
Who Should be the Named Insured on Commercial Insurance Policies?
What significance does the Named Insured have on a commercial insurance policy? The named insured is basically the owner of the policy. He or she has the broadest protection and broadest indemnity under the policy as well as certain responsibilities. The named insured typically chooses the type of policy and the amount of coverage, receives […]
Champion Mindset – Why Should You Consider Writing Insurance for Sporting Goods Stores?
What unique risks and exposures do sporting goods stores face? Sporting goods stores may specialize in a specific sport such as skiing or hunting, or they may offer clothing, equipment, and accessories for a wide range of sporting, hunting, and fishing activities. Some stores also offer equipment rentals, repair services, trade-ins, and used equipment sales, […]
Why Should My Clients Inventory and Insure Business Personal Property?
As a small business insurance agent or broker, you know that organization is critical for small and new businesses. It’s easy to prioritize things that seem critical in the moment and deprioritize others that are essential. A business inventory list might not seem important at the very beginning, especially for small and micro-operations. You may […]
The Resilience of Independent Insurance Agents
“The Independent Agency System continues to grow and adapt despite challenges of the last couple of years.” This is a recent quote from Bob Rusbuldt, Big “I” president & CEO. Direct evidence of this would be the increase of almost 4,000 new agencies during the pandemic. “Business conditions will continue to be favorable,” Rusbuldt continues. […]
The Power of Referral-Based Insurance Businesses and Building a Strong Team
How can you build a referral-based insurance business all while developing a top-performing team? Jessica Fukuchi, business owner and President of PCRG Insurance, joined the And I Quote podcast by Coterie Insurance and shared her journey in the insurance industry and how she built her business without relying on marketing or buying leads. For Jessica, […]
What Does Photography Insurance Cover?
If you’re an insurance agent who writes photography insurance, it’s important to understand the unique risks that these businesses face. Photographers take still and video pictures for clients, either at their own studios or off-premises at the customer’s home, business, or at a third-party site such as a hall rented for a wedding reception or […]
What Types of Restaurant Insurance Can I Write With Coterie?
At Coterie, we understand the unique challenges faced by restaurants, and we are here to help you offer the best possible coverage to your clients. For us, a restaurant is a place that primarily prepares and serves food for consumption, either on the premises or for takeout. Alcohol sales must not be the primary source […]
Coterie Insurance Claims Experience: Building Loyalty Through Empathy and Transparency
After a devastating loss, policyholders expect their insurance company to be there for them which is why the Coterie Insurance claims experience is built around empathy. Recently, Coterie was able to demonstrate our claims philosophy when several flooding claims came in. After parts of California experienced torrential rains in December 2022, several Coterie policyholders reported […]
Chris Cline Talks the Future of Insurance Technology on And I Quote
How can insurance technology help build relationships between agents and their clients? Chris Cline, the Executive Director of the Agency Council for Technology (ACT) at the National Big I, recently sat down for an interview on the And I Quote podcast. Host Bobbie Collies talked with Chris about his background, current role, and his […]
