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 […]

When your client suffers a loss and needs to file a small business insurance claim, their claim experience can be made much better by advising them through the following important steps.  Report the loss as soon as possible  Every claim is investigated, even if the cause, circumstances, and damage seem obvious. An investigation helps define […]

Jann Robinson’s insurance career began when she was in sixth grade, addressing mailers for her uncle’s insurance agency. By the time she graduated from college, she was on a fast track to management in the corporate insurance world. Then she took a couple of life’s exciting detours that ultimately brought her back to insurance with an […]

Podcasts are a great tool for learning the ins and outs of most industries. Insurance is no different. Below are five podcasts we think every agent and broker should add to their must-watch list.  We’d be remiss if we didn’t plug our own podcast here. “And I Quote” is designed to share the often-untold stories […]

On the outside, Rob Bowen, owner of Patriotic Insurance Group in Chester, New York, admits he looks a lot like the average insurance agent: “58, pale, and stale.” In this week’s episode of “And I Quote,” Rob illustrates beautifully why you can’t judge a book, or an insurance agent, by its cover.  Like many in […]