Independent agents face increasing pressure to not just move faster, quote more, and win more small business accounts but also deliver better service. What actually drives growth in small business insurance today? What the latest Under 10 episode on YouTube: Strong relationships + strategic partner support. In our latest Under 10 episodes, Christine, Director of Account Management and Ashraf, Agency Success Manager, break down why relationships […]
NAICS Appetite Guide for Insurance Agents: Eligibility, Referrals & Declines
An agent submits what appears to be a simple consulting risk. Days later, the submission is still in underwriting review. The client follows up twice. No clear timeline. The opportunity moves to a competitor that could bind instantly. This guide explains how Coterie evaluates NAICS codes to determine instant eligibility, underwriting referral, or decline, so agents can pre-screen prospects, set accurate expectations, and avoid wasted submission time. […]
Quote & Bind Small Business Insurance in All 50 States: Agent Guide
A commercial insurance agent in Chicago needs to bind a general liability policy for a new restaurant client before a lease signing the next morning. With many traditional carriers, that request triggers days of emails, manual underwriting reviews, and uncertainty around turnaround time. By contrast, Coterie delivers bindable quotes in under 90 seconds and allows agents to […]
What is Employment Practices Liability Insurance (EPL) and how can it benefit your client’s business?
Although often overlooked, Employment Practices Liability Insurance (EPL) can be extremely important in protecting your client’s business. The business landscape is constantly changing. As workplaces evolve, there are more laws and regulations protecting employees and former staff. Allegations of wrongful termination, discrimination, harassment, and retaliation can pop up and involve businesses in long and costly legal battles. EPL can help safeguard businesses from these risks, providing peace of mind and a foundation […]
How to Market Insurance to Micro Small Businesses
Just like larger companies, micro businesses also need small business insurance. However, their unique needs call for a tailored marketing approach that prioritizes empathy, respect, and understanding. In this blog, learn how to market insurance to micro small businesses. Why Micro Businesses Matter Small businesses may be “small” in size, sales, and staff, but they make up the backbone of the […]
Digital Marketing Tips to Grow Your Insurance Agency and Boost Lead Generation
Generating high-quality leads is one of the biggest challenges for any insurance agency. Fortunately, technology has made it easier than ever to attract and convert potential clients through digital marketing. Why Digital Marketing Matters for Insurance Agencies Traditional methods like direct mail, cold calls, and local events still work ,but relying on them alone limits […]
Too Small to Be a Target? Why Cyber Criminals Love Small Businesses
October is Cybersecurity Awareness Month, making it the perfect time to talk about one of the biggest misconceptions in small business today: “I’m too small to be hacked.” In a recent episode of the And I Quote podcast, Eder Ribeiro, Director of Global Incident Response at TransUnion, shared why small businesses actually face greater risk […]
Insurance Marketing: Insights from Alex Cardoze on the “And I Quote” Podcast
In the fast-paced world of insurance, understanding the nuances of marketing can be the key to success for independent agents and brokers. In a recent episode of Coterie Insurance’s podcast, “And I Quote,” host Ashleigh Burden welcomed Alex Cardoze, the Manager of Digital Marketing at Applied Systems, to discuss the importance of data-driven marketing, personalization, […]
Navigating the Future of Insurance with Bold Penguin
In the ever-evolving landscape of insurance, keeping abreast of industry trends and technological advancements is crucial for independent agents. In a recent episode of Coterie Insurance’s podcast, “And I Quote,” host Bobbie Collies sat down with Nicole Farley, VP of Carrier Operations at Bold Penguin, to discuss the current state and future trends of small […]
Embracing Technology: How Coterie Insurance and London Underwriters Simplify Small Commercial Insurance
Embracing Technology: How Coterie Insurance and London Underwriters Simplify Small Commercial Insurance In the fast-paced world of insurance, technology is reshaping the landscape, making processes more efficient and accessible. In a recent episode of the “And I Quote” podcast, guest host Christine Morrison spoke with Dan Feigenbaum, CEO of London Underwriters, about the transformative impact of […]
Building Relationships in the Insurance Industry: Insights from Rick Rolfs
In the ever-evolving landscape of the insurance industry, where technology and automation are becoming increasingly prevalent, the importance of human relationships and personalized service remains irrefutable. In a recent episode of the And I Quote podcast by Coterie Insurance, host Ashleigh Burden welcomed Rick Rolfs, President of Rolfs Insurance Services, to share his insights and […]
Winter Preparedness: A Guide for Insurance Agents to Help Small Business Clients
Helping your small business clients navigate the challenges of winter weather is crucial for their safety and continuing and maintaining operations. While winter preparedness often focuses on staying open for business, it’s equally important to consider employee safety. Here’s a comprehensive guide to help your clients prepare and address the impact of winter weather on […]
