California’s insurance industry is subject to strict regulations to ensure that consumers are protected and treated fairly. As such, the state requires that insurance producers, independent insurance adjusters, public insurance adjusters, and analysts be licensed in order to carry out their work. Starting January 1, 2023, a new California insurance regulation requires these professionals to […]

Our mission at Coterie is to improve the insurance value chain by making buying small commercial insurance fast and transparent. In this segment of the marketplace, independent agents like you are not always compensated for the value and time you invest to properly serve your small business clients.  Lengthy underwriting processes, response delays, back and […]

For small commercial buyers, fast small business insurance is now a reality. For those small business owners, there are usually three determinant buying decisions when purchasing insurance coverage:  All three of these are important, but effort has been really hard on customers and agents due to insurance carriers’ onerous processes and outdated tech. It often […]

What is a reel?   Short answer, it is a vertical video that you can post on Instagram.   Longer answer, according to Hootsuite, “Instagram Reels are full-screen vertical videos that can be up to 90 seconds long. They come with many unique editing tools and an extensive library of audio tracks (featuring everything from trending […]

 “I just don’t see how social media will help me reach my ideal audience.” Social Media platforms have search engine capabilities, as well as the ability for posts and profiles to be indexed on Google, too. In this post, we’ll share tips on social media marketing for insurance agents: Hashtags, locations, topics (brand new release […]

As a busy insurance agent or broker, you likely have phone calls, emails, and walk-in clients who need your help. Saving time isn’t just an aspiration, it’s a necessity. Coterie is helping you save time with our dashboard which takes just two pieces of information to start a bindable quote. Learn more about why your […]

At this point, you likely have noticed that prices for just about everything have increased. From interest rates to gas and food. The impact of inflation on the economy is seen and felt by many. CNBC reports that core inflation jumped to its highest level since 1982. Inflation has also impacted the costs for insurance carriers […]

There are many benefits for insurance agents to get on social media. Coterie Insurance is here to explain the tangible benefits of agents and brokers staying active on social media platforms. Follow these quick social media tips and download your free content calendar to share a few tips. Does social media seem like a waste […]

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 […]

Cassidy Arbeli is a Las Vegas-based insurance agency consultant who teaches entrepreneurs how to plan for business growth—and how to make sure that growth is profitable. Cassidy joins “And I Quote” this week to share her successes, mistakes, and the proven strategies she used to build several of her own successful businesses, multiple streams of […]