18 Lessons Learned Through Series B Funding

By Tim Metzner, Coterie Insurance Co-founder & CSO Though many founders wait until a big exit event, or failure, to share the lessons they have learned along the journey, I thought it could be helpful to unpack the lessons from founding to Series B funding while they’re still fresh. Some of these are repeat lessons […]

Why Does Company Culture Matter for Success?

We’re committed to our core values, and are incredibly proud of the culture we’ve created here at Coterie Insurance. Just take a look at the fact that one of our co-founders and CSO, Tim Metzner, has been interviewed on the success of our culture a few times. So why does company culture matter and what […]

Work Hard, Play Hard: Coterie’s First CoterieCon

2021 has been a banner year for Coterie Insurance. Adding dozens of new team members, landing incredible partnerships, launching new products and features, and holding the very first all-company event, CoterieCon. We were thrilled to slow down a bit the last week of September and bring together our coterie in person for team building, training, […]

Three Years In: My Take on the Coterie Journey

By David McFarland, Coterie Insurance Co-founder & CEO It’s been three years since we started this journey to transform small business insurance. While that’s not much time, Coterie Insurance has grown significantly and we’ve learned innumerable lessons along the way.  On our birthday, I’m taking a look back at our progress to truly appreciate how […]

Who is the customer, really?

By Bryan Falchuk One of the most important exercises a company can do is clearly defining who its customer is. And to do that exercise successfully, you should only have one answer. When I’ve been part of this exercise at different carriers in the past, we’ve discussed whether the end insured, agent or broker, shareholder […]

Coterie Insurance Integrates with Bold Penguin to Expand Reach of Insurance for Small Business

Bold Penguin’s integration with Coterie Insurance adds Coterie’s digital insurance for small businesses to the Bold Penguin digital exchange used by insurance agents, brokers, and other distributors to match, quote, and issue policies. Coterie Insurance today announced a new partnership with Bold Penguin, a commercial insurance technology provider focusing on the small business quote and […]

My Experience with Core Coaching at Coterie Insurance

By Katherine Jones, Communications Manager It was my third week on the job. And my VP wanted to discuss my professional development. That’s weird, I thought to myself. As I was still trying to grasp the variety of tasks and the fast-pace of working for a start-up, I was amazed (and somewhat taken aback) that […]

Coterie Integrates with Layr, Increasing Small Business Policy Availability

Layr’s integration with Coterie expands small business policy access to small businesses. Coterie, the technology company that simplifies small business insurance, is pleased to announce a partnership with Layr, an insurTech startup that uses artificial intelligence and machine learning to help small businesses customize commercial insurance bundles, to provide business insurance quotes and coverage to […]

Coterie Welcomes More Independent Market Solutions Members, Increasing Availability of Business Owners Insurance

Following the initial Coterie partnership with Independent Market Solutions (IMS), Coterie is expanding its partnership with more IMS state associations due to the success of the initial partnership. IMS members across the country will now enjoy access to Coterie’s digital business owners insurance. Through this partnership, IMS members gain immediate access to policy documents, insurance […]

Insurtechs Coterie and Talage Announce Partnership to Boost Small Commercial Insurance

Combining Talage’s Wheelhouse technology with Coterie’s platform increases small commercial business and profitability for producers. Talage powers the digital distribution of small commercial insurance, helping agents and carriers grow and manage their businesses. By partnering with Talage, Coterie producers will now have access to Talage’s Wheelhous to more effectively use APIs through a single integration […]

Coterie Partners with Entrepreneur Insurance Agency to Offer Liability Insurance for Small Businesses

Partnership with Entrepreneur Insurance Agency expands access to liability insurance for small business.  Coterie, the technology company that simplifies small business insurance, has partnered with Entrepreneur Insurance Agency (EIA), a P&C insurance aggregator platform that offers carrier access and technology, bringing digital liability insurance for small businesses to EIA’s members.  The new partnership provides EIA […]

Coterie Teams Up with IBQ Systems to Simplify Small Business Insurance

IBQ integrates with Coterie to improve agency workflows and simplify small business insurance while expanding opportunities for independent agents with Coterie’s expansive appetite and simplified application.  Coterie, the technology company that simplifies small business insurance, is pleased to announce a partnership with IBQ, an insurance technology leader in personal and commercial lines comparative rating. The […]

Agents & Brokers

Let's Work Together

Small Businesses

Policyholder Help Center

At Coterie, we are putting relationships at the forefront of small business insurance.

If you have any questions, Contact Us Today!