2022 was a pivotal year for Coterie Insurance and our team. Our growth trajectory supercharged this year, as we brought on new partners and launched the new iteration of our Dashboard.
We are so grateful to our amazing partners, agents, brokers, and investors who made 2022 possible! Only together is this possible.
Enhancements
We launched our new Dashboard in early July. Our process was simple before, but the new experience was designed to take small business insurance quoting to the next level. Using publicly available data, our current quoting process takes just two pieces of information to provide a bindable quote in an average of less than three minutes.
“When I look back at 2022, I am both impressed and extremely proud of the success our Coterie achieved. Our team continues to work hard to both innovate and change the paradigm in small business to provide best-in-class speed, simplicity and service to our agency partners and policyholders,” said Bobbie Collies, chief growth officer at Coterie. “Our growth team has been hyper-focused on ensuring our agency partners find success with Coterie through high standards of relationship building combined with the convenience and accessibility of digital experiences. Together with our independent agency partners, we grew more than 400% in 2022 and are excited for what the future holds for both Coterie and our agents. Thank you to all of our agency partners for your commitment to growing with Coterie. Cheers to a great 2022!”
2022 was also the year we launched a Find an Agent feature on our website. As an insurtech that truly believes in the expertise of insurance agents and brokers, we’re proud to be able to connect small businesses looking for help with trusted experts.
We also were thrilled to wrap up the year with the launch of our policyholder Billing Center. While we continue to build out the functionality more and more, we’re thrilled to launch the MVP.
Activities
We held our second annual Top CSR Star awards where we had the honor of recognizing the amazing CSRs in our industry. It was an incredibly inspiring program, and we’re grateful to all of you who work to make small commercial insurance easier for policyholders.
Coterie also hit a big milestone in offering small business insurance in New York state, marking our availability in all 50 states plus D.C.! Our partners were asking for this for a while, and we were thrilled to deliver the nationwide coverage you need. Small businesses across the country can get the coverage they need with Coterie Insurance.
Coterie also stuck our neck out in starting our podcast, “And I Quote” this year. We know, the world does not need another podcast. But we were surprised to find our conversations with agents, partners and industry leaders hit a nerve with the community. There are stories to unravel in this space, and we’re grateful for the opportunity to shine a spotlight on the incredible work happening.
Built by agents and brokers, for agents and brokers
Our team continued to grow with some of the smartest minds in the industry and we up-leveled our insurance, tech, product and growth talent among others.
In 2022, Coterie turned four years old. We are thankful for all of our partners, agents, brokers and small business customers that have made our growth possible! Cheers to 2023!
