Coterie Expands Reach of Digital Small Business Insurance Offerings with AgencyZoom

Coterie Integrates with AgenzyZoom

CINCINNATI – March 3, 2021– Coterie, the tech start-up making small business insurance easy, has announced an integration with AgencyZoom, the insurance sales analytics and automation platform, expanding the reach of Coterie’s insurance offerings. 

The integration brings Coterie’s API to AgencyZoom’s suite of services, equipping agents with Coterie’s digital tools to simplify and speed up small business insurance. With AgencyZoom’s streamlined sales and automation, Coterie’s insurance offerings further simplifies operations, enabling agents to better serve small business clients with higher profits.

“By partnering with AgencyZoom, we’re collaborating on the latest, easy-to-use software to modernize the small business insurance process, which is long overdue,” said Tim Metzner, Coterie Chief Strategy and Growth Officer and Co-founder. “Our platform is designed to streamline and digitalize the entire small business insurance process, making it simple, fast and easy for both agents and their customers.”

Coterie’s platform will help AgencyZoom members digitize and expand their small business insurance operations, allowing them to deliver first-rate customer service, and save valuable time with the ability to quote and issue policies online in minutes. Coterie’s expansive appetite for business includes everything from home-based businesses to start-ups– and everything in between. 

“Giving agents the tools to support the small businesses in their communities is crucial,” added Kat Ternes, VP of Revenue at AgencyZoom. “Our mutual interest in helping agencies build great customer relationships creates a lot of buzz and excitement for this partnership. Through Coterie, agents can provide a 24/7 online presence right from their own websites, further solidifying the way managing general agents, agents, and technology can improve our industry.”

About Coterie

Coterie is on a mission to make business insurance easy. Through tech-based business insurance solutions, Coterie delivers simpler coverage, more accurate pricing, and a streamlined experience. By enabling the instant quoting and issuing of policies as well as a 100% digital underwriting process, agents and brokers are able to simplify and digitize their operations to better serve small businesses. 

Digital insurance platforms are able to leverage Coterie’s simple, easy to integrate APIs, to further streamline the quoting and binding experience. Coterie’s expansive appetite is the most inclusive for the small businesses of today. For more information on Coterie and the digital transformation of small business insurance, go to

About AgencyZoom 

AgencyZoom was founded late in 2016, then joined Vertafore’s Orange Partner Program in 2019. As an Orange Partner, AgencyZoom integrated with QQCatalyst, AMS360, and are working on other integrations as well. Built by fellow agents to grow the agent Book of Business, AgencyZoom helps agents automate time-wasting tasks, expand their client base, and retain more customers. Using a smarter lead manager (CRM) means agents can join over 3,100 agencies who are closing more leads faster, building an automated customer journey from prospecting to renewals, and crushing their goals.

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