Coterie Partners with Better Agency, Giving Agents Easy Access to Affordable Small Business Insurance Quotes and Policies, Right from their CRM

Coterie Partners with Better Agency, Giving Agents Easy Access to Affordable Small Business Insurance Quotes and Policies, Right from their CRM

CINCINNATI — Feb. 24, 2021–Today, Coterie, the technology company that makes buying insurance for small business owners easy, announced a new partnership with Better Agency, which delivers easy-to-use sales and customer relationship management (CRM) automation for insurance agents. The new partnership further disrupts the traditional industry by providing independent agents with the digital tools to simplify and speed up the issuing of reliable and affordable business insurance quotes and policies to their small business clients.

Coterie will now be intertwined into Better Agency’s CRM and automation campaigns, providing in-network independent agents with 100% up-front digital underwriting, policy documents on demand and the ability to quote and issue policies for small business insurance in minutes. 

“This partnership brings a suite of technology benefits to agents looking to make small business insurance as easy as possible,” said Tim Metzner, Chief Strategy and Growth Officer at Coterie. “Like Coterie, Better Agency focuses on high-tech but easy-to-use solutions to help simplify small business insurance, and we’re thrilled to count them as a partner.”

Better Agency offers agents over 100 built-in automation campaigns, in-depth agency reporting, and a fully automated “drag and drop” sales pipeline. With a Zapier integration already live, Better Agency plans to offer a full IVANS integration in just a couple months. 

“Better Agency is the fastest growing insurance CRM,” said Nicholas Ayers, Chief Marketing Officer of Better Agency. “Better Agency gives agents over 100+ built-in automation campaigns, detailed agency reporting, and fully automated sales, service, and renewal pipelines.”

By adding digital small business insurance to Better Agency, agents gain seamless access to technology that simplifies and speeds up the delivery of business insurance quotes and enables them to instantly issue policies and access all documents. Coterie offers flexible policies, transparent coverage, and competitive pricing for the small businesses of today. Visit Better Agency to learn more. 

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 Better Agency

Like many small businesses, Better Agency was created out of a desire to change the status quo in the insurance industry. Recognizing insurance agents needed to have a true sales solution, Will Shaw sought out to create a simple yet powerful program that allows insurance agents to grow their business in a more “hands-off” fashion. Users no longer need to worry about “what to say” or when to send communications. Instead, with the “done-for-you” campaigns already in the system, agents can now spend more time prospecting and closing more business.


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