First Connect Taps Coterie Insurance to Digitize Insurance for Small Business Owners

Insurance for Small Business Owners

CINCINNATI – Feb. 12, 2021 – Coterie Insurance, the technology company that makes buying insurance for small business owners easy, today announced a partnership with First Connect, a property and casualty focused platform that helps connect independent agents with best-in-class insurtech providers. By connecting agencies with insurtech carriers, First Connect has witnessed their agents grow their businesses by spending less time quoting and more time selling.

“This partnership brings the benefits of technology to First Connect members, thereby benefiting not only their processes but also their end customers,” said Greg Roth, VP Agency Broker & Distribution at Coterie. “By partnering with Coterie, First Connect agents can quote and issue policies in just minutes, and gain 24/7 market presence through our API technology.”

First Connect provides its independent agencies and producers access to a number of insurtech providers that are driving data-based decisions and insights as the industry evolves. The new partnership brings increased speed and enhanced digital capabilities to provide insurance for the expansive appetite for the small business of today.

“With Coterie, our agents can provide their customers a higher-level of support by integrating Coterie’s self-service quote flow on their site, including real-time policy quoting and instant binding ability,” said Jennifer Grona, VP of Sales and Marketing at First Connect. “Additionally, agents can use their dashboard to manage all customer activity through the entire lifecycle.”  

Through the Coterie dashboard, agents have access to policy documents, insurance certificates, billing, renewals, claims documents and more. Coterie also provides professional claims handling and hands-on customer support. 

“Our aim is to simplify insurance for small business owners so they have what they need to succeed, as quickly as possible,” said Tim Metzner, Chief Strategy and Growth Officer and Co-founder of Coterie. “Our tech-based platform makes the insurance process easy, painless and fast.”

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 First Connect 

First Connect helps connect independent agents with today’s “best-in-class” Insurtech providers and other tech-focused carriers. Think of us as the bridge between America’s local insurance experts and the wave of change sweeping the insurance industry. We bring an entirely new way of thinking about insurance to the marketplace.



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