In the ever-evolving landscape of insurance, keeping abreast of industry trends and technological advancements is crucial for independent agents. In a recent episode of Coterie Insurance’s podcast, “And I Quote,” host Bobbie Collies sat down with Nicole Farley, VP of Carrier Operations at Bold Penguin, to discuss the current state and future trends of small […]

In the ever-evolving landscape of the insurance industry, where technology and automation are becoming increasingly prevalent, the importance of human relationships and personalized service remains irrefutable. In a recent episode of the And I Quote podcast by Coterie Insurance, host Ashleigh Burden welcomed Rick Rolfs, President of Rolfs Insurance Services, to share his insights and […]

Helping your small business clients navigate the challenges of winter weather is crucial for their safety and continuing and maintaining operations. While winter preparedness often focuses on staying open for business, it’s equally important to consider employee safety. Here’s a comprehensive guide to help your clients prepare and address the impact of winter weather on […]

Workplace violence can occur in various ways. Understanding the different types can help you identify your client’s unique risks and determine the type of protection and coverage that they need. We know that workplace violence occurs, but what are the most common types of Workplace Violence?    1. Lateral Violence  Lateral violence is when an […]

How common is workplace violence? Each year, approximately 2 million people in the United States are victims of workplace violence. Workplace violence can be classified indifferent ways, but generally it is an act of violence or disruptive behavior that occurs at a work site.  While some actions are outside of our control, there are preventive […]

Coterie has put together a 7 day challenge for insurance agents to do ahead of Small Business Saturday. Along with putting insurance agents and brokers first in all that we do, we’re committed to fostering strong relationships within the community and supporting small businesses. As an insurance agent, you play a vital role in driving […]

This year for Small Business Saturday, encourage your clients and your community to build excitement leading up to the day, participate, and support each other.  Help your clients get their windows ready, determine and set promotions, and create an action plan together on how they’ll promote their business this holiday season. Download free marketing assets Small […]

Gym and fitness popularity are on the rise again with memberships and attendance nearly doubling pre-pandemic levels.  With the number of different people, offerings, and operations happening daily at the gym, fitness centers have a lot of risk associated with their business. By addressing the unique risks associated with their operations, you can help your […]

Hurricanes are a part of life for many in coastal regions of the United States. While damage can be devastating, there are steps small business owners can take to help prepare for a hurricane. As an insurance agent, take action to help your small business clients that might be at risk for hurricanes prepare and […]

When determining which policies will be best suited for your clients and their businesses, cyber insurance is often overlooked. Many agents are unsure of what cyber can do and if their clients need it. Coterie Insurance is here to help you understand what these policies cover, and reasons why your clients need it.   What is […]