What You Need to Know About Insurance for Massage and Occupational Therapy Businesses 

If you’re an insurance agent looking to service healthcare provider clients such as massage and occupational therapists, it’s essential to understand the unique risks and exposures associated with this type of business. Massage therapy is a growing industry that helps individuals alleviate pain and stress, making it a crucial service for many people. However, as […]

Digital Transformation is More than a Buzzword 

In this episode of the “And I Quote” podcast, Coterie’s Chief Growth Officer Bobbie Collies interviews Ema Roloff, a digital transformation influencer. Ema creates LinkedIn, YouTube, and TikTok content focused on digital transformation in the insurance industry.  Tik Tok Truths  Ema uses TikTok as a platform to educate her audience about insurance and digital transformation. […]

Insurance 101: Understand Insurance for Small Businesses

Here at Coterie, we like to consider ourselves “insurance nerds”. In this blog, we dive into the basic concepts and history of insurance, with a focus on insurance for small businesses. Understanding how insurance works is crucial to making sure you can explain the ins and outs to your clients and prospects. A Brief History […]

Why Do Artisan and Trade Contractors Need General Liability Insurance?

Artisan contractors (also known as trade contractors or specialty contractors) are those who specialize in a particular skill. Carpenters, plumbers, electricians, roofers, stone masons, and painters are all examples of artisan contractors that should consider purchasing general liability insurance. Artisan contractors are not the same as general contractors (GCs). A general contractor will typically be […]

How Can You Write More Insurance for Landscapers and Lawn Care Providers? 

According to the IBIS World Landscaping Services Industry Report, the landscape services industry in the U.S. had a market size of $129 billion in 2022. The industry employs more than 1.2 million people and currently represents 633,481 landscaping service businesses and 633,481 landscaping service businesses. It is likely that many of these businesses operate in […]

Why You Should Consider Song Lyrics for Your Marketing Email Subject lines 

The “And I Quote” podcast recently hosted Nick Berry, marketing operations manager at Better Agency, as a guest. Nick is deeply tapped into marketing strategies (including those with song lyrics) and shared tactics agents can try with their marketing efforts in his conversation with Bobbie Collies, chief growth officer at Coterie.  “Our big goal for […]

7 Digital Marketing Tips for Your Insurance Agency in 2023 

Generating leads is a challenge for any insurance agency. Technology has introduced new and effective approaches to generating and converting leads. By making use of proven digital marketing tips, your insurance agency can increase its customer base and keep its revenue stream in the black  Direct mail, cold calls, and information booths all have their […]

2023 LinkedIn Tips for Insurance Agents and Brokers 

While LinkedIn has been around for several years, it may not be the first social media platform you think about for helping grow your agency. Today we’re sharing LinkedIn tips for insurance agents and brokers that you can leverage the platform to boost leads and expand your network.  Jump In  LinkedIn, like all social media […]

How Can You Help Restaurant Insurance Clients Maintain Safety Standards? 

Running a restaurant is a complex and challenging task that requires careful attention to detail. One of the most critical aspects of operating a successful restaurant is maintaining safety for both customers and employees. That’s why Coterie Insurance recommends sharing our Restaurant Safety Checklist with your restaurant insurance clients. The comprehensive checklist covers several factors […]

Who Should be the Named Insured on Commercial Insurance Policies?

What significance does the Named Insured have on a commercial insurance policy?  The named insured is basically the owner of the policy.  He or she has the broadest protection and broadest indemnity under the policy as well as certain responsibilities.  The named insured typically chooses the type of policy and the amount of coverage, receives […]

Champion Mindset – Why Should You Consider Writing Insurance for Sporting Goods Stores? 

What unique risks and exposures do sporting goods stores face? Sporting goods stores may specialize in a specific sport such as skiing or hunting, or they may offer clothing, equipment, and accessories for a wide range of sporting, hunting, and fishing activities. Some stores also offer equipment rentals, repair services, trade-ins, and used equipment sales, […]

Why Should My Clients Inventory and Insure Business Personal Property?

As a small business insurance agent or broker, you know that organization is critical for small and new businesses. It’s easy to prioritize things that seem critical in the moment and deprioritize others that are essential. A business inventory list might not seem important at the very beginning, especially for small and micro-operations. You may […]

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