Why Start with Coterie Insurance

As a busy insurance agent or broker, you likely have phone calls, emails, and walk-in clients who need your help. Saving time isn’t just an aspiration, it’s a necessity. Coterie is helping you save time with our dashboard which takes just two pieces of information to start a bindable quote. Learn more about why your […]

The Why Behind Rate Increases

At this point, you likely have noticed that prices for just about everything have increased. From interest rates to gas and food. The impact of inflation on the economy is seen and felt by many. CNBC reports that core inflation jumped to its highest level since 1982. Inflation has also impacted the costs for insurance carriers […]

Social Media Tips for Insurance Agents: The Basics

There are many benefits for insurance agents to get on social media. Coterie Insurance is here to explain the tangible benefits of agents and brokers staying active on social media platforms. Follow these quick social media tips and download your free content calendar to share a few tips. Does social media seem like a waste […]

Agent Calls Coterie Insurance the Easiest Small Business Insurance

Insurance agent Julio Castro has run his own agency, Castro Property & Commercial Insurance Agency, in West Sacramento, CA for 17 years. As a seasoned agent with a diverse client base, Julio is always looking for innovative tools to help better serve clients with the easiest small business insurance experience around.   Julio first came […]

Key Insights to Make Your Insurance Agency Stand Out

Cassidy Arbeli is a Las Vegas-based insurance agency consultant who teaches entrepreneurs how to plan for business growth—and how to make sure that growth is profitable. Cassidy joins “And I Quote” this week to share her successes, mistakes, and the proven strategies she used to build several of her own successful businesses, multiple streams of […]

The Best Business Insurance Comes from Data-Driven Underwriting

As an agent, you likely want to work with the best business insurance company and an insurance company that partners with you so you can succeed. Coterie is dedicated to building our tools together, so our agents and brokers can win.  How Coterie provides data to agents & brokers  We created the our easy quoting […]

Five Reasons Why Agents Should Write Business Insurance Services

As an insurance agent or broker, you’ve honed your craft as a personal lines agent, developing relationships with your clients over the years. But did you know that many of your clients are likely to run a home-based business or side gig? Without insurance to cover their commercial forays, some of your clients are likely […]

Brilliant Ways You Can Use Tech to Manage Business Insurance Leads  

Small business insurance brokers and agents struggle with using outdated legacy systems that bog them down, create inefficiencies, and drive poor productivity. The resulting lack of flexibility and responsiveness can create challenges that drive away business insurance leads.  One of the few upsides of the COVID-19 pandemic was the discovery of new ways of working […]

Innovative Digital Payment Solutions for Today’s Businesses with Snap Refund  

In this episode of And I Quote host Bryan Thomas sits down with Cody Eddings, co-founder of Snap Refund Snap Refund is an instant digital payment platform.   Snap Refund’s mission is to empower the underserved and under-banked with digital payments and give them better control over their money. Specifically designed for sectors where transactions typically […]

Data-Powered Underwriting Designed for Agents

What if commercial insurance was as easy to quote and bind as personal lines? Now, the Coterie Dashboardbrings data-powered underwriting through its simple design. Enter just two pieces of information, business name and address, and get a bindable quote in just minutes. Small commercial complexities With everything small business owners have on their plates, the […]

Learn How Insurtechs Briza and Coterie are Transforming the Digital Insurance Ecosystem 

When technology meets innovation, the two can transform an entire industry. The partnership between Briza and Coterie Insurance is a notable example of how two insurtechs are living this transformation. The companies have a common goal in mind: to create a more delightful digital insurance buying experience for small businesses.  In the latest episode of “And […]

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