Grow Your Business with a Small Business Operating Framework  

If you’re like most small business owners, not long after opening, you find yourself in the trenches working in the business. The nitty gritty day-to-day details, the tasks, the to-dos, the checklists. The never-ending fires you need to put out.  Now much of this is particularly important work and it’s necessary and not to be […]

How Can I Use ChatGPT to Optimize My LinkedIn Profile?

In today’s digital age, having an updated LinkedIn profile is essential for insurance agents. LinkedIn is the world’s largest professional networking platform, with millions of professionals from various industries actively using it. Optimizing your LinkedIn is a crucial part of discovery on the platform. This helps with content discovery and reaching new audiences.  In this […]

Drive Quality Traffic to Your Insurance Agency Website 

Drive more traffic to your insurance agency website. Grow brand awareness and your book of business. Read on to access two downable PDFs, two videos, and an in-depth blog post on how you can drive quality traffic to your website.  Website traffic is the metric that counts how many visitors your website receives. However, even […]

Unlocking Insurance Industry Career Growth

The insurance industry is often perceived as a career path stumbled upon by chance rather than a deliberate choice. Tony Cañas, Co-founder of Insurance Nerds and host of the Profiles in Risk podcast, can relate to this sentiment. In a podcast episode of “And I Quote”, Tony shared his unexpected journey into the insurance industry, the valuable […]

The Resilience of Independent Insurance Agents

“The Independent Agency System continues to grow and adapt despite challenges of the last couple of years.” This is a recent quote from Bob Rusbuldt, Big “I” president & CEO. Direct evidence of this would be the increase of almost 4,000 new agencies during the pandemic. “Business conditions will continue to be favorable,” Rusbuldt continues. […]

The Power of Referral-Based Insurance Businesses and Building a Strong Team 

How can you build a referral-based insurance business all while developing a top-performing team? Jessica Fukuchi, business owner and President of PCRG Insurance, joined the And I Quote podcast by Coterie Insurance and shared her journey in the insurance industry and how she built her business without relying on marketing or buying leads. For Jessica, […]

Chris Cline Talks the Future of Insurance Technology on And I Quote 

How can insurance technology help build relationships between agents and their clients?   Chris Cline, the Executive Director of the Agency Council for Technology (ACT) at the National Big I, recently sat down for an interview on the And I Quote podcast. Host Bobbie Collies talked with Chris about his background, current role, and his […]

Coterie Insurance Concludes 2022 with Momentum Headed into 2023

2022 was a pivotal year for Coterie Insurance and our team. Our growth trajectory supercharged this year, as we brought on new partners and launched the new iteration of our Dashboard. We are so grateful to our amazing partners, agents, brokers, and investors who made 2022 possible! Only together is this possible.   Enhancements  We launched […]

2023 Small Business Insurance Outlook

As we close out the year, we’re looking ahead to 2023. Read on to learn how we think the economy, inflation, and supply chain issues will impact on small businesses in the new year, and what trends are top of mind for 2023 small business insurance.   Economy  Despite consistent threats of a looming recession and […]

Embedded insurance: A potential solution for the underinsured

This article was written by Coterie Insurance CEO David McFarland and originally published in PropertyCasualty 360. Small businesses weathered the brunt of the COVID-19 pandemic. At the height of the pandemic, forecasts predicted that more than a quarter of small businesses would shutter permanently due to closures, decreased demand, health concerns and other issues. These issues left 30 million […]

Behind the Tech with Talage’s Adam Kiefer

With so many fascinating people in the insurtech space, Coterie Insurance is setting out to go behind the tech and interview leaders in the industry, one by one. We’re kicking off our new series starting with Adam Kiefer, CEO of Talage, one of Coterie’s amazing partners that is also focused on creating innovative commercial insurance […]

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