Location: Newbury Park, CA
Company size: 8
Year founded: 2014
Roger Hayek of Hayek Insurance fully embraces the age of digital insurance technology to get the job done. With his team, he’s laser-focused on providing coverage and support to small businesses.
Speed to Bind
“In the past, you had to get on the phone with an underwriter and it would take days or weeks to get a response,” he said. “Coterie Insurance has made it so easy to classify a business and determine if it’s insurable or not.”
Roger finds that sometimes a business is in between industries, and he needs to chat with Coterie to get clarity on if it’s in appetite. He appreciates that he can chat in and typically gets an immediate response from Coterie’s world-class support team. The fast determination if a business is in appetite and the ability to confirm via chat makes it a perfect storm.
Hayek Insurance focuses on what’s best for their small business clients. Using Coterie, he’s able to save them time and get them back to running their business.
“With the speed of Coterie, my clients don’t have to worry about follow-up calls. They trust us. It’s a reciprocal trust—we value their business, they value us. They get an answer and what they need in one phone call. It’s really a nice part of what we do.”
Confidence with Coterie
“We’re extremely pleased and so are our clients with the services Coterie provides—it’s been a godsend,” Roger said.
Using Coterie provides more confidence around writing small business insurance. In the past, Roger admits he may have faltered when asked how fast he could get small businesses coverage. Now, he immediately logs into Coterie and is able to provide a quote on that same initial phone call with the client.
“Even though I’ve been in the insurance business for over 30 years, I still find it hard to know which companies are insuring what type of business. With Coterie’s single step qualification, I know I can proceed to quote and bind in minutes.”
Roger says his happy clients are pleased with the fast service and competitive pricing, too, and he’s happy to close a deal without a lot of back and forth.
Just Try It
“Even though we live in a fast-paced world, people are amazed at how quickly we can get them coverage through Coterie,” Roger said.
“Give it a try” Roger urged. You can run a quote in a minute and discover you have a great policy with great pricin. “There is no reason to not try it.”
If you’re an agent looking to use Coterie to better serve your small business clients, reach out to us today.