Bind and Be Done
What if small business insurance was easy for business insurance brokers?
Powered by data-backed underwriting, Coterie delivers accurate pricing and a submission-to-bind experience that takes less than one minute.
Easy insurance solutions for business insurance brokers
Spend more time building trusted relationships.
Ready, set & bind in just a few clicks
Confirm business details, quote, and then digitally bind small business insurance – faster than ever before!
Let the data do the work for you by validating your clients’ information to obtain an accurate quote when your client needs it.
Tailored coverage for your clients’ needs
Built for agents & brokers, by agents & brokers. That’s why our coverage options match your unique small business clients’ risks which we seamlessly deliver to you in the quoting process.
We’re a perfect solution for those new to writing commercial insurance – see how easy it is today!
Improved pace to profits
Write more business – instantly!
Agents & business insurance brokers can now deliver a bindable quote to a client in seconds. Maximize profits and get time back to spend more time building purposeful relationships with your clients
How it works
Enjoy a platform designed for agents and business insurance brokers like you.
Step One
Log into Coterie
Log into your Coterie Dashboard and start a new quote. Enter your client’s full business name and address.
Step Two
Select the industry
Select the industry that best describes the majority of your client’s revenue from the shown list. You can also choose to enter a different primary industry from those displayed.
Step Three
Confirm or edit
We will prefill your client’s business details for you. From there, you are able to confirm or edit this information as needed.
Step Four
Customize & bind coverages
You can then customize your client’s coverages and review all coverage recommendations. Lastly, pay for the policy – all in minutes!
Trusted by thousands of amazing partners & agencies
Agents & brokers resources
Questions about Coterie’s Appetite?
Check out our digital appetite guide for industry-specific information and coverages.
Watch a demo
Watch a short demo to learn more about the Coterie experience built for today’s small commercial insurance agents and brokers.
Agent resources
Visit our agent resources page for everything you need to know in order to get started with Coterie Insurance!
How much is your time worth?
Agents & business insurance brokers spend way too much time on small business insurance without making a profit due to antiquated systems and processes.
Cutting edge solutions
We write much of Mainstreet America (including new & home-based businesses!), have admitted products in all 50 states (BOP, PL & GL), A-rated EXCELLENT carrier ratings, ISO and proprietary coverage forms, and best of all, all policy documents, certificates, billing & claims are all in one dashboard.
A one-way ticket to easy
Enter minimal information and receive risk information prefilled for you, no more Accord forms means 80% less paperwork, no more “we’ll get back to you” by underwriters, know if a client is in-appetite in seconds, bind a policy in minutes, and so much more!
Forget the old commercial insurance playbook
Built for small, new, & home-based businesses
Most carriers copy & paste their middle market underwriting processes for small businesses resulting in wasted time and energy.
Designed to give you time back
Agents (and clients) spend way too much time entering data when they could be using that time in better and more meaningful ways.
The right coverage, for the right clients, at the right time
Now, more than ever, new businesses need their agent’s help selecting the right coverage. We want these clients to find you.
Agent & Business Insurance Broker Resources
