The Tech Solution for Agents & Brokers
Solve the small business insurance problem for your agents and brokers with Coterie. Take your wholesaler to the next level with the easiest small commercial insurance solution. Our quoting and binding process asks fewer questions and delivers more answers.
Small Business Insurance, Simplified.
The complexity of small commercial insurance demands a tech-forward simplified solution. Built by agents and brokers, for agents and brokers, Coterie is delivering the small business insurance experience your members are waiting for.
Quotes in Minutes
No more waiting, and no more delays. Have an answer for clients in minutes with a bindable quote in hand.
Built For Convenience
Make the most out of every customer interaction with Coterie. Save time, sell more and deliver an unparalleled customer experience.
Always Online
Digital insurance when you need it. Our Support team is available by chat, email or phone, and our robust Help center is just a click away.
How it Works
Welcome to the SimplyBind Experience by Coterie Insurance! Small commercial insurance solutions built for the 21st-century agent.
Step One
Log Into Coterie
Login to your Coterie Dashboard and start a new quote. Enter your client’s full business name & address and watch the data do the work for you!.
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!
Our Amazing Partners & Agencies
Agents & Brokers Resources
Want to review our appetite?
Check out our digital appetite guide for industry-specific information and coverages.
Relationships Matter in Insurance
The majority of small business insurance is purchased through an agent. We know agents and brokers want to spend more time building relationships, and we’re here to help.
Coterie for Digital Platforms
For far too long, small businesses have been overlooked by the insurance industry. Coterie offers right-sized policies – all digitally!
Sell differently
Sell small commercial insurance, profitably with Coterie Insurance. We make small business insurance worth your while so you can spend time building relationships.
Broad appetite
Learn more about our appetite including home-based businesses, start-ups, and more. We’re here for today’s small businesses, and we’ll be there tomorrow, too.
Take small business insurance from an obligation
to an opportunity
Custom underwriting for better results
Most carriers copy & paste their middle market underwriting for small businesses We underwrite based on each unique risk, meaning you’re not purchasing policies that offer too little or too much protection.
Spend time doing what you do best
Agents (and clients) spend too much time entering data and not enough time where it matters, building trusted relationships. Get your time back with Coterie.
Save time and money
Small business insurance is more time-consuming and complicated than it is profitable. Make it worth your time with near-instant quotes.
Get assistance so the choice is simple
Now, more than ever, new businesses need their agent’s help selecting the right coverage. That’s why we always recommend small businesses seek the advice of a licensed insurance agent or broker.
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