My Digital Agency:
Your Online Business Insurance Quoting Solution

Seize Online Business Insurance Opportunities, Anytime.

Maximize your online sales with My Digital Agency, a digital quoting tool for Coterie’s commercial insurance policies.​

Online Business
Insurance Made Easy

  • Copy and Share: Share your unique quoting link effortlessly through your website, email, or social media platforms.  
  • Automated Quoting and Issuing: Policies are quoted and issued automatically, streamlining the process for you and your clients.  
  • Email Notifications: Stay informed with email notifications for new quotes.  
  • Coterie Dashboard: Manage all quotes and policies conveniently through your Coterie Dashboard. 

Available for Broad Industry Search or Targeted Trades:

Industry Search Solution (default): Empower your clients to search for the industry and coverages that match their unique business and needs. Generate more leads online and redirect leads that are not a fit for Coterie to other carriers. This version is currently available in Dashboard. Watch demo.

Prospect Targeted Solution: Pre-select the industry, coverages, limits, and endorsements you want to target. For instance, if you aim to target janitors, we’ll create a custom online business insurance experience, including enhanced branding options. This version is available by request only. Join the waitlist. Watch demo.

My Digital Agency Packages

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Explorer: Industry Search Solution

Our default digital insurance solution is available at no cost and makes it easy for clients to quote and bind commercial insurance from you.

  • Generate more leads
  • Online quoting solution
  • Coterie Dashboard Integration
  • Broad appetite, coverages and industry search options
  • Customize the quoting experience with your agency name & email

Pathfinder: Prospect-Targeted Solution

An upgradeable solution that enables you to fine-tune coverage options and custom brand the quoting and binding experience.

Everything offered in My Digital Agency Explorer plus:

  • Enhanced Agency branding (logo, fonts, colors)
  • Pre-select coverages, limits, and endorsements based on industry
  • Add additional insureds
  • Up to 3 customized industry experiences

Custom Solution

A custom solution for agencies to elevate their online quoting and binding experience.

Everything offered in My Digital Agency Explorer & Prospect Targeted Solution plus:

  • Up to 10 customized industry experiences

Coming soon!

My Digital Agency FAQs

Let’s break down My Digital Agency by Coterie Insurance.

What are the default coverages offered through My Digital Agency Explorer?

Coverages are defaulted for Coterie’s BOP:

  • Property Deductible: $1000​
  • Business Personal Property Limit: $100,000​
  • Property Damage Deductible: $0​
  • GL Limit (per occurrence): $1,000,000 ​
  • GL Aggregate Limit (per year): $2,000,000​
  • Products-Completed Operations Annual: $2,000,000, ​
  • Damage to Premises Rented to You: $50,000​
  • Medical Expense Limit: $5,000

What is My Digital Agency by Coterie Insurance?

My Digital Agency is an innovative quoting and binding solution available for agents like you. Customize with your agency’s brand and use My Digital Agency to sell Coterie products digitally! You can leverage this digital tool for email campaigns or on your website. 

What are the benefits of My Digital Agency?

  • Branded Solution: Fully brand My Digital Agency with your agency’s name, allowing you to showcase your unique identity. 
  • A 24/7 Online Quoting Experience: Offer your clients a seamless and efficient quoting experience on your website, email signature, marketing campaigns, or any other digital touchpoints. 
  • Lead Generation: Coterie supports your agency’s growth by funneling leads from small businesses actively searching for insurance coverage. 
  • Online Presence: Extend your agency’s reach with a digital, online presence over the weekends and in the evenings. 
  • Commitment to Success: You’ll still receive leads even if a business class is outside Coterie’s appetite, demonstrating our commitment to your agency’s success. 

How do I sign up for My Digital Agency?

The Industry Search version is currently available for all Coterie producers. You can also share your My Digital Agency link with your CSRs. Policies are attributed at the producer level, ensuring seamless collaboration. See below for instructions. 

If you’re interested in My Digital Agency: Pathfinder (our prospect-targeted and enhanced branded solution), join our waitlist.

How do I find my own My Digital Agency link?

  • Industry Search Solution:  allows your clients to effortlessly search for the specific industry they want to quote. This version is currently available in Dashboard. Watch demo
    • Login to Dashboard
    • Go to “My Account”
    • Select the “Agency” Tab
    • Find Link URL under My Digital Agency 

Prospect Targeted Solution empowers you to pre-set the industry you want to target. For instance, if you aim to target janitors, we can conveniently pre-set this link for you. This version is available by request only by filling out our join our waitlist formWatch demo.

Something seems wrong with my link – why isn’t it working?

It’s critical that you use the link in Dashboard without the session ID.

Use the link that appears like:{email} instead of{email}

How can I use my My Digital Agency experience?

Share your link via: 

  • Website 
  • Email signatures 
  • Emails 
  • Social media 
  • Text messages
  • Other digital experiences you offer to your clients. 

What are the lines of business offered through My Digital Agency?  

We currently offer BOP and GL policies. Keep an eye out for Professional Liability (PL) coming soon. 

How will my clients pay for the policy?  

We accept current Coterie Insurance payment methods. Quotes come through Quote Snapshot, our online credit card payment solution.

Will commissions be different for policies generated through My Digital Agency?

Commissions will remain the same. 

Producer Resources at Coterie Insurance

Coterie Insurance offers dedicated resources for agents & brokers to help you learn more about Coterie’s appetite, review the latest Coterie Dashboard product updates, access on-demand and self-service capabilities, and download critical insurance documents like mandatory exclusions, and so much more.

Here, you can view content by category and search for specific downloads or information.

Coterie Insurance Policy change form cover photo on resource page

Where Agents & Brokers Go to Secure Coverage, Fast

Simplify small business insurance through data & technology

  • Meet small businesses where they already do business
  • Use custom tools to better serve each unique business faster, and more profitably

Uncomplicate buying and selling of commercial insurance

  • No more data entry
  • Digital, real-time underwriting
  • Bind 75% faster
  • Avoid errors and underwriting approval wait times

Business insurance built for today and the future

  • Backed by A-rated licensed insurers and reinsurers.
  • Appetite for 80% of small businesses
  • Admitted products in all 50 states
  • BOP, GL & PL

The information contained on this page is for informational purposes only and does not in any way offer any policy of insurance or guarantee any specific price, quote or coverage.  Please be advised that all products and coverages referenced herein may not be available in all states or to all customers. Please see Coterie’s Terms & Conditions and Privacy Policy for more information.

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